The Interest Register is found on the People page.
Administrators, Board Secretaries, and Chairs can add interests for anyone in the organisation. To add an Interest, click on the +Add New Interest button.
Note: Everyone with login access on your People List can add their interests, except for those with the role of Executive/Guest.
In the pop-up box that opens, you will need to include the following:
1. Name of the board member/officer with the interest. There are two ways to add a name:
Tick Select a Person in the Organisation. You can select a name by either starting to type their name in the text field or by using the arrow on the drop-down menu. (Note: person must be listed on the People page)
Tick Add someone not in the list, and then type in their name.
2. The organisation they have an interest in.
3. An explanation of the nature of the interest.
4. The date this was disclosed to the organisation. -The date is automatically listed for the date that you open the "Add a new interest" box; however, click on the calendar icon to change the date to the correct notification date.
See also:
Edit an Interest