Adding a Member to a Committee through the Member Record
You can add members to committees via the Member Recordsor Committee Maintenance.
Tip: If you are adding a significant number of members to a committee, the quickest way to add them is through the Committee Maintenance. This is because you avoid having to search for each individual member.
To add members to the committee through the Member Record:
1
Click on
Families via the top navigation bar and select
Member Search. Search for the member you wish to add to a committee, and open up their record.
2
Select the
Committees tab within the Member Record and click
New Committee.
3
A pop-up screen will appear. Select the
Committee that you wish to add the member to, and add data to the additional fields if necessary. Click
Save.
Note: You are not able to create new committees from this screen. You are only able to add members to committees which have already been created.
Committee shows you a list of Committees that are
already created.
Committee Position is used to define the position within a committee. Some examples may include the following: Chairperson, Secretary, Treasurer, Member, etc. If the Member being added to the Religious Education Students committee, please refer to
this solution article.
Note: A parish/diocese can setup a
Committee Attribute type
Position.
If these positions are added as an attribute, then the list of positions will show in the drop-down menu as shown in the screenshot below. This will allow for consistent entries of positions across all committees. For example, Vice President can be added as VP, V-President, or Vice President. To prevent multiple position names from occurring we suggest you add your positions under the Attributes Tab.
Start and End Date is used to indicate a member's term on a committee.
Preferred Service, Family Schedule, Month Week, Max Per Month are fields tied to the Scheduling Module. If this is a Member/Committee that will be used in the Scheduling module please refer to
this solution article that will explain how the fields are used.
Year is used to define the year the member joins the committee. This will help to track how long a parishioner has been on a committee.
Adding a Member to a Committee through the Committee Maintenance
1
Click on Committees via the top navigation bar and select Committee Maintenance.
2
Select the committee by clicking on the committee name where you wish to add or edit members.
3
The Member tab will appear when you open the Committee (see screenshot below). Instead of choosing a committee from the drop-down as described above, you must choose a Member instead. Begin typing either the First or Last name and select the member from the drop-down. You may need to fill in the remaining fields depending on the committee you are adding the member to (refer to Step 3 above). Remember to Click Save
