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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.

View & Manage Appointments in Boards and Committees

  • Updated:

This article will show you how to view individuals' appointments in the Boards and Committees module.

 

Important Note

This article provides instructions on how to view current and past appointments and how to make some edits to past appointments. For comprehensive instructions on how to manage appointments, view our Add and Manage Board Roster Members in Boards and Committees article.

 

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View a Current or Past Appointment

 

  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 whose appointments you wish to view
    An example user name.
  5. Navigate to the Appointments tab
    The Appointment tab in the left navigation menu.
  6. View the person's Current Appointment(s) at the top of the screen, if applicable
    The Current Appointments section.
  7. Scroll past the person's current appointment(s) to view their Past Appointment(s) if applicable
    The Past Appointments section.

 

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Edit a Past Appointment

 

  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 whose appointments you wish to view
    An example user name.
  5. Navigate to the Appointments tab
    The Appointment tab in the left navigation menu.
  6. Scroll to the Past Appointments section
    The Past Appointments section.
  7. Click the Edit button to the right of the past appointment you wish to update
    The blue, rectangular Edit button next to an example past appointment.
  8. Update the Past Appointments fields as desired
    The Past Appointments information fields.
    • Board: Select the board or committee that applies to this appointment
    • Status: Select the status of the person
    • Position/Seat: Auto-generates position number for this appointment
    • Appointed By: Choose who/what appointed this person
    • Term: Select the term that this appointment applies to
    • Role: Select the role of the person
    • Appointment Date: Enter or update the date of appointment
    • Term Start/End Date: Enter or update the start date and end date of this term
    • Resignation Date: Enter or update the date of resignation (if applicable)
    • Note: Enter or update any additional notes
  9. Click the Save button to save your changes
    The green, rectangular Save button to the right of an example past appointment.
  10. The past appointment has been saved

 

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Delete a Past Appointment

 

  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 whose appointments you wish to view
    An example user name.
  5. Navigate to the Appointments tab
    The Appointment tab in the left navigation menu.
  6. Scroll to the Past Appointments section
    The Past Appointments section.
  7. Click the Edit button to the right of the past appointment you wish to delete
    The blue, rectangular Edit button next to an example past appointment.
  8. Click the Delete button
    The red, rectangular Delete button next to an example past appointment.
  9. Click the OK button on the pop-up that appears to confirm the deletion
    The blue, rectangular OK button on the Google Chrome Confirm Delete popup.
  10. The past appointment has been deleted

 

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