Manage and Troubleshoot Case Access/Bulk Recusal
We provide an efficient way to update case permissions for many users at once (sometimes thought of as bulk recusal). Instead of everyone who is a Unit Administrator being able to see any case regardless of the step (unless individually recused) case access is governed by the levels of the institutional hierarchy. The goal of this new approach is to largely eliminate the need to individually recuse Unit Administrators from specific steps.
Edit level access for an existing step to update case access permissions
1. Navigate to Edit step under Templates
Navigation: Templates > Desired Case > Case Review Steps > Edit
- Click Templates under Review, Promotion & Tenure (RPT) on the navigation menu.
- Click the Name of the desired template to edit.
- Click Case Review Steps under Creating a Template.
- Click the Edit button adjacent to the desired step to make changes to.
2. Manage access
- Click Manage Academic Levels under Academic Level.
- Make desired changes.
- On this page, Academic Levels can be set and Unit Administrator and Case Manager access to the case can be recused or un-recused
- Scroll to the bottom and click Save when finished.
FAQ
Why is a Case at my Unit Not Appearing on my Cases page?
Your Title | Reason |
---|---|
Administrator/Case Manager |
This could be due to two reasons:
If this was unintentional, reach out to an Administrator or Case Manager who does have access to the case and have them follow the steps listed above. |
Committee Member/Manager | You will only have access to the case when it reaches the step that you've been assigned to. The previous step will need to complete their review and send the case to your committee before you will see it appear on your cases page. Once the case is moved forward to the next step, you will lose access to it unless you are also assigned at the following step of the workflow. |