Edit Committee Details: Name, Membership, Instructions, Document Requirements, and Form Requirements
Committees are created and added to a workflow step when creating a case, but Administrators can also edit the membership, instructions and document requirements of a committee when editing case review steps.
Navigate to the case you want to edit by clicking on the name of the candidate in the list of cases
Select "Edit Case" from the Case Options menu in the top right corner of the case page
This will open a case summary page where you can edit the case. Select "Case Review Steps" from the menu to the right
You will see the list of current case review steps for the case:
Find the case review step you want to edit and click "Edit"
Scroll to the committee you want to edit
From here you can manage committee membership, add or edit instructions for the committee, add required documents and forms, and manage the settings for the committee.
The committee can be renamed by clicking Options and selecting Edit Name.
Simply type in a new name for the committee and click to Update.
Open the Manage Members tab to make changes to the membership of the committee.
Note that changes made to the membership of standing committee are temporary unless made from the "User & Group Management" page.
Click "Add Members" to add members to the committee
Once added, click the star to make a member a manager of the committee
Members who are available as managers will appear with a star next to their name.
Click the X to remove a member
Note that changes made to the membership of a standing committee will be marked as Temporary, because permanent changes to standing committees must be made from Users & Groups.
To add or edit instructions for the committee, open the Instructions tab and click Edit Instructions to enter text.
To add required documents, open the Required Documents tab and click Add Required Document
Type in the requirement name and description and click Add.
Note that you can add multiple document requirements.
Add Required Forms
Open the Required Forms tab and click Add Required Form to add a committee form that must be completed as part fo the committee's work. Note that all forms added here will then have to be either answered or bypassed by an administrator to move the case from the step you are editing.
Open the Settings tab and check whether or not the committee can move the case forward or backward.