Meetings
The meetings module manages each step required to conduct meetings:
- Creating and sending meeting agendas
- Recording attendance
- Recording voting results
- Creating and sending meeting minutes
Before processing meetings on PropertyIQ, make sure you have created all the motions you’ll need using the motions library. There’s a separate page that steps you through the functions of the motions library. You can access the motions library page by clicking here.
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Settings that affect meetings (1 min)
- How to configure meeting preferences in your PropertyIQ settings
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Templates required for meetings (1 min)
- Standard merge templates required for each meeting types.
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The meetings screen (1 min)
- How to view meetings from the meeting screen
- How to print meeting worksheets
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Creating a new meeting (2 mins)
- How to add a new meeting, record the venue and choose arrears rules
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Sending meeting notices (4 mins)
- How to generate the agenda motion report
- Adding attachments to the notices
- How to generate and send meeting notices
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Recording attendance (1.5 mins)
- How to record attendance and update committee member details from the meeting
- Automatically generate attendance records and committee reports
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Recording voting results (1.5 mins)
- How to record and calculate the results of your meeting motions
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Creating and sending the minutes (3 mins)
- How to generate the minutes motion report
- Adding attachments to the minutes
- How to generate and send meeting minutes
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The extras tab (1 min)
- The extras tab – how to view and update building card information from the meeting card
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The Notes tab (30 sec)
- How to create and print notes and reminders from the notes tab of the meeting card.
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The Alerts tab (30 sec)
- How to create and edit alerts from the alerts tab
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The Documents tab (1 min)
- How to view, edit, delete and print documents
- How to email a document
Click here to view the detailed guide about meetings.
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