Procedure: Adding a new/updated terms of reference

When to perform

You must have

The final, approved version of the terms of reference.

Procedure

This procedure has been documented in Windows XP operating system. If you are using Windows 7 or other operating systems, the steps might vary slightly. We will be documenting all procedures for Windows 7 in due course.

Below are links to the parts of this procedure, either follow the procedure sequentially or jump to the part that you need help with:

Opening the add/upload page

  1. Log in to the Governance Intranet. See: Logging in.

  1. In Governance - Governance page, select Committees section.  

  1. The Committees - Home page opens displaying the Manage Committees menu.

  2. In the Manage Committees menu, choose Upload TOR or Membership List.

  1. The Committees - Upload TOR or Membership List page opens displaying a list of committees which you service.

  2.  In the Select Committee to upload  TOR or Membership List to section, select the committee to which you would like to add the terms of reference.

  1. The Committees - Upload TOR or Membership List page reopens displaying the list of meetings or chair's circulars in the selected committee, if applicable.

  2. To add a terms of reference, click New  and choose TOR or Membership List.

  1. The Upload Document page opens displaying the Upload Document section and Destination Folder section with the chosen committee Folder.

  2. If applicable, ensure that the Overwrite existing files check box is selected.

Uploading a terms of reference

  1. The Choose File To Upload dialog box appears.

  2. Navigate to the terms of reference to be added for the selected committee.

  3. Select the file and click Open.

  1. The Upload Document page reopens and the file path and name appears in the Name field.

  2. Click OK.

  3. The Processing message asking you to be patient appears on the page.

  1. The Meetings - <Document file name> page opens displaying a message confirming that the document was added successfully and that you can use the form to update document properties.

  1. Ensure that the file name complies with the file naming convention, correct if necessary.

  2. Ensure that the title is correct, edit if necessary.

  3. Click Save.

  1. The <Committee name> - All Documents page opens displaying the terms of reference that has just been loaded with a New icon next to the Name.

  2. The terms of reference has been successfully added.

  3. If you still need to add a membership list or such documents for other committees, repeat from step 2 until all documents have been added. See also: Adding a membership list

  4. Either continue working in the Governance Intranet,

  5. Or log out, see: Logging out.