Add & Manage Boards in Boards and Committees

This article will show you how to add, edit, and delete a board in the Boards and Committees module.

Important Note

Before you start, ensure that you have configured your drop-down options.

Add a Board

1. Sign in to your solution if you have not already
2. Navigate to User Menu, then select the Boards and Committees option
   
3. Click the Boards tab
   
4. Click the Add Board button
   
5. Fill in the Board Details fields
   
   • Board Name (required): Add the name of the board
   • Status (required): Select the status of the board
   • Type (required): Select the type of board
   • Number of Positions/Seats (required): Specify how many people are on the board
   • Term Length (months) (required): Specify the term length, in months, of a board member
   • Term Limits: Specify how many terms a board member can serve
   • Notes: Provide any additional notes, if desired
   • Meeting Schedule: In text form, describe the meeting schedule
   • Meeting Time: Specify the time meetings take place
   • Meeting Location: Specify the location of meetings
   • Meeting Address: Specify the address of the meeting location
   • Staff Liaison: Select a staff liaison from the drop-down list
   • Council Liaison: Select a council liaison from the drop-down list
   • Public Portal (Description): Add a brief description of the board that will appear in the public portal, if desired
6. Click the Save button at the top of the page
   
7. The board has been added

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Edit Board Details

1. Sign in to your solution if you have not already
2. Navigate to User Menu, then select the Boards and Committees option
   
3. Click the Boards tab
   
4. Select the board you want to edit
   
5. Edit the desired Details fields
   
   
   • Board Name (required): Add the name of the board
   • Status (required): Select the status of the board
   • Type (required): Select the type of board
   • Number of Positions/Seats (required): Specify how many people are on the board
   • Term Length (months) (required): Specify the term length, in months, of a board member
   • Term Limits: Specify how many terms a board member can serve
   • Notes: Provide any additional notes, if desired
   • Meeting Schedule: In text form, describe the meeting schedule
   • Meeting Time: Specify the time meetings take place
   • Meeting Location: Location of meetings
   • Meeting Address: Specify the address of the meeting location
   • Staff Liaison: Select a staff liaison from the drop-down list
   • Council Liaison: Select a council liaison from the drop-down list
   • Public Portal (Description): Add a brief description of the board that will appear in the public portal, if desired
6. Click the Save button at the top of the page
   
7. The board has been updated

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Delete a Board

1. Sign in to the system if you have not already
2. Navigate to User Menu, then select the Boards and Committees option
   
3. Click the Boards tab
   
4. Select the board you wish to delete
   
5. Navigate to the Actions menu, then select the Delete Board option
   
6. Click the OK button in the popup box that appears to confirm the deletion
   
7. The deleted board will no longer appear in the Boards list
   

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Resources

• Add & Manage Board Roster Members in Boards and Committees

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