Meetings

A Quick Guide for Meeting Organisers

Organiser Quick-Start Guide. This guide aims to help new and existing meeting Organisers with the key steps needed to set up and release a meeting. Step 1 - Create the Meeting. From the Home screen,…

Rachel Kinkead
Updated by Rachel Kinkead

A Summary for Meeting Attendees

An Introduction to Meetings for Attendees. The Meetings element of the Governance & Risk platform enables meeting Attendees to read their meeting papers, annotate, create and share notes, discuss, de…

Rachel Kinkead
Updated by Rachel Kinkead

Groups & Committees

Groups & Committees. Groups and Committees have different functions in the system so we would generally recommend that System Administrators set up both, e.g. a ‘Board’ Group as well as a ‘Board’ Com…

Rachel Kinkead
Updated by Rachel Kinkead

Creating and managing votes

Creating & managing a Vote. The Meetings module allows users to set up and manage a Vote. Attendees can then cast their vote and add any applicable comments, before or during a Meeting. Set up the Vo…

Rachel Kinkead
Updated by Rachel Kinkead

Agenda Permissions

Agenda Permissions. In Meetings, anyone who is an Attendee or Organiser of a meeting can view the agenda items. However, it’s possible to tailor access to an agenda item through Agenda Permissions. O…

Rachel Kinkead
Updated by Rachel Kinkead

Document Progress

Document Progress. Preparation is important for successful meetings; reading the documents, adding notes & comments, and asking questions can help the meeting to progress quickly and focus on the imp…

Rachel Kinkead
Updated by Rachel Kinkead

eSignature Guide

Requesting a Signature. Open the required document. Navigate to the page where a signature is needed. Click on the signature icon on the right hand bar and click 'Request Signature'. Fill in the sign…

Rachel Kinkead
Updated by Rachel Kinkead

Approvals & Resolutions

Creating Approvals & Resolution Events. There are different ways you can share a document and get approvals using the Governance & Risk platform. Two options are explained in this article; option 1 w…

Rachel Kinkead
Updated by Rachel Kinkead

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