1. Access the Committees records list.

  2. Click on a Committee record in the list to open the The ‘Committee’ page. Click the Details tab. Update the field values as required.

  3. Hover over, or click the Menu Options icon, then click the Save 1 option. Note: If the Save option does not displayed, you do not have security access to update the values on this Committee record. The Save action applies fields on the Details tab.

Deactivate a Committee

Committee deactivation and activation is retained in the Detail History tab.

  1. Access the Committees records list.

  2. Click on a Committee record in the list to open the The ‘Committee’ page. Click the Details tab. Click the Status 1 field to display the dropdown selection. Click the ‘Inactive’ 2 option.

  3. ‘Inactive’ 1 displays in the Status field and a ‘Starting from’ 2 date selection field appears.

  4. Enter the date 1 the Committee became Inactive. This date can be today, or a date prior to today.

  5. Hover over, or click, the Menu Options icon, then click the Save option. A date since 1the Committee was made inactive is displayed.

  6. This Committee will not display in the Committee List with the default filters applied. Change the filters to display all Inactive Committees, to see this record.

Reactivate a Committee

Committee deactivation and activation is retain in the Detail History tab.

  1. Access the Committees records list.

  2. Click the Clear Filter 1 icon.

  3. Click the Status Filter 1 icon. Click to unselect Active 2. Click to select Inactive3. Click the OK 4 button.

  4. All ‘Inactive’ Committees are displayed. Click on the ‘Inactive’ Committee record 1required to be reactivated.

  5. The ‘Committee’ page opens. Click the Details tab. Click the Status 1 field to display the dropdown selection. Click the Active 2 option.

  6. ‘Active’ 1 displays in the Status field and a ‘Starting from’ 2 date selection field appears. Enter the date 1 the Committee became Active. This date can be today, or a date prior to today.

  7. Hover over, or click, the Menu Options icon, then click the Save option. The ‘Active’ Status 1 is displayed.



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