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Between Meeting Reports - New UI

How to send the board a report when there isn't a meeting

Rajit Theodore avatar
Written by Rajit Theodore
Updated over a week ago

Between Meeting Reports can be used to distribute any document or report to the board outside of a regular meeting cycle. These could include:

  • If there is a month without a board meeting, the board still needs to receive a business update.

  • Crisis reporting - your board might have requested weekly updates.

Only access roles Chair, Administrator, Board Secretary and Senior Executive can add and edit Between Meeting Reports.

Adding a report:

On your Between Meetings page, click on the green '+ Add' button and select 'Report'.

  1. Add a title

  2. Select the report date and the owner.

  3. Tick the box next to the names of those to whom an email notification will be sent. Like the board pack, they will receive a secure link to log in and read the paper online.

  4. Add a greeting and how you would like their name to appear in the notification.

  5. Add a summary or additional information.

  6. Attach supporting documents (Reminder: if you select from Governance Documents, any documents in a restricted/confidential folder cannot be added)

  7. Save it as a Draft, email out the notification or delete it.

Notes:

Only people who have login access will be notified of the report. If their status says 'Invitation Pending' or 'No Access', an asterisk will appear next to their name, indicating an email notification cannot be sent to them.

If you select Draft, people cannot see the report until it is ready.

  • To move it out of Draft, click on the report to open it and then click 'Send Report'.

Once a person has opened the document, their avatar will appear next to it. Underneath the attached documents, there is also a place to add comments.

Click on the context menu (3 dots) on the top right to:

  • Review the email history.

  • Lock the Report - so that no further edits or comments can be added

  • Delete the report

Between Meeting Reports is available on the Premium and Ultimate Plans only. If you would like more information about this feature or upgrading your plan please contact BoardPro Support.

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