Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

About ionMy

...

  1. 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.

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

image-20240622-084132.png

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.

...

  1. 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.

...

image-20240622-085130.png

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.

image-20240622-085201.png

...

Additional functionality available will be presented for completion if required.

image-20240623-003830.png

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.

...

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

image-20240623-004705.png

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.

...

Term or Acronym

Meaning

ddl

Drop down list

msb

Multi select box

Click here to download a copy of the guide

View file
nameCommittee-Management-Manual.pdf

...