Terms
We want to add a custom question to the application process for the user to choose from a list of choices, however the number of choices allowed are limited to 12 and we have more than that. How can we include all choices for this question?
The custom question can only go to 12 choices but there is a way to select all choices by nesting the choices into another custom question. For example, if your choices are a list of streets if these are divided by a district or ward you can nest ...
Term Date Changes
We had a board that initially ran from January 1st to December 31st. However, the board was reconstituted and instead of setting up the terms to run from March 1st to February 29th they set up terms to run from March 1st to December 31st. Once the ...
Change Term Date on Seat
For one of our committees, the student member term will remain a three-year term, but will now begin on September 1 and expire on August 31. How do we remain the historical data and update the term with the correct dates? Adjusting the start date on ...
Add "Read Only" users to OnBoardGOV
You can give anyone access as “read only” so they can’t mess things up. In the left-hand navigation panel, scroll down and click Manage Users. Now at the top right you click the blue button labeled Add New User. You can only create a Municipal User ...
We have a term that was originally entered incorrectly.
We have a term that was originally entered incorrectly. It had the seat for 3 years when it should only should have been one year. I went in and made the adjustment, received a message reading something to the effect of this change will only take ...
The term of the board member I submitted is showing as incorrect How I can correct this?
You added the seat, but while OnBoardGOV allows you to change the seat information, it only applies to a seat that is empty. The way to correct this is to delete the appointment and then the term of the seat will automatically change. Then you can ...
We just started with OnBoardGOV but we would like to members that served on the board before our current term. Can we add these?
You can add members that served on the board as far back as you wish. We have municipalities that have board members listed going back decades! Go into Manage Board and under Actions choose Add History. It will bring you to the Add History screen ...
We have seat(s) on our board that will be filled next month but we do not wish to show the seat as vacant on the public facing side. Can we hide the seat until it’s filled?
We have seat(s) on our board that will be filled next month but we do not wish to show the seat as vacant on the public facing side. Can we hide the seat until it’s filled? You can set the seat to Mark as being filled under Actions on the Manage ...
Creating Board Meetings
Go to Quick Meeting Creation in the main menu. From here you can schedule meetings by adding the name of the meeting, the time and date, the length and whether the meeting is singular or recurring. You can also create meetings in the Activities Board ...
Update an incorrect term (to display the correct term immediately)
To fix an incorrect term and have the correct term display immediately, you need to delete the appointment, update the term definition, then put the person back in the seat. Go to the board and use the Actions menu for the seat, and select Delete ...
Validate application and add member to seat on board
After viewing the application if everything looks good and has the needed information click on Validate and then Create New Record On the next screen look through the fields and confirm everything looks ok and add any missing any needed information. ...
How to Fill Seat when application is marked as Appointed
Mark as Appointed which simply changes the status of the application from ‘pending’ to ‘appointed’. If the board had a vacancy and you looked at the applications, there would be an option to fill the seat . If there were only expired and filled ...