Adding Nominees to a Committee Term

Follow these steps to add multiple people as nominees to a committee term in one operation:

1. Create or open a Persons view that includes the people you want to nominate to a committee term.
2. Select the people in the view to be added as nominees to the committee. To select more than one Persons record, hold down the Ctrl key and click each record.

3. Select the Add Person to Committee icon to initiate the wizard. 
   
   

   Note that the wizard is not available for prompted views.

    

   • A dialog appears with three options.
     
     
4. Either click No to add to a committee term only the persons selected within the view, or click Yes to add all people in the view to a committee term. The Select Committee Terms dialog appears.
   • You can also click Cancel if you want to cancel the process.
     
     
5. Select the Add Persons(s) as Nominee option to add this person as a committee term member.
   
   • This feature can also be used to add persons as members to committee terms by selecting the Add Persons(s) as Member option. See Adding People to a Committee Term for more details.
      
6. Select the filter by which to view the available committee terms:
   
   • Current Committee Terms
   • Past Committee Terms
   • Future Committee Terms
   • All Committee Terms
      
7. Select the check box in the Selected column for each committee term to which you want to nominate these persons.
8. For each committee term you selected, specify the type of nomination and the current status of the nominees.
   
   
   
   
9. Click OK. 
10. When prompted, click Yes to confirm your selection.
    • A confirmation window displays verifying that the selected records were added to the committee term.
       
11. To return to the Select Committee Terms dialog box and add the persons to more committees, click Cancel. Otherwise, click OK to return to the view.

• • Note that the committee terms that the persons are nominated for are not listed on the Committees tab of their Persons record. The persons only appear on the Nominee tab of the corresponding Committee Terms records.
  • See Modifying Committee Term Nominees for details on how to add more information about a particular committee term nominee.