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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add & Manage Applications in Boards and Committees

  • Updated:

This article will show you how to manually add and manage applications saved to profiles within the Boards and Committees module.

 

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Add an Application

 

  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 name of the person with the profile you want to add attachments to
    An example user name.
  5. Navigate to the Applications tab
    The Applications tab in the left navigation menu.
  6. Click the Add button
    The green, rectangular Add button to the right of the Applications header.
  7. Fill in the Applications fields
    The Applications page information 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.
  8. Click the Save button to save your changes and add the application to the profile
    The green, rectangular Save button to the right of the Applications information fields.
  9. The application has been saved and will now appear in the Applications tab

 

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Edit an Application

 

  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 name of the person with the profile you want to add attachments to
    An example user name.
  5. Click the Applications tab
    The Applications tab in the left navigation menu.
  6. Click the Edit button to the right of the application you wish to edit
    The blue, rectangular Edit button to the right of the Applications information fields.
  7. Update the Applications fields as desired
    The Applications page information 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 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.
  8. Click the Save button to save your changes to the application
    The green, rectangular Save button to the right of the Applications information fields.
  9. The application will appear updated in the Applications tab

 

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Delete an Application

 

  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 name of the person with the profile you want to add attachments to
    An example user name.
  5. Click the Applications tab
    The Applications tab in the left navigation menu.
  6. Click the Edit button to the right of the application you wish to delete
    The blue, rectangular Edit button to the right of the Applications information fields.
  7. Click the Delete button
    The red, rectangular Delete button to the right of the Applications information fields.
  8. Click the OK button on the popup that appears to confirm the deletion
    The blue, rectangular OK button on the Google Chrome Confirm Delete popup.
  9. The application has been deleted and will no longer appear in the Applications tab

 

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