To assign a member to a committee
To add a member to a committee, you need the following information:
- Customer ID (use Find in the Customer Portfolio)
- Code for the position in which the member will serve
- Date range for the appointed term
- From Customers, select Manage committees to open the Manage committees window.
- Select the committee code that you want the member to be associated with from the Committees field.
- Select the appropriate type by enabling one of the following options:
- Committee
- Proposed
- Applicants
- Show All
For example, if you want to add applicants instead of actual committee members, enable the Applicants option before entering the applicant. Otherwise, iMIS assumes you want to enter an appointee.
- Click New. Your insertion point moves to the ID field.
- Enter the customer ID of the appointee, or click the lookup icon to select an available value.
- (Optional) Enable the No Mail option to exclude the given appointee from committee-specific label runs.
- Enter the appointee's position code in the Position field or click the lookup icon to select an available value.
- Enter the start date of the appointee's committee term in the From field.
- Enter the ending date of the appointee's committee term. If the default committee duration has been defined by your administrator, you can keep or override this value.
- Enter any additional information you want to record for the appointee in the Notes field.
- Click Save.