• Replies 8 replies
  • Subscribers 412 subscribers
  • Views 45 views
  • Users 0 members are here
Related

Tracking committees

Former Member
Former Member $organization

I'm curious - does anyone use Tessitura to track committees?  If so, how?

I'd like to create dummy records representing each committee - I believe it would be more centralized and easier to maintain than an attribute, and would potentially allow for additional information and data regarding the committee to be added under the committee record itself.

Thank you in advance!

Carla Moy, 92Y

Parents
  • $organization

    Carla -

    Not sure if this is what you're asking exactly, but we have committee accounts in v11 for tracking members of those groups. We have separate org accounts for staff, board, committees - even or different usher crews (we use 7 different venues) - and the members are all "associated" to those accounts.

    The start/end dates make it really easy to manage that type of info, and certain positions get titles. Then we have lists pointing to those relationships that then dynamically update when someone's term ends. The association is also viewable from the search screen (if you have that option checked) which is nice.

    Also, we auto apply constituencies based on these relationships, so there's an easy flag to see if someone is a board member. As I tell our staff, the constituency is merely a flag - the real committee information lives in the relationship tab.

    I hadn't thought about putting "other info" in that committee record, but I suppose you could. What additional info were you thinking of?

    ---------
    Beth Gilliland
    UMS

Reply
  • $organization

    Carla -

    Not sure if this is what you're asking exactly, but we have committee accounts in v11 for tracking members of those groups. We have separate org accounts for staff, board, committees - even or different usher crews (we use 7 different venues) - and the members are all "associated" to those accounts.

    The start/end dates make it really easy to manage that type of info, and certain positions get titles. Then we have lists pointing to those relationships that then dynamically update when someone's term ends. The association is also viewable from the search screen (if you have that option checked) which is nice.

    Also, we auto apply constituencies based on these relationships, so there's an easy flag to see if someone is a board member. As I tell our staff, the constituency is merely a flag - the real committee information lives in the relationship tab.

    I hadn't thought about putting "other info" in that committee record, but I suppose you could. What additional info were you thinking of?

    ---------
    Beth Gilliland
    UMS

Children
No Data