To change a committee appointment type
After preliminary or final appointment selections have been made, you can change the appointee's status as necessary.
- From Customers, select Manage committees to open the Manage committees window.
- Select the committee code from the list in the Committees field (including any necessary filtering selections). Make sure you include a term selection that includes the customer's record.
- Highlight the customer record in the list of committee appointees.
- Select More on the Manage committees window to display a menu of maintenance choices.
- Select one of the following options:
- Move to Committee to change the member to a permanent appointee
- Move to Proposed to change the member to a proposed appointee
- Move to Applicant to reassign a member to an applicant
A warning message box is displayed.
- Click Yes.