Modifying Committee Term Members
Once a person has been added to a Committee Term, you can add more information or modify the person's membership information at any time as necessary. Follow these steps to open and modify a Committee Term Members record:
- Do one of the following to open a Committee Term Members record:
- Open a Committee Terms record and click the Members tab. Then, double-click an existing member to open the Committee Term Members record.
- Open a Persons record and click the Committees tab. Then, double-click an existing Committee Term membership to open the corresponding Committee Term Members record.
Â
- Specify the Rank and Title of the Member if desired.
- In the Role field, specify the role of the member.
- This field links to the Committee Roles service. See About the Committee Roles Form for more information.
Â
- This field links to the Committee Roles service. See About the Committee Roles Form for more information.
- If the member has voting privileges, select the Voting Member check box.
- If the member is restricted to a specific region, specify that location in the Region field.
- Modify the Start Date and End Date, as necessary.Â
- By default, these fields are set to the Committee Term's Start and End Date.
Â
- By default, these fields are set to the Committee Term's Start and End Date.
- Specify additional information about this member in the Goals, Accomplishments, and Summary fields, as necessary.
- Click OK to save and close the Committee Term Members record.
- Save the Committee Terms record.
Copyright © 2014-2019 Aptify - Confidential and Proprietary