Steps to follow for a retirement or resignation of a user

When a Governor or Trustee retires (end of term of office) or resigns there are steps needed to finalise their board record, meeting attendance and to stop their access to GVO. They then become a 'Former Member'

Follow the steps below:-

1. Edit the user profile and set their account to Inactive (do not set it to None) - setting to Inactive stops all GVO notifications to that user and prevents them from logging into this GVO

2. Check all meeting attendance records are correct

3. Check their board record and correct as required (eg end date)

4. Edit the board and untick them - they will then appear as a 'former member' in reports (if former members are selected) - see example below

At some point when they are no longer needed in reports etc (eg after 12 months) you can edit the profile and set it to None - this is a permanent and irreversible action.