When preparing the Trustee Minute/Resolution, it can be tailored to present only pre-selected paragraphs from the available list. The paragraph selection is managed through the Settings section of the Trustee Minute/Resolution.
Note: When selecting the Trustee Minute/Resolution paragraphs, these changes will be saved at the Badges level. As a result, when the badge is applied to a Report Pack in the future, that pack will adopt the selected paragraphs under the Settings area.
Note: From release 2.13 (16/12/2016), the Trustee Minute and Resolution documents have been combined into the one document. You can select whether the document is a Minute or Resolution via following the instructions below. If a Trustee Resolution is a part of an existing Report Pack, it will not work. You will need to remove it from the report pack and add the new Minute/Resolution. Refer to Reports for more information.
|From the Main Toolbar, go to Reports.
Changes to the Minute/Resolution are made at the Badges level. A change to a setting will flow through to other funds attached to the same Badge.
How to Prepare
To download an individual report in PDF, Word or Excel format:
1. On the left-hand side of the Reports screen, locate the Trustee Minute/Resolution using the search or from the Letters/Minutes list. Select the green arrow to add the report to the Report Pack List
Before selecting the paragraphs for the Minute/Resolution, the Template will need to be reset.
From the Reports screen, to the right of the Trustee Minute/Resolution select Templates, (ensure a badge has been selected from the reports screen).
Select Minute or Resolution.
Select Reset Template.
Select Go Back. Proceed with the paragraph selection below.
1. From the Reports screen, select Settings
2. Select the Report Date, any Apologies, whether it is a Minute or Resolution, a Chairperson (if applicable) and the relevant paragraphs.
Add up to 5 custom paragraphs for extra sections as required. Custom paragraphs are saved at a badge level.
3. Select SAVE. Select Download PDF or Download Word . The Minute/Resolution can also form part of a Report Pack. Refer to Reports.