Use the People Filters in Boards and Committees

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The Boards and Committees People module has a variety of filters that can make your searches easier and more accessible.

Important Notes

  • You must have access to the Boards and Committees module to use this feature. For more information or to enable Boards and Committees, please contact your Customer Success Manager or Account Manager.

  • The People Filters automatically apply after selection, so there is no need to click an additional button to apply them.

Instructions

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

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

    The User Menu with the Boards and Committees option highlighted.

  3. Click the People tab:

    A People tab with a person icon to the right of the solution logo.

  4. Click the Browse People tab:

    A gray, rectangular Browse People tab to the right of the All People tab.

  5. Apply the desired filters:

    Various people filter dropdowns which can be clicked to select criteria to narrow down the search results.

    • Boards: Select the board people may belong to

    • Dates: Filter by appointment date, term start, term end, resignation, application, interview, acceptance, or rejection date

    • Appointments: Filter by status of appointment, position number, term, or role

    • Applications: Filter by status, interview, or district

    • Training: Filter by training name, completed training, or required training

    • Demographics: Filter by gender, ethnicity, or political party

    • Other: Filter by other criteria, such as background check or council liaison

  6. View the filtered results below the filter dropdowns:

    An example set of filtered Browse People search results.