Edit the Membership of a Committee from the Case Page

Ad-hoc committees are created and added to a workflow step during the process of creating or editing a case. See here for more information on  creating an ad-hoc committee when creating a case.

Administrators can edit the membership of ad-hoc committees  from the Case page, including adding and removing members, and naming or removing members as Committee Managers.

Administrators can make temporary changes to a standing committee from the Case page of a given step. When editing the membership of a standing committee from the Case page, Administrators can recuse (temporarily remove) members of a standing committee, and add temporary members to the committee.

Manage membership of ad-hoc committees:
Navigate to the case you want to edit by clicking on the name of the candidate in the list of cases

Click to open the "Case Details" tab

Click the pencil icon to the right of the page to edit the case

Click "Edit" at the top right of the list of committee members

To add a member to the committee:

Click "Add Member"

Find the user you want, and click "Add" to add them to the committee.

Or click "New" and enter one or more new users to  Interfolio Review, Promotion & Tenure who will be added directly to the current committee.

Make sure to click the "Add Members" button when you are finished adding users to RPT.

Click "Done" when you are finished adding users

To remove a committee member:

Click "Edit" above the list of Committee Members

Click the "x" next to the Member's name

To change a Committee Member's role by appointing or removing them as a Committee Manager:

Click "Edit" above the list of Committee Members

Check the box to make the member a Committee Manager

Click "Done" when you are finished naming or removing Committee Managers

Manage membership of a standing committee fro the Case page:

Administrators can make temporary changes to a standing committee from the Case page of a given step. When editing the membership of a standing committee from the Case page, Administrators can recuse (temporarily remove) members of a standing committee, and add temporary members to the committee.

All changes made to the membership of standing committees from the Case page are temporary and apply to the current step only.

See here for more information on making permanent changes to the membership of standing committees.

Note: You cannot make temporary changes to the Committee Manager of a standing committee. If you make someone a committee manager of a standing committee, it will make them a committee manager for all cases for that standing committee.

Note: If you are managing more than one committee with access to the case at the current workflow step, check to make sure you are "Reviewing as:" the correct committee.

Click the pencil icon to the right of the page to edit the case

Click "Edit" at the top right of the list of committee members

To add a temporary member to the committee at the current workflow step:

Click "Add Member"

Find the user you want, and click "Add" to add them to the committee.

Candidate Profile: Virginia Apgar - Review, Promotion & Tenure - Interfolio

Or click "New" enter one or more new users to  Interfolio Review, Promotion & Tenure who will be added directly to the current committee

Make sure to click the "Add Members" button when you are finished adding users to RPT.

Click "Done" when you are finished adding users

Find the user you want, and click "Add" to add them to the committee.

-Or- click "New" and enter one or more new users to  Interfolio Review, Promotion & Tenure who will be added directly to the current committee

Make sure to click the "Add Members" button when you are finished adding users to RPT.

Click "Done" when you are finished adding users

To temporarily remove (recuse) a member from the committee at the current workflow step:

Click "Edit" above the list of Committee Members

Click the recusal icon next to the member's name

The recused committee member will lose access to this case while it as the current step. Recusal does not remove them from the standing committee.

Recused members will appear at the bottom of the list of committee members, labeled as "Recused"

To restore a recused committee member at the current step, click "Edit"

Click the "plus" sign to add the member back at this step

Candidate Profile: Virginia Apgar - Review, Promotion & Tenure - Interfolio