Person Details

 

The Person Details subsection allows you to select a type of membership, term starting and ending dates; and enter contact and training notes.

Figure 492 Committee Document, Members Page, Member Details Section – Person Details Example

 

Table 550 Committee Document, Members Page, Member Details Section – Person Details Field Descriptions

Field

Description

Person Name

Display only in Last, First name order.  Automatically populated based on your selection in the Add Member area of the page.

Membership Type

Required.  Select either Voting member or Non-voting member.  Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.  Check the (paid member) checkbox to indicate the person is a paid member of the committee.  This is a flag indicating the person is paid for their participation on the committee.  Click within the checkbox to select the item.  A check mark appears within the checkbox to indicate the item is selected.  Click within the checkbox again to clear the mark and deselect the item.

Contact Notes

Enter notes about contact information that provide additional detail beyond the address and telephone on record (for example, a preferred mobile phone number).  Click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.  Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.  After saved, click the green arrow  symbol to view full text in a separate browser window.

Term Start Date

Required.  Specify the date the membership term is to begin.  Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.

Term End Date

Required.  Specify the date the membership term is to end.  Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.

Training Notes

Enter notes pertaining to the training completed by the person that is relevant to the committee.  Click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.  Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.  After saved, click the green arrow  symbol to view full text in a separate browser window.