Modify Committee Details

To modify the committee start from the firm summary by going to the view committee button.

Once you're in the committee list, select the committee you'd like to modify.

In the committee summary, you can view the current details of the committee. 

You're able to update committee details such as remit, terms of reference etc.

1) To select if the committee is executive or not.

2) Rename the committee

3) Update the committee reporting line.

4) Update terms of reference, Remit, purpose etc.

Remember to click update to save any changes made.

Updating Committee Members

Note: Only Certified Staff or Standard Non-Executive Directors can be added this way.

This can be done either through the committee page or the individual page.

From the individual summary page.

Select 'Manage Committees'.

Here you can see all the firms that the individual is a part of and modify the membership within those committees.

Using checkbox options to select what you want to add, you can then select the membership type and click add to lock in those changes.

To change through the committee page.

From the committee summary click Modify Members.

To add members to the committee, click add.

Select the members from the list.

Its important to make sure that you add the individuals role within the committee. if their role is not listed, select other and type in their role.

Make sure that you click update to confirm the changes you've made.