Editing a Case

Three Sections of the Case:

1. Candidate Packet: The candidate or unit administrator will be able to add, replace, or delete any files in an unlocked section before submission. Do not put files in this area that should not be seen by the candidate. 
2. Committee Documents: Files in this section can be seen only by members of the committees, not the candidate. This area resides in the “Internal” section of the case.
3. External Evaluations: Files in this section can be seen only by members of the committees, not the candidate. External evaluations will directly import into this area. This area resides in the “Internal” section of the case. 

Unit administrators will see all documents in all sections.

The following file types are acceptable: .pdf, .doc, .docx, .xls, .xlsx, .txt, .ppt, .pptx, .html.

Editing Case Review Steps

For the most part, “Case Review Steps” have been pre-defined in your templates so changes and updates should not happen often. An instance when you would need to edit the “Case Review Step” would be when you replace the placeholder committee with the correct committee. If this were to happen, please remember to delete the placeholder committee once the correct one is in place.

For more information on editing a case, click here.