The register is located in the People area, where board members can view and edit interests when required.
When a board member is removed from BoardPro, their declared interests are automatically marked as closed and assigned a closed date.
Close an active interest
Open People.
Select Interests Register.
Locate the person’s interests.
Add an End date to each active interest.
This marks the interest as closed and moves it to Past Interests.
Note: Recently closed interests remain visible on the Interest Register Report for 50 days before being removed automatically. If you need the interest removed sooner, delete it from Past Interests and republish your agenda as needed.
This visibility period ensures that recent changes are transparent to all board members, especially since meetings may not occur every month.
Delete closed interests
Go to People.
Open Interests Register.
Select the Past Interests tab.
Locate the person.
Select the Trash icon next to the interest.
Confirm the deletion.
Deleting an interest removes it from future agendas and Board Packs.
Update agendas and Board Packs after changes
Changes made in the Interests Register appear in the next Board Pack.
If an agenda has already been published, you must republish it for the updates to appear. If a meeting is in Draft Minutes or Minutes in Review, updates will not apply until the meeting is rolled back.
To update the agenda:
Roll the meeting back to Published Agenda.
Review the agenda.
Select Publish Agenda again.
Recently closed interests
Closed interests remain visible for 50 days under Recently Closed in agendas and reports. After 50 days, they are automatically removed.
When a board member is removed from BoardPro, their declared interests are automatically marked as closed and assigned a closed date.
Note: You may need to republish the agenda for updates to appear in the Board Pack.
Access historical interest records
Past interest registers from old meetings will be unchanged and can still be accessed through your meeting documents.
Open Meeting Documents.
Locate previous meeting attachments.
Open the interest register included in the meeting documents.
Governance considerations
Transparency
Keeping closed interests visible for 50 days ensures board members remain informed of recent changes.
Retaining closed interests for the full 50-day period ensures compliance with transparency requirements and provides a clear record of recent changes. Organizations should carefully consider their governance policies before opting for manual deletions.
Record integrity
The 50-day period supports clear governance records and consistent handling of interest updates.
Situational adjustments
If interests are manually deleted earlier, consider documenting the reason to maintain transparency.