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The Titles Held tab in the People Edit Mode allows you to track titles and positions that an individual holds within an entity. This tab is linked to the Positions tab of the Entities module.
Fields
Position Type – A categorization for the position. These categorizations are established by the System Administrator.
Changing the position type associated with the title will only affect this record; it will not change the default association in the Titles module.
Name – The name of the entity to which the person is being assigned.
Title – The number of director positions that can be assigned is limited to the amount specified on the Bylaws tab in the Entities module. Attempting to assign a directorship that will exceed the allotted number will result in an error message.
First Elected Date – The date the person assumed the position.
Effective Date – The date the appointment was first effective.
Last Elected Date – The date the person was elected to the position.
End Date – The date the appointment will end.
Sort Order – Allows users to determine the order in which positions will appear when reports and documents are generated. The lower the number the higher it will appear on the list when displayed along with other positions within the same position type. The sort order number is established in the Titles module and will automatically populate the Sort Order field when a position type is selected.
Optional Fields
The following fields can be added to the grid by clicking the Options button and selecting the fields (the fields also may be reordered to appear as needed on the page):
Executive Officer – An indication that the person is an executive officer for the entity.
Insider – An indication that the person is an insider in terms of equities for the entity.
Non-Corporate – An indication that the person does not work for the entity in a corporate capacity.
Normal Retire Date – The date the person will retire from the entity.
Pending – An indication that the person’s appointment/election is pending.
Position Type – A categorization for the type of work the person is performing on the committee.
Reg O – An indication that a Regulation O loan has been made by a member bank to an executive officer, director, or principal shareholder.
Term Length – The time period the employee will be appointed/elected to the position.
Buttons
New – Click to add position information for a person.
Delete – Click to remove the selected item.
Jump – Click to access more information concerning the entity.
All records/Current records as of Today – Click to open the Date Range Prompt dialog box to filter the list of records shown using specific date parameters.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.