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14.2. Adding a Legislator to a Committee

Assigning a Legislator to a committee

Please follow the below instructions on how to do this.

1. Open the Committee Record for a Candidate, for example "Washington for President"
2. Open the "Committee Staff" subfile
3. Select "Add New Staff"
4. Search for the Legislator and select the appropriate one in the search results (If the Legislator does not exist in you data set, please refer to the below instructions on how to add the Legislator)
5. Enter a Date appointed (This will not be reflected on you FEC report)
6. Change the Contact type to "Candidate"

If the Legislator does not already exist in the data set, please follow the below instructions on how to create a new Legislator

1. Select File > New Legislator
2. Enter the Legislator's Name
3. Select Add District
4. Select the appropriate selections in the drop-down boxes that appear
5. Save the record.
6.  If this is a Federal Candidate enter the Candidates FEC ID number in the ID field. This number starts with either a S, H, or P.
7.  To save the ID select "Update" Under next to the District Information, then select to save the record.

8.  Enter any other information you wish into the Legislator's record and save the record.

9. Once the record has been saved, you'll want to expand the District Information section, and then enter the legislator's district info using the Add District button. Once that has been added, go ahead and give the entire record a save.

10. Make sure to mark the default indicator on the district. As legislators may have represented multiple different districts in the past, so it's important that the default indicator option gets marked so the information pulls to the FEC report properly.

If all of this data entry is done correctly, you should see the candidate with the office sought information fill in for the transaction.