Edit Case Review Steps
Case Review Steps can be edited to change committees, administrator access, and committee requirements. Unit Administrators and Case Managers can update steps in a case, while Template Administrators can only do so in a template. Institutions can use academic levels to manage case access.
It is recommended to Create a Template using these steps to create a preconfigured workflow aligned with the organization’s review process. Users may need to adjust steps or add committees when creating a case based on this template.
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.
- Select Reorder from the Additional Options dropdown at the top of the page to drag and drop the steps to rearrange them in the preferred order.
Reordering Case Review Steps will not be tracked in the Case Activity Log
- Select Reorder from the Additional Options dropdown at the top of the page to drag and drop the steps to rearrange them in the preferred order.
- Click Edit next to the desired case review step to be taken to the Edit Details page of the case review step. Check out the Step Details and Reviewers sections below for more information on each section of this page.
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.
- Click the Edit Step Details button to edit the step name and due date. The Due Date for when the step must be completed is optional.
- Click the Manage Academic Levels button to assign Committee Members, Administrators, and Case Managers access to the workflow step.
Only those who are assigned access can see the case. To allow multiple members to review together, create a standing or ad-hoc committee.
When managing academic level access, you can recuse or grant access to an entire level or individual Administrators and Case Managers.
Reviewers
Under the Reviewers section on the page, you can edit the committee membership. You can add/remove committees, manage committee membership and requirements, and provide specific instructions for the committee.
Click the +Add Committee button to complete the Add Committee form that displays. 
- Standing committees: Created at the unit level (university, school, college) and can be reused for cases in that unit.
- Ad-hoc committees: Created on a per-case basis. A Unit Administrator or Case Manager will need to add members to this committee before a case can be initiated.
- An Individual User can review the case, but will not be able to collaborate with others.
FAQ
How do I add an individual reviewer to a case workflow step?
Unit Administrators and Case Managers can assign an individual user to a workflow step when editing a case or template. Under the Reviewers section, click +Add Committee > Individual User, then search for and select the desired user. This works like a one-person Ad-Hoc Committee, granting the individual Committee Manager permissions.
- Individual users added to a workflow step will not be labeled as Committee Managers in the system.
- Individual reviewers cannot collaborate with others. To allow group collaboration, create a Standing or Ad-Hoc Committee.