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- 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 Allowing Duplicate Committee Term Members more -information.
- Save the record.
- As needed, add term members, nominees, and meetings. Refer to the following sections for details: