When you remove a user from a GovernorHub account, they will be transferred to the historical record automatically if they still have an appointment listed under their name.
If they don't have an appointment listed, or the appointment was removed before removing them from the account, they will not be transferred to the historical record.
Adding a new historical member record from scratch
Go to the Governing Board tab, and then under the Members tab select Historical members.
This will take you to the historical record.
Click on the + Add record button.
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 select the + Add appointment button at the bottom of the box.
You can then enter the appointment details to be added to the record.
Select Save on both of these windows to add the new appointment to the historical record.
Is there a report I can download for historical members?
Yes! If you go to the About tab and then Downloads, you can download the Historical members report. This report includes all the information included in the historical record.
