As a State PTA Leader, you have the ability to determine what officer roles you want available for your local units. You can identify required and non-required roles as well as set limits for how many roles one person can hold for a given term. The roles can be managed under Compliance, Officer Settings.
Adding New Officer Types/Titles
1. From the toolbar, select Compliance, then Officer Settings.
2. To add new Officer Types, click the Add Officer Type/Title button in the top right corner and enter the necessary information.
3. Fill in the Officer Title, Required, and Limit fields.
- Officer Title: Title for this officer (President, Reflections Chair, etc.)
- Required: Is this a required position for all local units to have? Is this a position where this person can not hold any other position on the board? If so, select Exclusive from this drop-down list.
- Limit: How many people can hold this position in one given year?
Editing Existing Officer Types/Titles
1. You can click and drag the list of officer types/titles to the order you want them to appear in the list of officers. Click the cross on the left side of each officer title and drag it to the order you want it to appear. It saves automatically, and you won't need to click save.
2. You can click the three dots on the right side of the Officer Title to edit or make it inactive. You can also click the View Inactive link in the top left corner to view all titles that have been inactivated.
Other Limits and Requirements
You can also set limits on how many positions one person may hold for required and non-required roles as well as a total of all roles in this same screen.
At the bottom of this area, you can identify the required fields for required officers (email, phone number, and address). These fields only apply to required officers.
Are you a local unit PTA looking to add officer titles? Please contact your state PTA for assistance. If you are unsure who to contact, please Contact Support.
Questions? Contact Givebacks Support.
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