Edit Committee Instructions, Document Requirements, and Membership

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

Click the pencil icon to edit the case

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:

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"

Find the step you want to edit and click the edit pencil

Find the committee you want to edit, click "Options" and select "Edit Details"

Edit Case Review Step - Review, Promotion & Tenure - Interfolio

Edit Committee Details

From here you can manage committee membership, add instructions for the committee, and add required documents and manage the settings for the committee.

Managing Members

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 the star to make a member a manager

Members who are available as managers will appear with a star next to their name.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio

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.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio

Click "Add Member" to add a member

Edit Case Review Step - Review, Promotion & Tenure - Interfolio
Add Instructions

To add instructions for the committee, open the Instructions tab and enter text.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio
Add Required Documents

To add required documents, open the Required Documents tab and click Add Required Documents

Edit Case Review Step - Review, Promotion & Tenure - Interfolio

Type in the requirement name and description and click Add.

Note that you can add multiple document requirements.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio
Settings

Open the Settings tab and check whether or not the committee can move the case forward or backward.

Edit Case Review Step - Review, Promotion & Tenure - Interfolio