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:
Click "Manage Templates" to the right of the screen
Click "Save & Continue" or "Skip Step" to advance through the edit screens to the case review steps of the template
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.