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 sidebar.
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, plus a Search box. Only the filters that make sense for that tab appear.

• District — narrow to a single district (district level only).
• Council — narrow to a single council.
• Status — choose Any Active Status, Any Inactive Status, or a specific status.
• Term — limit 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.
• Search — type a name or keyword and click Search to filter the current list.

You can combine filters with search to quickly find exactly what you need.

Viewing details

Click any row in a list to open its details:

• Click a unit or council to see its information.
• Click a board member to see their details.
• Click a document to view the file.

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.

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.
• The Directory always shows current information, so it updates as your units make changes.