Add & Manage Applications in Boards and Committees

This article will show you how to manually add and manage applications saved to profiles within the Boards and Committees module.

Add an Application

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then click the Boards and Committees option:

3. Click the People tab:

4. Click the name of the person with the profile you want to add attachments to:

5. Navigate to the Applications tab:

6. Click the Add button:

7. Fill in the Applications fields:

   • Board: Select the board the application applies to

   • Status: Select an application status

   • Interview: Select the type of interview that applies to the application

   • District: Select a district for the applicant, if applicable

   • Note: Enter a note for the application, if desired

   • Application Date: Enter the application date

   • Interview Date: Enter the interview date, if applicable

   • Acceptance Date: Enter the application acceptance date, if applicable

   • Rejection Date: Enter an application rejection date, if applicable

   • Rejection Reason: Select a rejection reason, if applicable

   Note:

   The selections available for the Board, Status, Interview, District, and Rejection Reason fields will depend on how you have configured your dropdown options.

8. Click the Save button to save your changes and add the application to the profile:

9. The application has been saved and will now appear in the Applications tab

Edit an Application

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then click the Boards and Committees option:

3. Click the People tab:

4. Click the name of the person with the profile you want to add attachments to:

5. Click the Applications tab:

6. Click the Edit button to the right of the application you wish to edit:

7. Update the Applications fields as desired:

   • Board: Select the board the application applies to

   • Status: Select an application status

   • Interview: Select the type of interview that applies to the application

   • District: Select a district for the applicant, if applicable

   • Note: Enter or edit a note for the application, if desired

   • Application Date: Enter or edit the application date

   • Interview Date: Enter or edit the interview date, if applicable

   • Acceptance Date: Enter or edit the application acceptance date, if applicable

   • Rejection Date: Enter or edit the application rejection date, if applicable

   • Rejection Reason: Select a rejection reason, if applicable

   Note:

   The selections available for the Board, Status, Interview, District, and Rejection Reason fields will depend on how you have configured your dropdown options.

8. Click the Save button to save your changes to the application:

9. The application will appear updated in the Applications tab

Delete an Application

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then click the Boards and Committees option:

3. Click the People tab:

4. Click the name of the person with the profile you want to add attachments to:

5. Click the Applications tab:

6. Click the Edit button to the right of the application you wish to delete:

7. Click the Delete button:

8. Click the OK button on the pop-up that appears to confirm the deletion:

9. The application has been deleted and will no longer appear in the Applications tab