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 committee you want to edit and click "Edit Details"

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

Edit Committee Details

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

Note that changes made to the membership of standing committee are temporary unless made from the "User & Group Management" page.