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 Positions.
  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 Positions.
  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 Positions.
  3. Click the committee position.
  4. Click Delete.
  5. On the dialog box, click OK.

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