How to add a new historical member record from scratch?
On the members page under Historical members, you'll find an option to Add Record.
This brings up a window allowing you to add details for a former member of the board including: leaving date, name, roles, committees, reason for removal and notes.
To add appointment details such as the governor type, you'll need to click 'Add appointment'. This brings up a new window where you can add the appointment type and details such as term-of-office start and end.
β
Don't forget to hit Save on both of those windows to add the new appointment to the historical members' timeline.
You might find our related help articles useful:
Is there a report I can download for historical members?
Ah, we knew you'd ask. We hope to provide a historical members report which contains the information held on this page as soon as possible (please bear with us, we're working on it!).
β
We'll also make sure that the declarations and training reports also include information on members who've left within the last 12 months.