Interfolio Admin Guide: Part 7
Part 7 of this guide addresses how to create standing committees that can be used in case templates.
Create a Standing Committee
A CDA can create a standing committee that will appear for only the CDA's college. A standing committee can be added to one or more steps of any case within that committee's assigned unit. It makes sense to use a standing committee for individuals (such as a department head or dean) who are added to review multiple cases, because membership in a standing committee can be changed in one place without having to swap out reviewers in multiple cases. For example, if a CDA creates a standing committee for the department head, and then adds that committee to all cases within the department, the next time there is a change in department head, the CDA need only update membership in the standing committee rather than editing all existing cases. Below are the steps for creating a standing committee.
Click the Users & Groups left-hand navigation link.
Click the Committees tab.
Click Add Committee.
Type the name of the committee and select the unit (usually the department or college) to associate the committee with. Click Save.
Locate the new committee in the committees list and click the pencil icon next to it.
Scroll down to the Search Users field and search for the name of the member(s) to add to the committee. Click the + Add link next to the user(s) you wish to add.
Scroll up and click Update.
Add Standing Committees to Steps
As you edit steps within a case, click the Add Committee button, and choose the Standing Committee option.
Select your standing committee from the dropdown menu and click Add.
Update Standing Committees
Updating membership in a standing committee adjusts, in one place, who can review content in all cases where the standing committee has access. To update committee membership:
Click the Users & Groups left-hand navigation link.
Click the Committees tab.
Locate the committee in the committees list and click the pencil icon next to it.
Click the x icon next to the committee member to remove.
Scroll down to the Search Users field and search for the name of the member(s) to add to the committee. Click the + Add link next to the user(s) you wish to add.