1. Select the School Year
2. Select the “Add” button
Choose one of the preloaded Positions of the Officer you are adding from the drop down menu. *Note: You can only have one President and one Treasurer listed for each School Year. The list of available positions is fixed by CAPTA. If you need to add a Board Member with a Position that is not listed, select “Other” and Type their Position into the Title box.
3. Enter the Officer’s name *Note All individuals listed in your Admin/Individuals will populate a drop down for you to choose from. Enter names Last Name first to eliminate adding duplicate individuals. You can press the “Down Arrow” key on your keyboard to search though all available Individuals.
4. For individuals not already listed, you will be prompted to add the new individual. Enter in any/all contact information for that Officer and select the “Add” button.
5. Enter The Title of the Officer. *Note: This field is free form and can be custom to your unit.
6. Select the “Save” button to finish adding the new Officer.
