Objective:

• Create a Committee

Environment:

• PolicyStat

Additional Information:

PLEASE NOTE: Committees are reserved for use with Review Sets only. Review Sets are a considered a legacy feature, and preferred functionalities for committee reviews can be found with User Groups and our Collaboration features. PolicyStat encourages the use of User Groups for assigning approvals and/or acknowledgments. For more information on how to create User Groups, see this article. 

There are permission requirements for being able to edit a review set committee. Please note the following: 

1.  The user must have created the review set, or 
2. The user must be a Site Administrator on the home site of the review set's base committee, or
3. The user must be the base committee Chair or Administrator.

An Area Manager who did not create a review set cannot edit the review set without Site Administrator permissions. 

This short video shows Area Managers and Site Administrators how to create committees to be applied to a Review Set.

Create or Edit a Committee (01:28)

Procedure:

1. Locate and click Create a Committee under the Policy Reviews section on the right of the PolicyStat homepage.
   
2. Complete the committee by adding at minimum a Committee Name and a Committee Chair. Additional Admins or Members can be added as needed.
   
3. Click Create Committee when ready.

For additional information about Committees and Review Sets see this PDF article.

NOTE:  A document can only be included in one Review Set at a time.  If trying to add a document to a Review Set and it cannot be found when searching or the ADD button seems disabled, most likely the document is already in an active Review Set.