Adding a Person to Multiple Committee Terms

Follow these steps to add one person to Multiple Committee Term records:

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

   

   • The Select Committee Terms dialog box displays.
      
3. If not already selected, select the Add Persons(s) as Member option to add this person as a committee term member.
   
   • This feature can also be used to add a person as a committee term nominee by selecting the Add Persons(s) as Nominee option. See Nominating People for Committee Terms for more details.
      
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. Place a check mark in the Selected column for each committee term to which you want to add this person.
6. For each committee term you selected, specify the person's rank and voting status, if desired.
   
   
   
   
7. Click OK. 
8. When prompted, click Yes to confirm your selection.
   
   

   

   • A confirmation window displays verifying that the selected records were added to 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.
   
   
   • The committee terms that the person is a member of are listed on the Committees tab of the Persons record.

   

   • See Modifying Committee Term Members for details on how to add more information about a particular committee term member.
   • The person also appears on a Members tab of the Committees and Committee Terms records.
      
10. Save and close the Persons record.