This article will show you how to add, edit, and delete a board in the Boards and Committees module.
Important Note
Before you start, ensure that you have configured your drop-down options.
Add a Board
Sign in to your solution if you have not already
Navigate to User Menu, then select the Boards and Committees option:
Click the Boards tab:
Click the Add Board button:
Fill in the Board Details fields:
Board Name (required): Add the name of the board
Status (required): Select the status of the board
Type (required): Select the type of board
Number of Positions/Seats (required): Specify how many people are on the board
Term Length (months) (required): Specify the term length, in months, of a board member
Term Limits: Specify how many terms a board member can serve
Notes: Provide any additional notes, if desired
Meeting Schedule: In text form, describe the meeting schedule
Meeting Time: Specify the time meetings take place
Meeting Location: Specify the location of the meetings
Meeting Address: Specify the address of the meeting location
Staff Liaison: Select a staff liaison from the drop-down list
Council Liaison: Select a council liaison from the drop-down list
Public Portal (Description): Add a brief description of the board that will appear in the public portal, if desired
Click the Save button at the top of the page:
The board has been added
Edit Board Details
Sign in to your solution if you have not already
Navigate to User Menu, then select the Boards and Committees option:
Click the Boards tab:
Select the board you want to edit:
Edit the desired Details fields:
Board Name (required): Add the name of the board
Status (required): Select the status of the board
Type (required): Select the type of board
Number of Positions/Seats (required): Specify how many people are on the board
Term Length (months) (required): Specify the term length, in months, of a board member
Term Limits: Specify how many terms a board member can serve
Notes: Provide any additional notes, if desired
Meeting Schedule: In text form, describe the meeting schedule
Meeting Time: Specify the time meetings take place
Meeting Location: Location of meetings
Meeting Address: Specify the address of the meeting location
Staff Liaison: Select a staff liaison from the drop-down list
Council Liaison: Select a council liaison from the drop-down list
Public Portal (Description): Add a brief description of the board that will appear in the public portal, if desired
Click the Save button at the top of the page:
The board has been updated
Delete a Board
Sign in to the system if you have not already
Navigate to User Menu, then select the Boards and Committees option:
Click the Boards tab:
Select the board you wish to delete:
Navigate to the Actions menu, then select the Delete Board option:
Click the OK button in the pop-up box that appears to confirm the deletion:
The deleted board will no longer appear in the Boards list:
