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