Adding Board Seats

Once you've created a Board, you'll need to establish seats and record information about them. Normally this is done at the time of the Board creation. However, if not, you can add seats later, or you can add more seats to a Board. Once you've established seats and assigned Board members to them, you can edit their records, re-appoint them to the board, and send mail to them.

To add Board seats:

1. Add a new Board or search for an existing Board.

2. On the Board Record page, select the Add Seat(s) action.

3. Complete fields in the Add Seats to Board dialog box and click the Save button. The new seat or seats appear on the Board Seats panel.

4. Enter appointment and term information in fields on the Board Seats panel.

5. Click the seat name link in the Seat column to enter additional information about the seat in the Seat Information dialog box. Click the Save button when you've completed these fields.

6. Select the Save and Close action to save your Board seat information.

Once you've assigned Members to board seats, information on current members appears at the top of the page. Information on pending, former, or other non-current members appears sorted by status at the bottom of the page. To view only current Board Members, or members with another status such as Applicant or Former, select a status by clicking on one in the Select Member Status field at the top of the Seats panel.

When available, seat information, term dates, and membership status are displayed for non-current members. This lets you see which seat assignments prospective members desire and which seat assignments former members previously occupied and when.

If a seat is vacant, you'll see (vacant) in red in the Status column.

Add Seats to Board Dialog Box

When you select the Add Seat(s) action, a dialog box appears with fields for Number of Seats to Add, Initial Term Begin Date, Initial Term End Date

Number of Seats to Add – Enter the number of seats you want to add to the Board.

Initial Term Begin Date – Enter the date on which a Seat term begins by typing a date in the field or clicking the calendar icon next to the field and selecting a date from the calendar that appears.

Initial Term End Date – Enter the date on which a Seat term ends by typing a date in the field or clicking the calendar icon next to the field and selecting a date from the calendar that appears. Select the At Pleasure check box to indicate that the Board member assigned to this seat is serving at the pleasure of the Governor, Mayor, Supervisor, or other government head. When this option is selected, you do not need to enter a date in the Initial Term End Date field.

Seat Information Dialog Box

To edit information about a specific seat, click the seat name link in the Seat column. The following fields will appear on the Seat Information Dialog Box.

Seat Name – Enter a seat name to change it from the default "Seat 1". The seat name is limited to 30 characters. Seat names might identify positions such as Chair or Vice Chair, or they might describe geographical or political seats, such as Ward 1, Ward 2, and so forth. An entry is required in this field.

Term Length – Enter the term length description, for example, 2 years. An entry in this text field is optional.

Confirmation Required – Select this check box if the seat requires confirmation. If you select this check box, you must enter a date in the Confirmed On field on the Board Member Record page.

Notes – Enter a description or additional information about the Seat in the this optional text field.

Active Seat – This checkbox is automatically selected for new seats. Clear the checkbox to make the seat inactive.