Nominating People for Committee Terms

The Committee Terms record includes a Nominees tab that an organization can use to track the nominees for committee terms.

The Nominees tab is for recording purposes only. When using a standard Aptify installation, a user must manually add a nominee as a Committee Term member when his or her membership is approved. By default, the system does not automatically convert a nominee to a member.

Also note when using a standard Aptify installation, a person can be nominated to a committee term more than once and a nominee can appear multiple times on a particular Committee Terms record's Nominees tab.

This topic provides links to sub-topics that describe how to add and modify committee term nominees:

• Adding a Nominee from a Persons Record
• Adding a Nominee from a Committee Term Record
• Adding Nominees to a Committee Term
• Modifying Committee Term Nominees

Adding a Nominee from a Persons Record

Follow these steps to add a nominee to one of more Committee Terms from a Persons record:

1. Open a Persons record and click the Committees tab.
2. Click the Add To Committees option from Actions dropdown.
   
   
   
   • The Select Committee Terms dialog box displays. 
3. Select the Add Persons(s) as Nominee option to add this person as a committee term member.
   • This feature can also be used to add persons as members to committee terms by selecting the Add Persons(s) as Member option. See Adding a Person to Multiple Committee Terms on for more details. 
4. Select the filter by which to view the available committee terms.
   • Current Committee Terms
   • Past Committee Terms
   • Future Committee Terms
   • All Committee Terms 
5. Click the check box in the Selected column for each committee term to which you want to nominate this person.
6. For each committee term you selected, specify the type of nomination and the current status of the nominee.
   
   
7. Click Finish. 
8. To return to the Select Committee Terms dialog box and add the person to more committees, click Back. Otherwise, click OK to return to the Persons record.
   • Note that the committee terms that the person is nominated for are not listed on the Committees tab of the Persons record. The person only appears on the Nominee tab of the corresponding Committee Terms records.
   • See Modifying Committee Term Nominees for details on how to add more information about a particular committee term nominee. 
9. Save and close the Persons record.

Adding a Nominee from a Committee Term Record

Follow these steps to add a nominee to a committee term:

1. Open a Committee Terms record and click the Nominees tab.
2. Click the New record icon to open a new Nominees record.
3. Enter the nominee in the Member field. This field links to the Persons service.
4. Enter the nominee's Title and proposed term Rank if desired.
5. Enter additional details about the nominee in the Summary field as necessary.
6. Select a nominee type from the Type drop-down list. The available types are as follows:
   • Applicant:  Person applied for committee term membership. This option is selected by default.
   • Nominee: Person was nominated for committee term membership.
   • Other: Person obtained nominee status by a method other than application or nomination.
7. Select the current status of the nominee from the Status drop-down list. Pending is selected by default. The available Status types are as follows:
   • Pending: Selected by default.
   • Approved: The nominee has been accepted for membership to the committee term.
   • Rejected: The nominee has not been accepted for membership. 
8. Select the role in which the nominee is being nominated for in the Role field. This fields links to the Committee Roles service.
   
   
9. Click OK to save and close Nominees record. 
10. Save the Committee Terms record. The Nominees tab lists the nominee.
    • See Modifying Committee Term Nominees for details on how to modify the information about a particular committee term nominee.
      
      

Adding Nominees to a Committee Term

Follow these steps to add multiple people as nominees to a committee term in one operation:

1. Create or open a Persons view that includes the people you want to nominate to a committee term.
2. Select the people in the view to be added as nominees to the committee. To select more than one Persons record, hold down the Ctrl key and click each record.

3. Select the Add Person to Committee icon to initiate the wizard. 
   
   

   Note that the wizard is not available for prompted views.

   

   • A dialog appears with three options.
4. Either click No to add to a committee term only the persons selected within the view, or click Yes to add all people in the view to a committee term. The Select Committee Terms dialog appears.
   • You can also click Cancel if you want to cancel the process.
5. Select the Add Persons(s) as Nominee option to add this person as a committee term member.
   
   • This feature can also be used to add persons as members to committee terms by selecting the Add Persons(s) as Member option. See Adding People to a Committee Term for more details. 
6. Select the filter by which to view the available committee terms:
   
   • Current Committee Terms
   • Past Committee Terms
   • Future Committee Terms
   • All Committee Terms 
7. Select the check box in the Selected column for each committee term to which you want to nominate these persons.
8. For each committee term you selected, specify the type of nomination and the current status of the nominees.
   
   
   
   
9. Click Finish. 
10. To return to the Select Committee Terms dialog box and add the persons to more committees, click Back. Otherwise, click Finish to return to the view.

• • Note that the committee terms that the persons are nominated for are not listed on the Committees tab of their Persons record. The persons only appear on the Nominee tab of the corresponding Committee Terms records.
  • See Modifying Committee Term Nominees for details on how to add more information about a particular committee term nominee.

Modifying Committee Term Nominees

Once a person has been added as a Committee Term nominee, you can add more information or modify the person's membership information at any time as necessary. Follow these steps to open and modify a Committee Term Members record:

1. Open a Committee Terms record and click the Nominees tab. Then, double-click an -existing member to open the Committee Term Nominees record.
   
   
2. Specify the nominee's Title and proposed term Rank if desired.
3. Enter additional details about the nominee in the Summary field if necessary.
4. Select a nominee type from the Type drop-down list. The available types are as follows:
   
   • Applicant: Person applied for committee term membership. This option is selected by default.
   • Nominee: Person was nominated for committee term membership.
   • Other: Person obtained nominee status by a method other than application or nomination.
5. Select the current status of the nominee from the Status drop-down list. Pending is selected by default. The available Status types are as follows:
   • Pending: Selected by default.
   • Approved: The nominee has been accepted for membership to the committee term.
   • Rejected: The nominee has not been accepted for membership. 
6. Select the role in which the nominee is being nominated for in the Role field. This fields links to the Committee Roles service.
7. Click OK to save the record.