NOTE: Recently closed interests will appear on the Interest Register Report for 50 days.
To close an interest in BoardPro, open the Interest Register page under People on the navigation bar.
Admins, Board Secretaries and Chairs can close an Interest for anyone on the People List by editing the interest and adding an End Date.
To Edit the Interest:
Click on the three dots next to the interest.
When the pop-up box opens, use the End Date calendar to select the date the interest was closed.
Use the arrows or the date picker to choose a date in the past or future
If the closed date is in the past, the interest will automatically be moved to Past Interests, where it can be reopened or edited if needed.
If the date is set for the future, it will remain on the current interests until the due date.
Note: If you delete an interest, it will be removed from your records. But if you close an interest, it remains on your records under the Past Interests, which fulfils a requirement of the Companies Act to retain your interests for several years.
You would only delete a mistake or duplicate entry for best practice.