To add member appointment information
To add a new appointment or term of office for a user, you'll need to:
Go to the Governing Board or Trust Board tab
Select Members
Click the arrow next to the user's name to reveal a drop-down menu
Choose + Add an appointment
This will open a new menu for you to add appointment information for the user.
You can select the appointment type by clicking on the arrow to bring up available types. The types and numbers available are set in your Constitution.
You can also start typing into the box to bring up the correct appointment.
Once the new appointment or has been selected, you'll be able to add in more details including:
When they were first appointed
The term of office start and end date
Who they were appointed by
Any additional information, such as previous appointments
Click on Add to save the appointment to the user
This appointment will then show under their name in the Members tab.
To update or change appointment information
To edit an existing term of office, you'll need to:
Click on the three dots next to the appointment that needs to be updated
Select Edit information
This will bring up the box to edit the appointment details.
Add in the new information
Click Update to save
** 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.
Renewing an appointment
You can renew an existing appointment for a user rather than removing the existing appointment or adding a new one.
Select the three dots next to the appointment to be renewed
Click on Reappoint
This will open up the reappointment box.
Add in the first appointed date
Enter the new term of office dates
Add the previous term of office details into the Additional information box
Click Update to save
The new term of office dates will then show for the appointment under their name, along with the details of their previous appointment.
Removing appointment information
You can remove an appointment by:
Selecting the three dots next to the appointment
Clicking Remove appointment
Please note, only users who have an appointment under their name will be transferred to the historical record.
Those who have had all their appointments removed will not be transferred to the historical record when removed from the account.
