Overview

The Directory gives you one organized place to browse everything under your district or council. Instead of one long list, the Directory is organized into separate tabs so you can look at the kind of information you need without the clutter.

Use it to find a specific unit, review board rosters across all your units at once, check which documents have been submitted, and download a spreadsheet of any view for your records or a board meeting.

How to open the Directory

1. Go to your district or council dashboard.
2. Click Directory in the navigation bar under your organization’s name.
3. The page opens to the Directory Browser, with tabs across the top.
4. Click any tab to switch what you are looking at.

Understanding the tabs

The tabs you see depend on your level. The Directory groups information into separate tabs, so Board Members and Documents are their own complete lists, not something you open one unit at a time.

At the district level

• Councils — every council in your district.
• Units — every unit in your district.
• Documents — all documents from your councils and units, gathered into one list.
• Board Members — all board members across your councils and units, gathered into one list.

At the council level

• Units — every unit in your council.
• Documents — all documents from your units, gathered into one list.
• Board Members — all board members across your units, gathered into one list.

The Documents tab and the Board Members tab each show one combined list pulled from every unit (and council, at the district level). You do not need to open each unit individually to see them.

Filtering and searching

Each tab has its own set of filters at the top. Only the filters that make sense for that tab appear.

• Search — type a name or keyword and click Search. Available on the Councils, Units, and Board Members tabs. (Documents uses its filter dropdowns instead.)
• District — narrow to a single district (district level only).
• Council — narrow to a single council.
• Status — on the Councils and Units tabs. Choose Any Inactive Status to catch everything that isn’t active in one go, or pick a specific status: Active, Pending, Suspense, Disbanded, Dissolved, or Withdrawn.
• Term — limits Documents or Board Members to a single term (school year).
• Type — on the Documents tab, filter by document type.
• Position — on the Board Members tab, filter by board position.

You can combine filters with search to quickly find exactly what you need. Column headings on most tabs are sortable too — click one to reorder the list.

Each tab also remembers the filters you last used. Switch tabs, step away, or come back to the Directory later — as long as it’s within about an hour, your filters (and search) are still there, and the web address updates to match, so it’s easy to bookmark or share exactly what you were looking at. Clearing a filter or search keeps the tab cleared; it won’t bring back what you removed.

Viewing details

Each row has a View button at the end, and what it does depends on the row:

• Councils and Units — takes you straight into that organization, so you can work in it.
• Board Members — opens a panel with their contact details, position, and term, plus a button to open their full board member record. Any roster warnings for that person show up here too.
• Documents — opens a panel with the document’s details and links to open each attached file.

Names shown inside a row are links as well, so you can jump to a unit’s district or council in one click.

Exporting a list

Every tab can be downloaded as a spreadsheet.

1. Open the tab you want to export (for example, Board Members).
2. Apply any filters or search you want included.
3. Click the Export button in the top right.

The download reflects the tab you are viewing and the filters you have applied, so you can export just units, just documents, just board members, and so on.

Exports are generated in the background. A small progress window tracks the job while you keep working, and the file opens automatically when it’s ready. If it takes more than a few seconds, Connect emails you a link instead.

Adding an entity

If you have permission to manage entities, an Add button appears in the top right next to Export. The button matches your level:

• At the district level: Add Council
• At the council level: Add Unit

If you do not see this button, your account does not have permission to add entities at this level.

Tips

• Export the Board Members tab before a board meeting for a complete, up-to-date roster across all your units.
• Use the Term filter on Documents to confirm everything has been submitted for the current school year.
• Use Any Inactive Status on the Units tab to spot every unit that isn’t active, without checking each status one at a time.
• The Directory always shows current information, so it updates as your units make changes.
• Filters stick around for about an hour per tab, so bouncing between tabs (or stepping away and coming back) won’t make you re-pick them.