Upload Documents to Satisfy the Committee Document Requirements
If a Unit Administrator or Case Manager has set document requirements for a case review step, all required documents must be met before the case can move forward to the next step. This article goes into detail how a Committee Manager, or individual reviewer, with the appropriate permissions can satisfy a requirement.
A committee document requirement can only be satisfied by the manager of the committee. Committees can see all documents added to the case at their step or below, unless visibility settings are changed. Therefore, committees at the same step can view each other's documents.
Upload Required Documents
- 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.’
After a document is attached to fulfill a committee requirement, it can be detached from that requirement but it stays attached to the packet as an ordinary committee document in the section where it was attached.
Note that uploaded documents are ordered based on the sequence in which they are processed. This will generally align with the order the documents are uploaded.