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Recuse an Administrator or Case Manager From a Case Review Step Within a Case or Template

Unless recused, Unit Administrators and Case Managers will have access to all cases created at their unit or below, therefore, recusing these roles from a case or template happens at the workflow step when editing a case or template (not within an individual committee where you will recuse committee members.) These roles can recuse themselves or other Unit Administrators or Case Managers from one or more steps in a case workflow. Once recused, Unit Administrators and Case Managers 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 Unit Administrator or Case Manager again has access. 

This article reviews how to recuse a Unit Administrator or Case Manager when editing a case.

 

Recusing committee members or committee managers can be done on the Case Details page when editing the standing committee. 

 

Recuse Unit Administrator or Case Manager

  1. To recuse from a specific case, 
    1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
    2. Click the Name of the desired case to edit.
    3. Select Edit Case from the Case Options dropdown menu.
  2. To recuse from a template, 
    1. Click Templates under Review, Promotion & Tenure (RPT) on the navigation menu.
    2. Select Edit Template from the Options dropdown adjacent to the template.
  3. Click Case Review Steps under the Creating a Case/Template section on the right-hand side.
    Creating a Case section with Case Review Steps selected
  4. Click Edit adjacent to the case review step that needs to be modified.
  5. Click Manage Academic Levels under the Academic Level section.
    Academic Level section with Manage Academic Levels selected
  6. You will see a list of all administrators and case managers that have access to the case at this step (set by the academic levels assigned here.) 
  7. Click Recuse adjacent to the desired administrator or manager to remove access to that step.

    The Unit Administrator or Case Manager 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.

     
  8. Click Unrecuse adjacent to the desired administrator or manager to give access again.
 

 

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