Creating a date range for BoardEffect workroom participation

Add a term to save information about a user's participation in a workroom, including their start date, end date, term number, and role. This topics describes how to add a term for a single user in the directory and add terms for multiple users in the settings.

Create a term for a single user

Use the directory to search for a specific user and add a term.

1. On the BoardEffect home page, on the left-side Navigation Bar, select Directory .

2. To search for a user, enter their first and/or last name in the Search field or select Advanced Search.

3. To view their profile page, select their name.

4. To edit their profile, select the arrow on the top left, and then select Edit Profile from the menu.

5. To create a new term, select the Term Info tab, and then select Add Term.

6. Complete the following fields in the New Term Info dialog box:

   • Workroom
   • Start Date
   • End Date
   • Term Number
   • Officer Role

7. To save your changes, select Save.

8. To edit a past term, select the arrow on the right side of the page, and then select Edit from the menu.

9. Modify the fields in the New Term Info dialog box, and then select Save.

Create a term for multiple users

Use the settings to create a term for multiple users.

1. To view term information, select Site Settings and click Manage Users.

2. Select the Term Info tab on top of the page.

3. To identify multiple users, click Select Users, and select their names from the menu.

4. To add a term, select Add Term Information.

5. Move down the page to complete the following fields:

   • Workroom
   • Start Date
   • End Date
   • Term Number
   • Officer Role

6. To save your changes, select Save.