...
Committee Terms
...
Committee Terms records track the dates a committee term starts and ends as well as the goals to accomplish during a committee term. Additionally, the members and nominees are tracked using Committee Terms records along with the active and inactive members. A Committees record must be created and saved before an associated Committee Terms record can be created.
- Open a
...
- New Committee Terms record.
- You can open a new record either from
...
- a Committees
...
- Record's
...
- Terms Tab or directly from
...
- the Committee Terms
...
- service.
...
- The Committee Terms
...
- service is located in
...
- the Committee Management -application.
- Enter the Name of the Committee Term.
- Enter the name of the committee to which this term applies in the Committee field.
- If you opened this record from
...
- a Committees
...
- record,
...
- the Committee
...
- field -populates automatically.
- Enter the Director for the committee term. This field links to the Persons -service.
- Under the General tab, specify the duration of the term by entering a Start Date and an End Date.
- The system automatically populates
...
- the Start Date
...
- with today's date. You can change this as necessary.
- For open-ended terms, leave
...
- the End Date
...
- field blank.
...
- The End Date
...
- cannot be earlier than
...
- the Start Date.
- If applicable, enter the e-mail address that has been established to communicate committee information during this term in the Term Email field.
- Specify the Goals for the committee term.
- If applicable, specify the Accomplishments of the committee.
- Typically, you will return to this record after the term has ended and enter its accomplishments.
- Enter additional information about the term in the Summary field, as necessary.
- If you want to allow a member to appear more than once in this term's membership list, place a check mark in the Allow Duplicate Members box. If you want to prevent a member from being listed more than once, leave the Allow Duplicate Members box blank.
- See
...
...
- more -information.
...
- Save the record.
- As needed, add term members, nominees, and meetings. Refer to the following sections for details:
...
...
...
...
...
...