Board Members can be classified using Board Member Categories. Board Member Categories are considered a Classification Code. Argenta comes loaded with
common Board Member Categories to help you get started, but you can change them at
any time.
You can add or delete any Board Member Category by selecting
Classification Codes from the Argenta main menu on the left-hand side of the
screen.
This
will bring you into the full listing of all Customizable Classification Codes
that are within Argenta. From here you will choose "Board Member Categories."
This will bring you into the full listing of your Board Member Categories. Next you
will choose the "Add New" button.
This will
open the Add A New Board Member Category screen, where you will add a new Board Member Category.
Choose a
name for your category and click "Add This Classification Code" to
add this new category to your list.
View The Total Number Of Records
Above the list is a records total that displays the total of all items
currently displayed in the list. This is a quick and easy way to count list
items.
Search The List
All classification code lists can be searched by the code’s title. Enter the
title of the code you are looking for into the search field to search the list.
Export The List To Excel
Argenta contains many reports, charts, graphs, and statements, but it may be
necessary to manipulate your own data. You can work with your data anyway you
want by exporting it to Excel. Every list in Argenta has an “Export To Excel”
button above the list. Clicking the button exports the data currently displayed
in the list to Microsoft Excel. If you have filtered the data by specific
criteria, only the result set will be exported.
To Remove A Board Member Category
In the board member category list, click the corresponding “Delete”
button to remove the board member category from Argenta. Board member categories that
are already in use cannot be deleted. You will receive an alert indicating that
you cannot delete the board member category because it has been used to classify a board member. If you still want to delete it, you can find the board members associated
with it by filtering the board members list, reclassifying all associated board members,
then trying again to delete it.