This article will show you how to manually add and manage applications saved to profiles within the Boards and Committees module.
Add an Application
- Sign in to your solution if you have not already
- Navigate to the User Menu, then click the Boards and Committees option
- Click the People tab
- Click the name of the person with the profile you want to add attachments to
- Navigate to the Applications tab
- Click the Add button
- Fill in the Applications fields
- Board: Select the board the application applies to
- Status: Select an application status
- Interview: Select the type of interview that applies to the application
- District: Select a district for the applicant, if applicable
- Note: Enter a note for the application, if desired
- Application Date: Enter the application date
- Interview Date: Enter the interview date, if applicable
- Acceptance Date: Enter the application acceptance date, if applicable
- Rejection Date: Enter an application rejection date, if applicable
- Rejection Reason: Select a rejection reason, if applicable
Note: The selections available for the Board, Status, Interview, District, and Rejection Reason fields will depend on how you have configured your dropdown options. - Click the Save button to save your changes and add the application to the profile
- The application has been saved and will now appear in the Applications tab
Edit an Application
- Sign in to your solution if you have not already
- Navigate to the User Menu, then click the Boards and Committees option
- Click the People tab
- Click the name of the person with the profile you want to add attachments to
- Click the Applications tab
- Click the Edit button to the right of the application you wish to edit
- Update the Applications fields as desired
- Board: Select the board the application applies to
- Status: Select an application status
- Interview: Select the type of interview that applies to the application
- District: Select a district for the applicant, if applicable
- Note: Enter or edit a note for the application, if desired
- Application Date: Enter or edit the application date
- Interview Date: Enter or edit the interview date, if applicable
- Acceptance Date: Enter or edit the application acceptance date, if applicable
- Rejection Date: Enter or edit the application rejection date, if applicable
- Rejection Reason: Select a rejection reason, if applicable
Note: The selections available for the Board, Status, Interview, District, and Rejection Reason fields will depend on how you have configured your dropdown options. - Click the Save button to save your changes to the application
- The application will appear updated in the Applications tab
Delete an Application
- Sign in to your solution if you have not already
- Navigate to the User Menu, then click the Boards and Committees option
- Click the People tab
- Click the name of the person with the profile you want to add attachments to
- Click the Applications tab
- Click the Edit button to the right of the application you wish to delete
- Click the Delete button
- Click the OK button on the popup that appears to confirm the deletion
- The application has been deleted and will no longer appear in the Applications tab
Resources
- Add, Edit, or Delete a Person in Boards and Committees
- Configure Dropdown Options in Boards and Committees
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