Certica Products

Managing Committees

Updated Apr 06, 2021

Committees are groups of users who might be tasked (as a group) with reviewing items. When an item is ready for review, it can be sent to a committee for review, and every user in the committee may review the item.

Each committee is associated with review rules which specify how many committee members must approve or reject an item before the item passes or fails review. You may modify these rules for your needs.

Creating a Committee

If you are an administrator, you may create committees. To create a new committee:

Click the Globe icon on the navigation bar, and choose a workspace. Select the Committees panel [1], and click the New Committee button [2].

The New Committee dialog appears. Enter a Name and Description.

Click Create Committee. The committee is added to the list of committees, with zero members and default rules. The next step is to add members to the committee.

Adding Users to the Committee

After you've created the committee, add users to it by following these steps:

  1. Click on the name of the committee. 
  2. From the Actions menu, choose Add Members. A list of users in your group appears. 
  3. Select one or more users and click Add Users. Users are now in your committee:

Changing the Rules for a Committee

By default, the rules for item review are:

  • Pass Threshold - At least one member of the committee approves the item for it to pass.
  • Fail Threshold - At least one member of the committee fails the item for it to fail.

You may modify these rules for your needs. To do so:

  1. Select a committee from the Committees panel page.
  2. From the Actions menu, choose Modify Rules. The Edit Committee Rules dialog appears. Make changes as needed.

Click Save Rule when you are finished.

Adding or Removing Committee Members

To add more users to a committee:

  1. Select a committee from the Committees panel page.
  2. From the Actions menu, choose Add Members
  3. Select users and click Add Users.

To remove users from a committee:

  1. Select a committee from the Committees panel page.
  2. Click the selection box located to the left of all users to remove.
  3. From the Actions menu, choose Remove Selected
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