To add member 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 and select '+ Add an Appointment'.
This will bring up a new menu for you to add appointment information for the member.
To add the appointment type, start typing or click on the arrow to bring up available types. The types and numbers available are set in your Governing Board's Constitution.
You can change the appointment types and numbers in the Constitution by following using this help article: 'How do I edit the Constitution?'
Enter appointment dates and any additional information and click 'Add' to save the information.
To update or change appointment information
To update or change appointment information, select the three dots menu next to their existing appointment and select edit information.
This will make the 'Add appointment information' window appears where you can make edits. 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.
To finish and save your updates, just click 'Update'.
Removing appointment information
You can remove an appointment by clicking the 3 dots next to the appointment, then selecting Remove appointment from the menu.
