Upload Documents to Satisfy the Committee Document Requirements
Committee document requirements ensure that committees submit essential materials (e.g. evaluation letters, summaries, recommendations, or formal statements) before a case can move to the next workflow step. If document requirements have been added to a review step, the case cannot advance until every required document has been uploaded. This article goes into detail how a Committee Manager, or individual reviewer, with the appropriate permissions can satisfy a requirement.
Upload Required Documents
Only the Committee Manager for the assigned committee can satisfy these requirements. Committee Members may see the requirement, but they cannot fulfill it. Documents uploaded to satisfy a requirement are visible to all committees assigned to the current step unless visibility permissions have been customized.
- Navigate to the Cases page, click the name of the desired case to edit and select the Case Details tab.
- Click Add under ‘Required Documents’ and select the section of the packet to add the document. Once uploaded, the document requirement will be labeled ‘Complete.’
Documents display in the packet in the order they are processed, which generally matches the order in which they were uploaded.
After fulfilling a requirement, you may detach the document from the requirement if needed. However, the document will remain in the packet as a standard committee-uploaded file in the section where it was originally attached. Detaching does not delete the document.