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How do I add or update appointment details?
How do I add or update appointment details?

Adding appointment details such as a first appointed date to your members

David Woozley avatar
Written by David Woozley
Updated over a week ago

To add appointment information

From the Governing Board or Trust Board tab, select Members.

Click on the arrow to the right-hand side of the member's name to reveal a drop-down menu.

Select + Add an Appointment to bring up a new menu.

Here, you can select the appointment type. Just start typing, or click on the arrow to bring up available types.
(the types and numbers available are set in your governing boards Constitution).

Click Add to save the information.

To update or change appointment information

Click on the three dots menu for the existing appointment and select edit information.

A new window appears which allows you to edit the existing information. You can update terms of office, allocate a nominating authority and keep a note of any additional info.

** Top Tip ** Additional information can be anything relevant to the appointment; such as their nominating authority or the terms of office of a new or temporary role. You can also use it to record a resignation date before officially removing a governor from the board.

Just click Update to finish.


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