Edit Case Review Steps
Case Review Steps can be edited in order to make changes to committees, administrator access, and committee requirements. Unit Administrators and Case Managers can update the steps within an existing case, while Unit Administrators and Template Administrators can update the steps within a template. This article explains how to access and manage the details of a case review step.
Edit Case Review Steps
- Navigate to the Case Review steps page when editing a case or template.
On the Case Review Step page, you can view, add, delete, or reorder steps. This page will also show you which step the case is currently at in the workflow.
- Click Edit adjacent to the case review step to be taken to the Edit Details page of the case review step.
Step Details
Overview of Step Details
Step Details control the name and due date for the step. This due date is a soft deadline. The case needs to be manually sent forward by an administrator, case manager, or committee manager.
Edit Step Details
- Click Edit Step Details to edit this information.
- Edit the name and due date.
Academic Levels
Overview of Academic Levels
For any given workflow step, the only users who can see the case are the assigned Committee Members and Administrators & Case Managers of the academic levels who have been granted access to that step. When managing academic levels, you can recuse or grant access to an entire level, or recuse individual administrators and case managers.
Manage Academic Levels
- Select Manage Academic Levels to make changes to the academic levels granted access to the case at this step in the workflow
- Select the drop-down window under Academic Levels to make changes to the academic levels granted access to the case at this step in the workflow.
Once you've assigned the appropriate Academic Levels for this step, a list of all individual administrators and case managers included in those academic levels will appear.
- Click Recuse/Unrecuse adjacent to the desired Unit Administrator or Case Manager to remove/give access to that step.
Reviewers/Committee Management
Overview of Reviewers
Under the Reviewers section on the page, you can add/remove committees, manage committee membership and requirements, and provide specific instructions for the committee.
Manage Committees within the Reviewers Section
Action | Details | ||||||||
---|---|---|---|---|---|---|---|---|---|
Add Committee |
Additional committees can be assigned if multiple committees require access to the packet at the same step. |
||||||||
Remove/Replace Committee |
Click Remove from the Options dropdown. Note that there must be at least one committee added to the Case Review Step at all times. If there is only one committee on the step, it will not be able to be removed until a new committee is added. Unit Administrators and Case Managers in Interfolio Review, Promotion & Tenure (RPT) can replace the committees or individual reviewers associated with any case review step while retaining any requirements and instructions that have already been set at that step. |
||||||||
Manage Committee Members |
Temporary changes for Standing Committees can only be made on existing cases, not on templates. Global changes to Standing Committee membership must be made from the Users & Groups page. While most actions (such as adding or recusing a committee member) are specific to the case being worked on, committee management assignments are global and will take place on all cases using the same Standing Committee. If the user should only be a committee manager on one specific case/step, the best process is to add a separate Ad Hoc committee with the appropriate user and assign the manager role from there. |
||||||||
Add Instructions |
|
||||||||
Required Documents |
|
||||||||
Required Forms |
|
||||||||
Settings |
|