Change Recording of Voting to allow for "Agreed" i.e. 100%, "Carried" +50% Yes, or "Lost" under 50% Yes
It is useful for the record to note if a motion was fully supported, had a majority Yes, or was lost. The current voting record is either Approved or Not Approved so there is no record if the motion was unanimously passed.
It is a requirement of many organisation, particularly those that might be responsible to certain regulators that Directors and Senior Exec undertake a certain number of training hours (or acquire CPD points) either annually or over a 3 year perio...
Search across both passed and not passed resolutions in decision register
It would be good to be able to search decisions register for ALL decisions (with ability to filter those passed and not passed) this would be good for clarity of data as well as the ease of looking over past resolutions presented, no matter the ou...
This is essentially metadata for the document that would also be searchable. This provides context to the document that would be visible without downloading a number of documents to find the one you want. Also useful for auditing purposes for vers...
Allow cloning Between Meetings reports for recurring reports
Between Meeting Reports cannot currently be cloned, meaning when meetings are held bi-monthly and reports shared in between, the format/ structure etc. has to be recreated everytime. Will be helpful if cloning and/or using a previous report was po...
Easily move a document from the Agenda to the Governance Documents section
when a key document is brought before the board for discussion and approval, there are some key documents that you would want to be able to "move to" a governance documents folder.
Enhancement relating to Interests - would it be possible to include the option of downloading past interests as per available for current interests. Also would it be possible to include a date range?
Once an agenda item has been drafted as either a standard item or a voting item there is no 'easy' way to convert one to the other. The current work around is to create a new agenda item of the type required and then cut-paste the content, re-atta...