I like that everyone on my board can add and update their interests, but we have noticed that some are deleting their interests instead of closing them, which means they are no longer recorded in the past interests list, as required for compliance...
We know that the whole list is shown at each meeting. But how do Trustees know changes have been made without having to read the entire register every time? It would be helpful if the changes were highlighted or marked " New."
Provide the ability to copy the interests for a board member to his interests as a committee member after he has already been set up rather than only being able to do it at the time he is set up as a member of a committee.
It would save time for administrators and users where this was ommitted to be done on initial set up.
Occassionaly documents are added to the Board Pack that a board member may have a conflict of interest with. It would be helpful to be able to register a conflict against specific papers. If it could also be not included in that person's board pac...
Register/import more than one interest at a time per director when moving from a different platform
It would be ideal to have the ability to enter multiple interests per director rather than having to choose the director, date etc over and over again when setting up the interest register.
We have an issue with how the interests register is recorded in BoardPro - principally that people frequently don't record the name of the entity correctly, making automatic data matching very difficult. We have loaded unique government identifier...
US non-profit corporations are required to annually record the answers from each board member to specific conflict of interest questions: I have received a copy of the organization’s conflicts of interest policy; I have read and understand the pol...
Enable a space to input "term remaining" next to each individual on the Interests Register. If there was a way to incorporate a "countdown" clock that would also be very useful
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