Maintain Leadership Positions

Use this function if you are adding multiple positions, editing position titles, or deleting positions from the organization.  If you need to enter just one position for a member, you can also use the Individual Leadership Positions function while working with individual members.

 

To create a new leadership position:

  1. If the Administer Members and Users page is not displayed, click the Member Information link in the Administer List on the sidebar menu.
    The Administer Members and Users page will be displayed. 

  2. If you need to change the organization at this point, select it from the Select an Organization drop-down list at the top of the page.

  3. If you want the member lists displayed for rosters in any year, turn off the Only show roster for current year checkbox option at the bottom of the page.
    A checkmark in the box will limit the information to the current year roster.  A blank checkmark will retrieve members from all years.

  4. Click the Leadership Positions radio button in the Create and Manage section.

  5. Click the Submit button at the bottom of the page.
    The Current Leadership Assignments page will be displayed. The page contains a list of current members of the organization (Membership list) and a list of members that hold positions without end dates.

  6. Click the Create, Edit and Delete Organization Specific Positions link at the top of the page.
    The Create and Modify Member Positions page will be displayed.  A list of the current positions will be displayed with the status of each.

  7. Click the Create New Position link at the top of the page.
    The Create and Modify Member Positions page will be refreshed and a new line will be opened at the top of the page for the new position.

  8. Enter a description for the new position in the Description text box.

  9. If you want to hide this position from drop-down lists, click the Hide checkbox in the Status column.
    This will make the position inactive and the position will not be available for assigning to members.

  10. Click the Save button for the new item.
    The system will save the information and will redisplay the page. 

  11. Repeat steps #7 through 10 for each new position you want to create.

  12. If you are through entering new positions, click the Done button at the bottom of the page.
    The Current Leadership Positions page will be displayed.

  13. If you are through maintaining positions, click the Done button to return to the Administer Members page.

  14. If you are through with the Administer Members function, click the Done button
                            OR
    click the Features List link at the top of the page to return to the Main Information page.

 

To edit leadership positions:

  1. If the Administer Members and Users page is not displayed, click the Member Information link in the Administer List on the sidebar menu.
    The Administer Members and Users page will be displayed. 

  2. If you need to change the organization at this point, select it from the Select an Organization drop-down list at the top of the page.

  3. If you want the member lists displayed for rosters in any year, turn off the Only show roster for current year checkbox option at the bottom of the page.
    A checkmark in the box will limit the information to the current year roster.  A blank checkmark will retrieve members from all years.

  4. Click the Leadership Positions radio button in the Create and Manage section.

  5. Click the Submit button at the bottom of the page.
    The Current Leadership Assignments page will be displayed. The page contains a list of current members of the organization (Membership list) and a list of members that hold positions without end dates.

  6. Click the Create, Edit and Delete Organization Specific Positions link at the top of the page.
    The Create and Modify Member Positions page will be displayed.  A list of the current positions will be displayed with the status of each.

  7. Click the Edit link for the position you want to edit or delete.
    The Create and Modify Member Positions page will be refreshed and the position line item will be made available for edit.

  8. If you need to change the position title, enter it in the Description text box.

  9. If you want to hide this position from drop-down lists, click the Hide checkbox in the Status column.
    This will make the position inactive and the position will not be available for assigning to members.

  10. Click the Save button for the updated item.
    The system will save the information and will redisplay the page. 

  11. Repeat steps #7 through #10 for each new position you want to edit.

  12. If you are through maintaining positions, click the Done button at the bottom of the page.
    The Current Leadership Positions page will be displayed.

  13. If you are through maintaining positions, click the Done button to return to the Administer Members page.

  14. If you are through with the Administer Members function, click the Done button
                            OR
    click the Features List link at the top of the page to return to the Main Information page.

 

To delete leadership positions:

  1. If the Administer Members and Users page is not displayed, click the Member Information link in the Administer List on the sidebar menu.
    The Administer Members and Users page will be displayed. 

  2. If you need to change the organization at this point, select it from the Select an Organization drop-down list at the top of the page.

  3. If you want the member lists displayed for rosters in any year, turn off the Only show roster for current year checkbox option at the bottom of the page.
    A checkmark in the box will limit the information to the current year roster.  A blank checkmark will retrieve members from all years.

  4. Click the Leadership Positions radio button in the Create and Manage section.

  5. Click the Submit button at the bottom of the page.
    The Current Leadership Assignments page will be displayed. The page contains a list of current members of the organization (Membership list) and a list of members that hold positions without end dates.

  6. Click the Create, Edit and Delete Organization Specific Positions link at the top of the page.
    The Create and Modify Member Positions page will be displayed.  A list of the current positions will be displayed with the status of each.

  7. Click the Edit link for the position you want to edit or delete.
    The Create and Modify Member Positions page will be refreshed and the position line item will be made available for edit.

  8. Click the Delete button for the item.
    The system will ask that you verify that you want to delete the information and suggest that you use the Hide feature if you do not want to permanently delete it. 

  9. Click the OK button to permanently delete the position.
    The Create and Modify Member Positions page will be redisplayed.

  10. If you want to delete another position, repeat steps #7 through #9.

  11. If you are through maintaining positions, click the Done button at the bottom of the page.
    The Current Leadership Positions page will be displayed.

  12. If you are through maintaining positions, click the Done button to return to the Administer Members page.

  13. If you are through with the Administer Members function, click the Done button
                            OR
    click the Features List link at the top of the page to return to the Main Information page.

 

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