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Adding a Nominee from a Persons Record

Follow these steps to add a nominee to one of more Committee Terms from a Persons record:

  1. Open a Persons record and click the Committees tab.
  2. Click the Add To Committees button.

    Persons Record's -Committees Tab
    • The Select Committee Terms dialog box displays.
       
  3. Select the Add Persons(s) as Nominee option to add this person as a committee term member.
  4. Select the filter by which to view the available committee terms.
    • Current Committee Terms
    • Past Committee Terms
    • Future Committee Terms
    • All Committee Terms
       
  5. Click the check box in the Selected column for each committee term to which you want to nominate this person.
  6. For each committee term you selected, specify the type of nomination and the current status of the nominee.

    Select -Committee Terms
  7. Click OK
  8. When prompted, click Yes to confirm your selection.

    Confirm -Committee Term -Selections

    • A confirmation window displays verifying that the selected records were nominated for the committee term.

     

  9. To return to the Select Committee Terms dialog box and add the person to more committees, click Cancel. Otherwise, click OK to return to the Persons record.
    • Note that the committee terms that the person is nominated for are not listed on the Committees tab of the Persons record. The person only appears 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.
       
  10. Save and close the Persons record.

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