Committee Member Org. Units

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This related item displays from the Committee Member related item of a Committee record. It is used to record information about a committee member's organisation affiliation. When you assign a member to a committee, this information is copied from the Personnel module. If the organisational affiliation needs to be changed, you can delete the existing records or add additional organisational units to the list. The percentage of all the organisational units cannot exceed 100%.

Menu path: RME > Setup > Committees (Search) > Committees > Committee Members > Committee Member Org. Unit

 

Add a member's org. unit

1.     In the Committee record, go to the Committee Member Org. Unit related item.

2.     At the far right of the related item, click Add.

3.     Complete the fields, using the table below as a guide.

4.     In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.

Committee Member Org. Unit: Fields

Field Label

Description

Code *

Mandatory

Lookup to search for and add a unique org. unit code

When you select a code, the Name field is auto-populated.

Current?

Yes by default

Indicates if this org. unit is currently associated with this committee member

If the org. unit is no longer associated with the committee, slide this to No.

Percentage  *

Mandatory

Percentage allocated to this org. unit

The total of all org. units associated with this committee member cannot exceed 100. If an existing org. unit is 100%, edit this org. unit record first, then allocate the required percentage for the new org. unit.

Primary?

Indicates if this org. unit is the primary

        Only one org. unit can be primary.

        If you want to change the primary, edit the current primary to slide this to No, then set the new one as the primary.

 

Manage Committee Member Org. Unit records

You manage sub-items in the related item. Click the Add, Delete and Export links in Committee Member.

 

Related topic

        Committees search

        Committees

 

Product Key: Modules - Core

Page ID: COM004.htm