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
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"
Find the committee you want to edit, click "Options" and select "Edit Details"
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.
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.
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.
Click "Add Member" to add a member
To add instructions for the committee, open the Instructions tab and enter text.
To add required documents, open the Required Documents tab and click Add Required Documents
Type in the requirement name and description and click Add.
Note that you can add multiple document requirements.
Open the Settings tab and check whether or not the committee can move the case forward or backward.
