Documentation Index

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View & Navigate the Boards and Committees Dashboard

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This article will show you how to view and navigate the Boards and Committees dashboard. You can view the Terms, Appointments, or Applicants board views and filter results from there.

Important Note

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.

Instructions

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

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

    The User Menu with the Boards and Committees option highlighted.

  3. Ensure you are viewing the Dashboard tab:

    The Dashboard tab to the right of the Agenda and Meeting Management logo on the Boards and Committees module.

  4. View and navigate through the Dashboard sub-tabs:

    The Terms, Appointments, and Applicants tab on the Boards and Committees Dashboard.

    • Terms: View all current expiring terms:

      The blue, rectangular Terms tab and Terms data.

    • Appointments: View all appointments:

      The blue, rectangular Appointments tab and Appointments data.

    • Applicants: View total applicants:

      The blue, rectangular Applicants tab and Applicants data.

  5. Filter the results as needed:

    • Year: Select a year to view annual results:

      The Years dropdown on the Applicants tab.

    • Entries per page: Choose to narrow or expand the number of results shown on screen at one time:

      The Entries per page dropdown on the Terms tab.