Previous Topic

Next Topic

To change a committee appointment type

After preliminary or final appointment selections have been made, you can change the appointee's status as necessary.

  1. From Customers, select Manage committees to open the Manage committees window.
  2. 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.
  3. Highlight the customer record in the list of committee appointees.
  4. Select More on the Manage committees window to display a menu of maintenance choices.
  5. 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.

  6. Click Yes.

See Also

Managing Committees

Manage committees window

To assign a member to a committee

To edit a committee appointment

To delete an appointee from a committee

To insert committee minutes

To print committee minutes


ASI logo 10.6 Production Release. Updated 10/5/2005 3:22:08 PM
© Copyright by Advanced Solutions International, Inc. All rights reserved.