A Committee record can be created either from the Committees List page or from the Committee page.
Access the Committees list.
On the ‘Committees list’ page, hover over, or click, the Options Menu icon to display the options. Click the ‘New Committee’ 1 option.
Or, from the ‘Committees List’, click on a Committee record in the list to open the ‘Committee’ page. Hover over, or click, the Options Menu icon to display the options. Click the ‘New Committee’ 2 option.
The ‘New Committee’ window opens. Enter the Committee details as required. (See New Committee window elements for details on each field).
Click the Save 5 icon to complete adding the new Committee record. The Committee page will display with this new record. Clicking the cancel 6 icon will close the ‘New Committee’ window without saving the record.
‘New Committee’ window elements
Select the Entity this Committee will belong to.
Enter the unique name identifying this Committee.
‘Start Date’ field
Enter or select the Date you wish to record this Committee as becoming ‘Active’.
‘Reports To’ selector
Optional. Select the Committee this Committee Reports To.
Enter the descriptive information for this Committee.
Click this icon to save the Committee record.
Click this icon to Close the ‘New Committee’ window without saving.