Create a Committee Nomination Record
This function allows members to nominate themselves or other members for committee service. For more details on the Committee Nomination entity including field descriptions, click here.
1. Navigate to Workplace > Contacts.
2. Open the contact to whom you would like to add a Committee Nomination.
5. In the contact record, navigate to Membership > Nominations.
6. On the ribbon toolbar select Add New Committee Nomination.
7. Fill out the fields in the Committee Nomination Form. Those marked with a red asterisk (*) are required.
8. Click the Save or Save & Close button.
Approving a Committee Nomination
1. Navigate to Membership > Membership > Committees.
2. Open the committee for which you wish to approve a nomination and then open the pending Nomination you wish to approve/deny.
3. Deactivate the Nomination record as Approved
4. To confirm that the approval succeeded, navigate back to the committee. The contact should appear in the Active Committee Memberships view with a status of Pending. When the begin date of the Committee occurs, the status will automatically update to Active.
Note - If the Committee is set to Open, a nomination will be automatically Accepted.
Denying a Committee Nomination
1. Repeat steps 1 & 2 above
2. Deactivate the Nomination record as Denied
Approving and Denied Committee Nominations
If the committee nomination is approved an e-mail will be automatically sent that notifies the nominator of the acceptance. If the committee nomination is denied an e-mail will be automatically sent that notifies the nominator of the rejection.