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Once the candidates reach a specific committee level in the review process, you will be responsible for managing the committee review process by opening the access for the committee members to review the dossiers, assisting with uploading letters and entering votes on behalf of the committee, and advancing the candidates to the next committee level when the review process on the current level is complete. For more information on setting up these committees initially in PROMOTE, please reference section 2 on this page or check out our detailed user guide on creating a review level committee.

  1. Navigate to the Internal Review page for your specific process in PROMOTE and click the card of the committee you would like to manage.

  2. To give the committee members access to view a candidate's dossier assigned to that committee, double click the Select Status column in the Candidates grid and select Review in Process. For more information on candidate statuses within a committee, check out our detailed user guide on changing the status of a candidate.  

    1. Please note that you will not be able to change the status of a candidate to open up access if the candidate is not currently active on that committee review level. Candidates will appear greyed out in the Candidates grid if they are not active on that committee level yet. If you are unsure of the order of committee levels that your candidates are required to go through in the system, navigate to the candidate's dossier page and click the progress bar nodes at the bottom of the page to view the committees the candidate should be reviewed by.

    2. Once the access is opened up, committee members will automatically receive an email letting them know of the dossier that is ready for them to review at 6:00 PM that night. If you would like to send those emails immediately, click Send Email Now. If you would like to skip the email notification entirely, click Skip Emails. For more information on the email notifications, check out our detailed user guide on notifying committee managers and committee members

  3. When the committee has their final votes and/or letters for the candidate, click Enter Votes above the Candidates grid on the committee page to enter the votes in. Click Upload Letter in the correct candidate's row in the Candidate's grid to upload the final PDF letter for that committee.

  4. When the candidate has the required votes/letters uploaded and they are ready for the next level committee's review, select the candidate in the left-most column of the Candidates grid and click Advance, followed by Submit to move the candidate to the next level.