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Adding New Committee Information

Secretariat allows you to assign committees to an entity. Only those committee members with a position type of “Committee Member” or “Committee Chairman” will appear on the Committee Members tab in the Details area.

To Add New Committee Information:

  1. Open the Entities module and add a new entity or edit an entity record.
  2. In the Entities Edit Mode, click the Committees tab.
  3. Click the New button.
  4. þÿ
  5. Click the button next to the Name text box and select a committee entity that has been created previously. If you have not created the entity for the committee, you must create the entity before you can enter committee information.
  6. þÿ
  7. Continue entering information directly into the fields or select dates from the popup calendar.
  8. Click Save.

To Add a New Committee Member:

On the Committees tab, add a new committee or select an existing one.

  1. In the Details area, click the New button.
  2. On the Entities – Committee Members dialog box, click the button next to the Name text box and select a person.
  3. Click the button next to the Title text box and select a title with a default position type of “Committee Member”.
  4. Enter other information as needed.
  5. Click Save.
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