Administrators, Chairs, Board Secretaries and Senior Executive Access roles can edit individual minutes if the meeting is in the "Draft Minutes" or "Minutes in Review" stage.
From the Meeting Details page, click on Edit Minutes on the top right.
Go to the agenda item you'd like to edit, then click it to open it.
Click the minute to edit, which opens in a pop-up box.
Once you have made your edits, don't forget to "Save." The Minutes PDF will be automatically updated.
Please note: The meeting status in the video below is "Minutes in Review".
FAQ's
Can I add extra minutes to the agenda items?
You can also add extra minutes (notes, decisions, and actions) to agenda items before the meeting is confirmed.
Can multiple people edit the minutes at the same time?
Yes. Please note: There is only one version of the minutes, so it's not possible to undo changes you make.
Can the Chair make notes or comments on the Draft Minutes?
There is no specific feature for making comments on the Minutes at this time. A workaround is for the Chair (or another person with edit access) to use a different colour font. You could then have one person do the final review and make any necessary changes prior to finishing the minutes.
Oops, I updated the Minutes to Minutes in Review before I was ready. Can I change this?
If you accidentally update the Meeting status or need to amend a meeting, you can roll it back to the earlier stages, provided the meeting has not been confirmed.
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