Confirming Previous Minutes

How to confirm the Minutes using the Smart Agenda Item.

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

When taking the Minutes of the meeting, BoardPro's smart Confirm Minutes agenda item will allow you to confirm the Minutes of previous meetings(s).

When the agenda was drafted, the Minutes of any previous meetings will already be selected so here is how to actually confirm them:   

On the smart Confirm Minutes agenda item, click on the blue Confirm button 

A pop-up box will give the options to:

  1. Confirm as Presented (Minutes are closed and locked)

  2. Confirm with the following changes (If the previous minutes need to be corrected you can add any changes as a note that will be displayed at the top of those minutes or you can cancel this request and go and correct the original Minutes before coming back and Confirming and Closing the Minutes).

WARNING:  This confirmation is final and will close the Minutes of this meeting

What happens when I click Confirm and Close? 

  1. The source meeting is updated to Closed

  2. The confirmation is recorded in the Minutes of this meeting and also in the final Minutes of the source meeting 

What happens if I don't click on Confirm?
If you forget to click confirm and move the meeting onto the Minutes in Review stage a pop-up box will open with a reminder:

  1. Postpone for another meeting (will move the minutes back to the Available Minutes List)

  2. Fix Now (Re-opens the Confirm Minutes Agenda Item)

Postpone Minutes for another meeting

If there are minutes on your list that you would like to postpone for another day, you have the option to remove them.

  • Click on the context menu (3 dots) and then remove it. This will move the minutes back into the Available Minutes to be confirmed list which is available under the show/hide button.

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