Setting Up a Nomination Status

Modules>Committee> Overview> Committee Setup >Nomination Status

The Nomination Status is used to indicate and track the progress of an individual's nomination during the nominating process. For example, you might set up statuses that reflect approved, pending, and declined. This will then indicate when an individual is ready to be transferred from nominee to participant based upon the nominating process if your organization has business rules set-up to that effect.

Adding a New Nomination Status

Bold text always indicates that the field is REQUIRED data. You can add, edit, or delete data from the Committee Setup pages just as you would from any child form. However, once a data element is used on a profile page or form, it can only be disabled or hidden but not deleted.

To add a new nomination status, complete the following steps:

  1. Expand the Module Menu and click the Committee hyperlink to launch the Committee module.
  2. Click the Overview group item to display the available group item links.
  3. Click the Committee Setup group item link.
    This opens the Committee Setup page.
  4. Click the Add icon located on the nomination status child form.This opens the Add - Nomination Status pop-up window.
  5. Enter the name of the new status in the nomination status field.
  6. Click the Save button.The newly added nomination status is now displayed and available on the nomination status child form.

To add a new nomination status from the More menu, complete the following steps:

  1. Click the More group item to view the list of available group item links.
  2. Click the Find Nomination Status group item link.Once you click the Find Nomination Status group item link, the Nomination Status group item will appear in the left navigation bar.
  3. Click the Add Nomination Status group item link.The Add - Nomination Status page appears.
  4. Complete the steps listed above for adding a Nomination Status.

Removing Values from Drop-Down Lists

You may decide that you want to delete a value from a drop-down list that you have previously created. netFORUM allows you to either delete a previously created value or to hide/disable it. There is a slight difference between the two. The rules are:

  • You may delete a value if it has not been used elsewhere. For example, if you have created a Committee Type that is now in use, you may not permanently delete it from future use. You must hide and disable it from future use.
  • If you hide and disable a value and then decide you want to use it again, you must recreate it. There is no 'show' option.

Deleting Values

To Delete a Value From a Drop-down List:

  1. On the Committee Setup page, on the appropriate child form, find the record you would like to delete and click the Delete button.
  2. You will receive a warning message. Click OK to delete the item from the child form.

Note: After a drop-down list item is used, you will not be able to permanently delete the item. However, you can hide the record so that it does not show in the list by disabling it. To disable the record, check the hide/disable record? check box (see below).

Hiding/Disabling Values

To Hide/Disable a Value From a Drop-down List:

  1. On the Committee Setup page, on the appropriate child form, find the record you would like to hide and click the edit button.
  2. Select the hide/disable record? check box and click Save. This removes the value from all of the drop-down lists.

Note: There is no show option to reverse the hide option. If you need the value again, you will need to add it again.

Be descriptive in your naming of the nomination statuses. This allows users to easily choose the next status in the progression.