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Release Version 4.30

10th October 2018

Minutes - Configuration of Voting Users Per Meeting Type

It is now possible to configure who can vote in a meeting based on meeting type. Previously there was just one set of "Voting Users" that applied to all meetings. The important points to note about this change are:

  1. Voting Users still need to be setup as a normal User via the Users maintenance page, however there is no longer a Can Vote checkbox when adding or editing a user.
  2. Voting Users are now added to the required meeting types via the Meeting Types maintenance page.
  3. All existing voting users have been added to all existing meeting types. You will need to modify this by removing users from meeting types as required.
  4. It is now mandatory to specify a meeting type for each template/document. To facilitate this for existing templates/documents that may not currently have a meeting type allocated we created a special meeting type named "Unspecified".

Click this link to view details of how to manage voting users or this link for more general information on voting users.

Minutes - Configuration of Default Minute Type per Section

A default minute type can now be configured for each section within a document/template.

When the document is changed into minutes mode, if a default minute type is configured, this minute type will be automatically set for each item within that section. This will include "pulling in" the recommendation for minute types that use the {resolution} placeholder field. This will remove the need for manually setting the minute type for each item as part of pre-meeting minutes preparation.

Action List Enhancements

A number of enhancements have been made to the Action List to provide additional information and allow more advanced filtering and reporting. Highlights include: * Filtering of actions by any combination of meeting date range, action status, due date range, days overdue, meeting type, assignee, directorate, department or custom fields. * Sorting of actions by meeting date, document name, item title, action status or completed date. * Searching for an action by partial item title. * Viewing of the minute/resolutions associated with the action. * Exporting filtered data to Excel in CSV format.

Refer to the Action List article for full details of the enhanced operation of the Action List.

Other Changes

  • When a user's email address is changed via the Users maintenance page, saving the change can take a while to process if the user has been assigned to a large number of document/items. We now show visual details of what is occurring at the bottom of the screen, to avoid mistakenly assuming that the system has "frozen".
  • When the title of a report item is modified the associated Word document or Google Doc name is now updated to match the new report title.
  • For Office 365 sites, when a report item is moved, the associated Word document is now moved to the target document's folder.