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Add or Remove Case Review Steps to or From the Workflow of an Existing Case

In ByCommittee P&T, you can set up a workflow of case review steps that matches the stages of review at your institution.  This article explains how to add or remove review steps when editing an existing case in ByCommittee P&T.

Navigate to the case you want to edit by clicking on the name of the candidate in the list of cases

Navigate to the case you want to edit by clicking on the name of the candidate in the list of cases

Click the pencil icon to the right of the page to edit the case

Click the pencil icon to the right of the page to edit the case

Select "Case Review Step" under "Edit Case" to the right of the screen

Select "Case Review Step" under "Edit Case" to the right of the screen

You will see the list of current review steps for the case

You will see the list of current review steps for the case

Scroll to the bottom of the page and click "Add New Step"

Scroll to the bottom of the page and click "Add New Step"

Name the case review step and assign a due date (if necessary)

Name the case review step and assign a due date (if necessary)

Add a committee to the new case review step

You can add an existing standing or case-specific (ad-hoc) committee to the case review step, or you can create a new case-specific committee. Remember that more than one committee can be added to a case review step if multiple committees require access to the case at the same step.

Add a committee to the new case review step

To add an existing committee to the step, select a standing or case-specific committee from the dropdown list and click "Add"

To add an existing committee to the step, select a standing or case-specific committee from the dropdown list and click "Add"

To create and add a new case-specific committee to the step, click "Add new case-specific committee..."

To create and add a new case-specific committee to the step, click "Add new case-specific committee..."

Enter a title for the new case-specific committee and click "Add"

You will be prompted to enter a title for the committee. You can assign members to the committee once it is added to the step.

Enter a title for the new case-specific committee and click "Add"

You can give multiple committees access to the case at this step

You can edit the step you've created if you need to give additional committees access to the case at this step.

You can give multiple committees access to the case at this step

Click "Add Committee"

Click "Add Committee"

Select or search for an existing committee or create a new case-specific committee to add

Select or search for an existing committee or create a new case-specific committee to add

If a step has more than one committee, you can name one or more of these as a "Primary" committee

Designating a committee as "primary" means that the Committee Manager of that committee can move the case forward or backward in the workflow of case review steps. You must have at least one primary committee. If a step only has one committee, that committee is considered "Primary" by default.

If a step has more than one committee, you can name one or more of these as a "Primary" committee

To remove a case review step simply click the X on the step you want to remove

To remove a case review step simply click the X on the step you want to remove

-and- Confirm your decision

Note that this deletes the step permanently.

-and- Confirm your decision
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