Committee Positions

In Nimble AMS, staff use Committee Positions to define the committee roles like Chair, Vice-Chair, or Secretary. It further defines how they will appear on the committee roster so you can quickly find members of the committee leadership. With Committee Positions, staff can view:

  • The position used on a committee membership

  • Committee positions

  • The name of the position and its sort order on the committee roster

  • The committee memberships using the position

Create a Committee Position

  1. In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
  2. Click Committee Position.
  3. Click New.
  4. In Committee Position Name, enter the name of the position. For example: Chair.
  5. In Sort Order, enter a number to signify where on the committee roster this position should be placed. The lower the number, the higher the name is shown on the roster.

    The number should be 0 -  999.

    Consider spacing out your numbers to accommodate future changes in positions.

    Avoid:

    Chair: 1, Chair Elect: 2, Vice Chair: 3, Committee Member: 4

    Better: 

    Chair: 10, Chair Elect: 20, Vice Chair: 100, Committee Member: 500

  6. Click Save.

Edit a Committee Position

Changes will affect all committees where a position is used.

  1. In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
  2. Click Committee Position.
  3. Click the committee position you'd like to edit.
  4. Click Edit.
  5. Make desired changes.
  6. Click Save.

Clone a Committee Position

  1. On a Committee Position record, click Clone.
  2. Make desired changes.
  3. Click Save.

Delete a Committee Position

Deleting a committee position record removes it from all committee membership records.

  1. In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
  2. Click Committee Position.
  3. Click the committee position.
  4. Click Delete.
  5. On the dialog box, click OK.