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Edit an Existing Template

Administrators in ByCommittee P&T can preview, copy, and edit existing templates once they have been created. Keep in mind that editing a template will change it for all future uses.

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

Make necessary edits and click "Save & Continue"

You can continue editing packet requirements, required forms, and case review steps as necessary

Make necessary edits and click "Save & Continue"
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