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About ionMy

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	Watch a Video - <video name> Navigate to: https://www.youtube.com/@ionMyMastery or ionMy Video Tutorials	Refers to a video on the ionMy Mastery channel. These are optional, however, recommended when completing self-paced.
	Tip - <Tip name>   Tips will appear throughout the document to highlight key information	Tips are used to highlight important points
	Discussion – <discussion topic>   Prompts to discuss a certain topic during training.	Discussion points can be used to discuss during training or read if completed self directed

INTRODUCTION

INTRODUCTION: Committee Management in ionMy

Effective committees are essential for strong governance within an organisation. This training manual equips you with the knowledge and skills to navigate the Committee Management module in ionMy, enabling you to participate in and contribute meaningfully to committee meetings.

What You'll Learn:

ionMy Committee Management Features: Discover the functionalities of the ionMy module designed to streamline committee operations.

Essential Tasks: Gain practical knowledge on key tasks like escalating records to meetings, creating agendas, recording and publishing minutes, managing actions and linking to standards within the Committee Management module.

Benefits of Using ionMy Committee Management:

1. Improved Efficiency: Streamline workflows and facilitate collaboration with fellow committee members.

2. Enhanced Transparency: Ensure clear and centralised access to meeting agendas, minutes, and other relevant documents.

3. Informed Decision Making: Facilitate knowledge sharing and informed decision making with easy access to past discussions and records.

4. Stronger Governance: Foster good governance practices by promoting effective committee function and accountability.

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3. Select the committee Organiser from the ddl. This is generally the person that manages the meeting group, updates the agenda, records meeting minutes and so on.

4. Committee Members (Staff) can be set by either the staff members Name or Position.

	Tip – Setting by Position When possible, we recommend using the Position option as this avoids having to manually update your meeting members when staff changes occur. However, please note that when the minutes are published, the Attendees Name AND Position will be listed.

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3. The Meeting Date and Meeting Time fields are mandatory. Below this is the fields to add Calendar Meeting Start and End Time which, when populated, sends a calendar attachment (.ics) with the published agenda. This allows the user to update their Calendar with the meeting time.

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	Discussion – RSVPing to a Meeting Once the meeting is published, members have the option to Accept, Decline or select as being Tentative to this meeting. As this is done, the Attendance fields will automatically be updated. Once a meeting is held, the meeting organiser, or those with access, can update the list to reflect the actual attendance details.

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Additional functionality available will be presented for completion if required.

Tip – Refining the Minutes Prior to Publishing To streamline your minute taking process, try this approach: enter basic notes during the meeting and then return to the Minute Details afterwards to refine them. This allows you to focus on the discussion during the meeting and return later to check spelling and grammar, add associated actions, link to relevant standards, and upload supporting documentation later.

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12. A pdf or word will generate and download. A sample is shown below.

	Tip – Preview Before Publishing Before publishing your meeting agenda or minutes, click the "Print" button to generate a preview. This allows you to review the document for accuracy and make any necessary adjustments before sharing it with committee members.

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Click here to download a copy of the guide

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