Edit Group Charter

Use this form to edit a group charter. Note: To edit a group's charter, you must have Edit Charter privileges and be a member of that group.

To edit a group charter:

  1. From All Groups, click the name of the group whose charter you want to edit. This takes you to the home page for that group.
  2. Above the Group Notes section, click Charter. This takes you to the group Charter and Chairs page for that group.
  3. Next to the Charter heading, click Edit. This takes you to the Edit Group Charter page.
  4. For Charter, the current Charter text appears. Enter the complete charter text or, if another document is the charter, enter a brief description of the charter document. An unlimited number of characters (any type) are allowed; HTML is not allowed. Modify it or continue.
  5. In the Charter Document section, the name of the current charter document (if any) is listed in the Current Charter Document field; click the document name to view it. This field is automatically updated if you select an existing group document or upload a new document as the charter. If no charter document currently exists, it displays [none].
  6. In the Charter Document section, the current link text appears in the Link text field. This text appears in the Charter section on the Charter and Chairs group page. Modify it or continue.
  7. In the Charter Link Text box, enter the text that should appear on the link to the Charter Document.

Note: Depending on whether a charter document exists, do either Step 8 or 9 below.

  1. For Change Charter Document, if a charter document does not exist, do one of the following:
    • Create a charter document by selecting an existing group document - Click the document name from the drop-down list of documents uploaded within the last month. To change the upload time frame, select another time frame and click Update List.
    • Create a charter document by uploading a new document - Enter the name of the document to upload or click Browse to find the document. Select the state of the uploaded document, then select the folder into which the document is to be uploaded.

Note: For either option, you must select both the option (radio button) and select the document.

  1. For Change Charter Document, if a charter document does exist, do one of the following:
    • Keep the current charter document - Select this option to keep the current charter document.
    • Replace the current charter document by selecting an existing group document - Click the document name from the drop-down list of documents uploaded within the last month. To change the upload time frame, select another time frame and click Update List. Note: Replacing the charter document does not delete the previous charter document.
    • Replace the current charter document by uploading a new document - Enter the name of the document to upload or click Browse to find the document. Select the state of the uploaded document, then select the folder into which the document is to be uploaded.
    • No charter document - Select this option to remove the association between the group's charter and its charter document. The document itself is not deleted.
  2. When you finish, click Modify Group Charter to edit the group charter or Cancel to return to the group home page without editing the group charter.

Note: Required fields are designated by an asterisk (*). If you click Modify Group Charter and a required field is left blank, an error message appears in red next to the blank field heading. Enter the required information and click Modify Group Charter again.

  1. If you click Modify Group Charter, the charter is updated and you go to the Edit Group Charter - Success page, which shows the updated charter information. The changes you made to the charter appear on the group Charter and Chairs page. From the Success page, you can select to edit the charter again or go to the group home page.

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