Table of Contents:
Automatically Inactivate a Member
Committees can be configured to inactivate the members as of the set expiration date.
- Select the Profiles menu > Committees.
- Select the committee from the grid.
- Select the Committee Details tab on the left.
- Scroll down to Term Settings for Members and check the box for Inactivate members on expiration date.
Sweeps are done overnight to mark newly expired profiles as inactivated.
Manually Inactivate a Member
- Select the Profiles menu > Committees.
- Select the committee from the data grid.
- Select the Committee Members tab on the left.
- Select the Actions tab next to the relevant committee member and choose Inactivate to set the member as inactive.
Manually Inactivate Multiple Members
- Select the Profiles menu > Committees.
- Select the committee from the data grid
- Select the Committee Members tab on the left.
- Place a check next to the members to inactivate.
- Select the Actions button above the grid on the left and choose Flag Selected Members as Inactive.
- Confirm by selecting Inactivate Members.
Change the Date Inactive
When a member is inactivated, the Date Inactive will automatically reflect the current date, but this can be changed by editing the member.
- Select the Profiles menu > Committees.
- Place a check next to Include inactive members.
- Select Run This Search.
- Select the Actions button beside the relevant committee member, and choose Edit.
- Change the Date Inactive as required.
- Select Save.