In a single school/college GVO only the GVO Manager* can edit the 'Board' and add/edit Governor Records. Other users can see the board content and records but cannot amend them (apart from adding their own 'register of interest' information).
* It is possible to give other users the ability to update Governor records (eg the clerk)
To set up a board use the Users/Board option from the main navigator and then select the name of the board (initially this will be the same as the name of the GVO but can be changed during the edit process).
Initially the board will be empty and the screen will look as shown.
Use the 'Edit Board' button to do the following:-
1. Edit the name of the board
2. Add the GVO users who are on this board - use the checkboxes to select...
3. Decide if this board will be used as a normal 'group' so that it can also be used for notifications and folder/file access control - this is recommended to avoid the need to have a separate 'user group' for this purpose.
4. Define the committees that form this board - these will be used as part of the Governor Records later. Leave blank if you do not want any committees.
Each Board (Trust or School) has 3 'public viewers' for policies (the default names are Public, Staff, Students). Use the text boxes below to set the titles for the viewers as required)
5. Press SUBMIT
The board will be saved and will look like this...
To make any changes to the board (for example to add or remove users) follow the same steps.
REMOVING A MEMBER FROM THE BOARD
Before removing a member from the board please check that any attendance records are correctly filled in as it is not possible to add them in once they are no longer on the board. If you do remove a member and need to go back to make corrections you may need to create a 'dummy user' with the same name and a dummy email address, add them to the board, add their Governor Record, update the attendance records and then delete them again. Please call the support desk if you need assistance.
NOTE: Any users who are removed from the board will be listed in the 'former members' section and their Governor Records will be 'locked'. This history can be deleted if necessary in case of errors - use the Board/Edit function to mark them for deletion. This only removes them from the 'former board member' list and does not affect their GVO user profile.