Novi's Committees module allows you to create committees, manage committee members and their terms, set eligibility requirements, and much more!

To create a new committee in Novi, follow the steps below:

After you've created a committee, start adding committee member terms.

If you need to delete or archive an existing committee instead, refer to the linked section.

Categories help organize and classify committees (and groups!). This is especially helpful when there are many committees, as you can filter the committee list by category.

Create a category under the Member Settings > Categories tab. Just click "Add Category" and enter your preferred name.

Once you hit "Save & Close," that new category will be available once you begin creating a committee in the next step.

When you're ready to create a committee, jump to the Segments > Committees tab and click "Add Committee" in the upper right-hand corner.

Enter information about the committee:

After entering this information, hit "Save & Close" (or, opt to add another by choosing "Save & Add New.")

Now, you should see your new committee and core details in the main committee list.

Clicking the name of a committee in the main list will open the committee's details, split into the following tabs:

Once you've entered the basic information about your committee, you're ready to dive into further details like eligibility requirements or additional beneficiaries.

When viewing a specific committee, visit the Details tab to get started with all of the settings in this section.

Within the Eligibility Conditions section, you can set eligibility requirements that automatically determine which committee members are eligible to serve on the committee.

Important: If a member does not meet the eligibility conditions listed, they will no longer qualify for the committee. As a result:

Once eligibility conditions are set in the committee's Members tab, you'll see a green checkmark for those who are eligible OR a red alert under the "Eligible" column for disqualified people or companies.

Note: committee members with a term in the past, or that begins in the future, will not show an eligibility status.

In the Additional Beneficiaries section, choose to extend committee benefits to other records that are related to current, eligible committee members.

If a webpage is restricted to a specific committee, any additional beneficiaries you’ve designated here will also be able to access that page, even if they are not direct committee members.

If you offer education credits for committee participation, the first step is to ensure "Allow Committee Terms to Earn Credits" is enabled in Association Settings > Continuing Education:

Next, in the committee, under Continuing Education, determine what percentage of a term must be completed before committee members receive continuing education credits (if applicable).

Example: If your committee terms run from January - December, and you award credits once 50% of the term has been completed, they will be awarded in June.

When creating terms for specific committee members, your credit options are:

If you award credits and a committee term does not have an end date, Novi calculates this percentage as if the term is one year long.

Example: If you put 50%, Novi automatically awards credits after 6 months.

Finally, under Member Directories, choose if the committee can be used as filters in directories.

What this does: Visitors can narrow down the directory search results to members of a particular committee.

Note that you'll also need to enable the filter per directory.

Much like groups, to communicate with committees outside of Novi, you can sync each committee with MailChimp or Constant Contact.

Depending on the platform your association uses, under the Integrations tab, you'll see a toggle to Sync To MailChimp or Sync to Constant Contact.

Once the toggle is turned ON, your current and eligible committee members (and any related records you choose - see note below) will be available as an audience/list in MailChimp or Constant Contact.

In addition to the primary committee members, you can choose to sync over the emails of...

Novi has native integrations with both Forj and Higher Logic. If you have an integration with either of these community platforms, you can sync your committees over.

For Forj, choose a top-level group to sync with your committee. Only people with user accounts will be sent to Forj (no companies), so be sure to set up the group accordingly.

For Higher Logic, the first time the sync is toggled on, a community or security group will automatically be created in Higher Logic whose name matches this committee. People with user accounts and companies will automatically be sent to Higher Logic.

Like the email sync, these will only include current, eligible committee members (and their beneficiaries).

You see the status of any syncs in the committee's header region. If you don't have a particular sync turned on, you'll see N/A. Otherwise, you'll see the latest date and time the sync updated.

Keep in mind that Novi will only initiate a sync if a committee and its members and/or members' information change. If the last sync date is not very recent, it's likely that there haven't been any recent updates.

If you create a committee by accident, or simply don't need it in your system, you can delete or archive it.

A full delete is only possible if the committee has no members, isn't connected to any third-parties, or shown on any pages. To delete a committee, click the caret icon under the Action column to delete.

If a committee has members (current or historic), then it can be archived (soft deleted), provided that the committee is not connected to anything (group conditions, pages, third-parties, etc.).

Archiving a committee with current members will end all current terms as of today. Archiving a committee is done the same way as deleting a committee. A message displays with details about what the committee is connected to before archiving:

Keep in mind, you may want to keep a committee in the system, even if it's no longer active, for historical purposes. Remember that if no one on the committee has a current and eligible term, they won't appear anywhere.

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