When taking the Minutes of the meeting, BoardPro's smart Confirm Minutes agenda item will allow you to confirm the Minutes of previous meetings(s).
When the agenda was drafted, the Minutes of previous meetings will already have been selected, so here is how to actually confirm them:
1. On the smart Confirm Minutes agenda item, find the blue Confirm button
A pop up box will give the options to:
- Confirm as Presented
- Confirm with the following changes (with a text box to enter changes)
Clicking "Confirm and Close" is final.
It locks the source meeting.
You cannot go back later and make any changes.
If your board likes the original Minutes to be corrected, add any changes first as a note, then go and correct the original Minutes, then Confirm and Close the Minutes.
What happens when I click Confirm and Close?
- The source meeting is updated to Closed
- The confirmation is recorded in the Minutes of this meeting and also in the final Minutes of the source meeting