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Recuse an Administrator in a Template

One or more Administrators can be recused from a case review step when creating or editing a template. Administrators recused at a given step in the workflow of a template will lose access to that step for all cases built on the template.

The instructions below describe how to recuse an Administrator when editing a step in an existing template. The process of recusing an Administrator is the same when editing workflow steps while creating a new template.

Navigate to the Case List page:

Select "View Cases" on your ByCommittee Promotion & Tenure dashboard

Select "View Cases" on your ByCommittee Promotion & Tenure dashboard

From other screens in the program, look for the "Back to Cases" link at the top left of the page

From other screens in the program, look for the "Back to Cases" link at the top left of the page

Click "Manage Templates" to the right of the screen

Click "Manage Templates" to the right of the screen

This opens the Templates page where you will find the templates to which you have access

Note that you can preview or copy a template from this page.

This opens the Templates page where you will find the templates to which you have access

To edit a template, click the pencil icon

To edit a template, click the pencil icon

Click "Save & Continue"  or "Skip Step" to advance through the edit screens to the case review steps of the template

Click "Save & Continue"  or "Skip Step" to advance through the edit screens to the case review steps of the template

Click the blue edit pencil on the step from which you wish to recuse an Administrator

Click the blue edit pencil on the step from which you wish to recuse an Administrator

Click  the "Manage Administrators" tab

Click  the "Manage Administrators" tab

Click the recusal icon to recuse an Administrator from the case at this step

You will see a list of Administrators who have access at this step. Click the recusal icon to recuse an Administrator. Once recused, the Administrator will not be able to view or access the case at this step.

Click the recusal icon to recuse an Administrator from the case at this step

If necessary, you can click the addition sign to add the Administrator back to the case

If necessary, you can click the addition sign to add the Administrator back to the case
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