Overview  

Before you can select options from drop-down lists in the Boards or People modules, you must configure your drop-down settings. You can add, edit, or delete drop-down options.

Instructions

1. Navigate to User Menu > Boards & Committees
   
2. Navigate to User Menu > Settings
   
3. Select an item to modify its Dropdown Options
   
   • Boards: Modify options for Boards
   • Roster: Modify options for the People Roster
   • People: Modify options for People
   • Applications: Modify options for Applications
   • Training: Modify options for Training
   • Documentation: Modify options for Documentation (files, attachments, etc.)
     • Note: The process to configure drop-down options is the same for all items.
4. Click Add next to a category name to create a new drop-down option
   
5. Enter a name for the new option in the Description box
   
6. Select Save
   
7. Select Edit to modify the description of an existing option, or select Delete to remove an existing option
   
   
   • Note: To Delete, you must also click OK in the pop-up box that appears to confirm the deletion.