Roles

The Roles section allows you to assign roles to committee members from a list and specify start and end dates for them.

tip.png Each member must have at least one committee membership role. Otherwise, you will be prevented from saving the document.

Column

Description

Add

Displays sequential line item number for each table row in ascending, top-to-bottom order. Also serves as a line selection/addition row label.

Role

Required. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Start Date

Required. Must be equal to or later than Term Start Date. Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.

End Date

Required. Must be equal to or earlier than Term End Date. Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.

Actions

Click the add button to add your selection to as a row in the table below, which will become a numbered line item. Click the delete button to remove a previously-added line item row from the table.

link.png For more information about basic line item functionality, see “Common Line Item Operations” in Common E-Doc Operations.

tip.png

The Role End Date must be on or before the Term End Date specified in the Person Details section.

After saving, the date fields are display-only. To change a date after saving, you must delete the role line (numbered row) and then add a new one.