Learn how to create Committees and appoint Members
To create a Committee;
- Navigate to General > Committees and click +New in the top left hand corner to begin the workflow.
- Click on Details on the left and then enter in the following information for the Committee - Start Date, End Date, Name, Notice, Quorum
- Navigate to the Members tab on the left and click on +Add Member to select a member record from the list of people or click on New to create the new profile of a member. In the Date Appointed field, select a date that corresponds to the date this person was appointed a member of the committee. Click on +Address or +Title to add an address or an additional title the person holds on the committee.
- Click Create in the bottom right hand corner to create the committee.
Note: By default the Committee being created and the member (s) added will set with a Confirmed status. This can be changed to Inactive by clicking into Confirmed in the top right hand corner.
To manage a committee,
- click into the committee record. A new window will show up on the right hand side of the screen.
- Click Edit to modify the necessary information and then click Save
To Delete a committee;
Navigate your cursor to the end of the committee record and select Delete.