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Add Committees to a Case Review Step

One or more standing or case-specific committees can be added to a case review step when creating a case or when editing a case. You can either add a whole new case review step and assign a committee to it, or add multiple committees to a case review step if more than one committee needs access to the case at the same time.

If multiple committees have access to a case at the same case review step, members of each committee will have access to the case documents and responses to candidate forms at the same time, but committee instructions, voting records and conversations will always remain separate and distinct to each individual committee, no matter how many committees have access to a case at a given step in the workflow.

Committee Managers and Evaluators with only one committee assignment will see the instructions, voting records and conversations for their assigned committee at a given step. Committee Managers and Evaluators with more than one committee assignment can toggle their view to see the instructions, voting records and conversations for each of their assigned committees.

This article explains how to add committees from the Case Review Steps page, but the process is the same when creating a workflow of case review steps while creating a case.

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 case review steps for the case

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

Find the step you want to edit and click the edit pencil

Find the step you want to edit and click the edit pencil

Click "Add Committee"

Click "Add Committee"

Select an existing committee or create a new case-specific committee to add to the step

Select an existing committee or create a new case-specific committee to add to the step

You can also add multiple committees to an existing step if more than one committee needs access to the case at the same step

In the example below two committees have been added to the case review step "School Level Review."

You can also add multiple committees to an existing step if more than one committee needs access to the case at the same step

Click the blue pencil to edit a step

Click the blue pencil to edit a step

Click "Add Committee"

Click "Add Committee"

Select an existing committee or create a new case-specific committee to add to the step

Select an existing committee or create a new case-specific committee to add to the step

Finally, you must indicate at least one committee as the "primary" committee for the step

A "Primary" committee is a committee whose Administrator or Committee Manager can move the case forward or backward from the step.

Finally, you must indicate at least one committee as the "primary" committee for the step
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