From Customers, select Set up tables > Committee positions
Current Position Codes
Displays the various positions that can be held within any committee.
Code
Specifies a code that represents each position that can be held within any committee. Create codes to represent all committee appointees, even those who do not hold officer-level positions. Characters entered in this field are capitalized automatically.
Title
Specifies the descriptive name for the committee position.
Rank
Specifies a unique number that corresponds to the order in which you want committee members who hold this position to display on committee rosters and other related reports. For example, enter 1 for the Chair (to display first on the roster), enter 2 for the next most important position, and so on. Assign the highest number to the lowest position such as a regular committee member.
You can reassign these ranks at any point, but in order to more easily add new positions in the future, you may wish to skip numbers between ranks. For example, if Chair is ranked as a 1, enter a 3 for the second most important position. If you do not enter a rank, iMIS sorts the members in alphabetic order.
Used to print information stored in the Committee Position tables.
To define committee positions
After setting up the Committee Codes table, you must set up the Committee Positions table before you can enter committee appointments. In the Committee positions window, you assign a code, a description, and a rank (order indicator) for each position that may be held within any committee.
1. From Customers, select Set up tables > Committee positions to open the Committee positions window.
2. Click New.
3. Enter a code in the Code field that represents the position you are defining.
4. Enter the descriptive name for the committee position in the Title field.
5. (optional) Enter a unique number that represents the order of importance in the Rank field.
6. Click Save.
To set committee options and membership duration
By default, iMIS sets the membership duration (the date represented in the Thru field in the Manage committees window) to 12. For example, when you type a date in the From field, the Thru date will default to 12 months from that date.
1. From Customers, select Set up module > General, and click Advanced to open the Customer Setup - Advanced window.
2. Click Edit.
3. Set up the options and customer duration for your committees.
4. (optional) Enter labels in the Minutes 1, 2, 3, and 4 Prompts for options that activate in the Minutes window. The option(s) activate in the Minutes window only when a label is entered in a Minutes Prompt field in the Customer Setup - Advanced window.
5. (optional) Enter the number of months in the Default Duration (months) field that you want iMIS to use when calculating the default Thru date in the Manage committees window. To indicate that the committee appointment does not expire, leave this field blank or set it to 0.
6. (optional) Enable the Use Co ID Hierarchy option to link a committee to the ID of a company record. A sub-set of customers associated with the company branch of the committee is created.
7. Click Save.