Recuse an Administrator From a Case Review Step

Administrators can recuse themselves or other Administrators from one or more steps in a case workflow. Once recused, Administrators will no longer see the case in their case list, and will be unable to access the case when it reaches a step from which they have been recused. The case will reappear in their case list when it moves backward or forward to a step where the Administrator again has access.

If you need to recuse an Administrator, you will most likely do so when creating or editing a case or template. See here for more information on recusing an Administrator when creating a template, and here for instructions on recusing an Administrator when creating a case.

Follow the instructions below to recuse an Administrator when editing a case.

Navigate to the case you want to edit by clicking on the name of the candidate in the list of cases

Click the Case Options menu to the top right of the page and select "Edit Case"

Click the Case Options menu to the top right of the page and select "Edit Case"

On the "Case Summary" page, select #4 "Case Review Steps" from the menu to the right of the page

On the "Case Summary" page, select #4 "Case Review Steps" from the menu to the right of the pageClick the Case Options menu to tOn the "Case Summary" page, select #4 "Case Review Steps" from the menu to the right of the page

Click to Edit a step:

If you need to add more than one committee to a step in the template, click the edit pencil

Click "Manage" in the box at the top right of the "Step Details" page

When editing the step details, you can also manage Administrators who will have access to the case at this step.

Note: Certain Administrators who should not have access to cases built on the template at a particular workflow step may have already been recused during the process of creating the template on which you are building your case.

Click "Manage" in the box at the top right of the "Step Details" page

Click to recuse the Administrator

If editing a standing committee, you can also recuse committee members.

Open the "Manage Administrators" tab to view the Administrators who will have access to the case at this step

After they are recused, the Administrator's name will appear greyed out

The Administrator will lose access to the case when it moves to this step and regain access when it moves to a case review step for which they are not recused. Notice that you can also self-recuse.

Click the addition symbol if you want to add the Administrator back to the case at this step.

After they are recused, the Administrator's name will appear greyed out