BoardPro's Interests Register Smart Agenda Item helps manage and track directors’ and officers’ interests, including actual, potential, or perceived conflicts.
BoardPro automatically includes the Interests Register in the Board Pack and in the best-practice agenda template. This allows members to review both their own declared interests and those of other members.
Adding the Interests Register to the Agenda
If you cannot see the Interests Register in your agenda, add it by clicking the + Agenda Item button at the bottom of any agenda section.
Why is the Interests Register option greyed out in the agenda menu?
If the Interests Register option appears greyed out in the Add Agenda Item menu, the item has already been added to the agenda. Only agenda items that have not yet been added remain selectable.
Renaming the Interests Register
If your board prefers a different name for the Interests Register, you can rename it by clicking the agenda item title in the detail panel.
Why can’t I find the Interests Register in the Agenda?
The Interests Register Smart Agenda Item may have been renamed. Regardless of the name given to the item, hovering over the Smart Agenda Item icon will display its original function, such as Interests Register.
How to Add or Edit an Interest in the Agenda
To add or edit interests:
Click the Interests Register agenda item.
To edit an existing interest, click the pencil icon beside the entry.
If the end notification date is known, add it to the interest.
To Add an Interest click the blue Add Interest button.
Important:
If your Board Pack has already been published, republish the agenda after adding or editing an interest to ensure the updates are reflected.
Note:
Once the Board Pack is generated, all interests listed in the Interests Register agenda item are automatically included.
Any interests added or edited before, during, or after the meeting are automatically updated on the Interests Register page.
The Recently Closed section is visible only in the published Board Pack version of the Interests Register.
The Recently Closed section is not visible while editing the agenda.
Publishing or republishing the agenda is required to display updates in the Board Pack.
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