Meetings, minutes, resolutions, policies and association members

Everything here is under Governance, except Association members which is its own menu item.

Meetings and minutes

Steps must happen in this order:

1. Schedule the meeting (or record a past one).
2. After it happens, mark the meeting as held: "Mark the meeting as held before finalizing its minutes".
3. Write and finalize the minutes: "Finalize the minutes before signing".
4. Collect signatures.

"Minutes are finalized — reopen them before changing...": reopen the minutes, edit, then finalize again.

Resolutions

• "Only draft resolutions can be edited/deleted".
• "Only a passed resolution can be sent for signature."

Policies

• Upload policies as PDF or Word, up to 10 MB.
• "Already declared for this version and year": that person has already acknowledged this version.
• "This person is outside the policy's audience": the policy is not assigned to them.

Association members

• "Member number X is already used by Y. Leave it blank to auto-generate the next one."
• "A fee is already recorded for this member in FY X...": each financial year's fee is recorded once.
• "Only life members pay a one-time fee."
• Member certificates are valid until 31 March of the latest financial year the member has paid for.