You can associate People records with Boards whether or not these people are applicants or approved members. Only approved Board members can be assigned to a seat. All Board applicants, prospective members, or others not yet assigned to a seat appear on the Seats panel when you select a Member Status of [Any]. Once a candidate or prospective member is approved, you can assign him or her to a seat on the board from either the People record or the Board Seat List.
To assign a person to a Board from the People record:
Search for the People record.
On the People Record page, select the Add Board Membership action.
Click the search icon next to the Board field to select the Board to which you want to assign this person.
Complete remaining Board Member Record page fields.
If the member is approved and you want to make a seat assignment, click in the Seat field and select a vacant seat. Click OK to use the Seat's begin date, end date, and appointing authority. Clicking Cancel will clear this information from the seat when the Board Member record is saved.
Select the Save and Close action to save the Board Member information and close the record.
To assign a person to a Board from the Board Record Seats panel:
Search for the board record to which you want to add the person.
On the Board Record page, select the Add Member(s) action.
Search for the person or people you want to assign to the Board seat. You can search for individuals by selecting a name option in the Search for field, or you perform an Advanced Search to locate a group of people by clicking the Advanced link.
If you find an existing People record, select the check box next to the name and click the Add as Member button at the bottom of the page.
If you find multiple People records you want to assign, select the check box next to each one and then click the Add as Member button at the bottom of the page.
If a record does not exist for the person you searched for, click the Add New button to add a People record. On the New Person page, select the Add Board Membership action.
Click in the Seat field and select a seat if you want to assign the person to a specific seat.
Click in the Status field and select the assignment status.
Select or change term begin and end
dates for the member record. The At Pleasure
check box is used in place of the Term End date when a person is appointed
for a term with no specific end date
If this member is replacing an existing Board member, click in the Change Status field and select the status to be assigned to the former member.
Click the Save button at the bottom of the page to save the changes. The newly assigned member appears next to the selected seat in the Member Name column.
Click the Save button to save this information.
Select the Close action on the Seats panel to save the seat assignments and close the Board record.