Copying Term Members with a Wizard

In many cases, a committee's membership may not change substantially from term to term. Therefore, Aptify provides the Committee Term Renewal wizard that allows a user to easily copy the members from one term to another.

Follow these steps to use the wizard to copy members from one term to another:

1. Create the Committee Term to which you want to copy members, if it does not exist already. See Creating Committee Terms for more information.
2. Create or open a view of the Committee Terms service.
3. Click the Committee Term Renewal Wizard icon to launch the wizard.
   
   
   
   
4. Enter the destination Committee Term, to which you want to copy members, in the Select Committee Term field.
   
   
   
   
5. Click Next to continue.
6. Select the existing Committee Term whose members you want to copy from the grid of available committee terms.
   
   • By default, the grid displays the current committee terms. To display past or future committee terms, select the appropriate radio button or select the All Committee Terms item display all of the Committee Terms records.
   • Note that you can only select one committee term from the grid.

   
   
   

7. Click Next to continue.
8. Specify the date for these new members in the Destination Term Member Start Date field.
   
   • All of the selected members will use this start date.
   • This field defaults to the current date. Note that you must enter a Start Date that is equal to or later than the Committee Term's Start Date.
   • The wizard will automatically set a member's End Date to match the term's End Date.
      
9. Select the members that you want to copy from the source Committee Term to the destination Committee Term from the grid of members in the source term.
   
   • If the destination term has the Allow Duplicate Members option selected, members from the source term who are already members of the destination term will still appear in this grid. If added, the member will be listed twice in the destination Committee Term.
   • If the destination term has the Allow Duplicate Members option cleared, members from the source term who are already members of the destination term will not appear in this grid.
   • See Allowing Duplicate Committee Term Members for more information on this setting.

   
   
   

10. Click Finish to copy the members to the destination term.
11. When prompted, click Yes to view the Committee Terms record or click No to close the wizard without opening the Committee Terms record.
    
    

• • The members you selected in the wizard now appear on the destination term's Members tab. Note that the member's Rank, Title, Role, Voting Member status, and Region from the source term automatically populate the member's record in the destination term.