Manage placements for committees.

Once you have created your organization’s committee structure and created and activated seats within those committees, you may place individual contacts to those seats for a particular period of time. The term for placement to a committee is not imposed by our system. If, for example, by policy the chair of your communications committee must serve a term from the first of January through December 31st of that same year, the system would not impose this as the placement period when you create the committee seat. Instead, Closerware’s system allows an administrator to assign a contact to a seat for a specified placement period. That could be one day, a week, a year, or several years and is independent of what your organization may require by policy as a part of the contact’s term.

This allows an administrator the flexibility of having overlapping terms, or circumstances where two individuals may share a single term (i.e., a contact has to take a leave of absence, moves out of town, resigns, etc.) while allowing the manual assignment of terms by convention.

View Current Placements

1. Log into your organization's VolunteerMatters site with proper permissions
2. Navigate to Admin > Placements
3. Click on the committee in which you are interested
   

   The committee detail will expand to show all of the active seats on this committee. Additionally it will show any placements that were made for each seat where the ‘Placements as of’ date is within the placement period. 

View Past or Future Placements

1. Log into your organization's VolunteerMatters site with proper permissions
2. Navigate to Admin > Placement
3. Change the ‘Placements as of’ date to any past or future date
   The ‘Placements as of’ date adjusts what placements should be displayed on this page for each committee seat. The system will display any placement whose term overlaps with the date entered into this field. For example, if you were to put 01/01/1995, the system would display any active committee and seat that had an assignment period that overlapped with 01/01/1995 (01/01/1995 was on or after the placement period’s start date OR on or before the placement period’s end date).
4. Click the refresh list button 
5. Click on the committee in which you are interested
   

   The committee detail will expand to show all of the active seats on this committee. Additionally it will show any placements that were made for each seat where the ‘Placements as of’ date is within the placement period.

Assign Contact(s) to a Committee Seat

1. Log into your organization's VolunteerMatters site with proper permissions
2. Navigate to Admin > Placements
3. Click on the committee in which you are interested
   The committee detail will expand to show all of the active seats on this committee. Additionally it will show any placements that were made for each seat where the ‘Placements as of’ date is within the placement period.
4. Click ‘Add Placements’ 
5. Enter the start date for the placement period (typically going to be for the start date of your organization’s year or whatever your convention for terms may be)
6. Enter the end date for the placement period
7. Add notes if applicable
8. Use the Contact Chooser to select the contact(s) that should be assigned to this position. For help on using the contact chooser, please reference the “Working with the contact chooser.” article.

Change a Contact's Placement Term

1. Log into your organization's VolunteerMatters site with proper permissions
2. Navigate to Admin > Placements
3. Click on the committee in which you are interested
   The committee detail will expand to show all of the active seats on this committee. Additionally it will show any placements that were made for each seat where the ‘Placements as of’ date is within the placement period
4. Click ‘Edit’  to the right of the placement you would like to change
5. Enter the adjusted start date for the placement period (typically going to be for the start date of your organization’s year or whatever your convention for terms may be)
6. Enter the adjusted end date for the placement period
7. Add notes if applicable
8. Click ‘Update’

Remove a Contact from a Committee Seat

1. Log into your organization's VolunteerMatters site with proper permissions
2. Navigate to Admin > Placements
3. Click on the committee in which you are interested
   The committee detail will expand to show all of the active seats on this committee. Additionally it will show any placements that were made for each seat where the ‘Placements as of’ date is within the placement period
4. Click ‘Delete’  to the right of the placement you would like to change
5. Click 'OK'