Add Board Member Review

Add a Board Member Review

You can record information about reviewing a Board applicant in the Board Member record. The Add Review option lets you assign the review to a staff member, set a due date, track the review status, rank the applicant, and record any additional information you wish to retain about the applicant. Review information appears on the Reviews panel of the Board Member record.

Add a Board Member Review

1.To add a review, open the Action button in the upper right corner of the Member record.

2.Select New Review.

3.Enter all information in the New Board Member Review panel.

4.Select Save when you are finished.

5.Board Member reviews are located on the Review panel of the Board Member record.