Minutes

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Every time and action is performed against a company or trust, a set of minutes will be produced as documentation of the action.

 

To view default information to be used when creating minutes the user can right click on the company or trust from companies or trusts grids, then go to company details or trust details and then click minutes.

 

Companies Grid                                Trusts Grid

enSec_CompaniesGrid_MinutesenSec_TrustsGrid_Minutes

 

Selecting the Create Ad-Hoc Minutes option will display the Minutes grid for the user, the minutes grid is shown below.

 

enSec_CompaniesGrid_MinutesScreen

 

From the Create Ad-Hoc Minutes grid the user can select any default options to be selected when printing minutes for the selected Company or Trust. The default options that the user can change are:-

 

hmtoggle_arrow1Company Officers Present

Simply a list of all the officers of the selected company/trust that will be present at meetings

 

hmtoggle_arrow1Other Officers Present

A list of officers from different companies/trusts that will be present at meetings

 

hmtoggle_arrow1Chairman

The name of the chairman of meetings for the selected company/trust

 

hmtoggle_arrow1Location

Simply the location that the meeting takes place

 

hmtoggle_arrow0 Documents Sent To

The place where all the company/trust documents are stored.

 

hmtoggle_arrow1Output

Specifies the output format of the minutes that are created. This can be set to:

 

•Preview - displays the minutes created to the screen for the user to view.
•Printer - prints all minutes out directly to the printer when created.
•Word Document - exports all created minutes to a Microsoft Word Document
•Rich Text Format - exports all minutes to a Rich Text Document
•HTML - exports all minutes to a HTML format.

 

when all the necessary changes have been made, the user can click the Set Default button to save all the changes that have been made.

 

From the Display Minute History / Defaults grid the user can view any old minutes created for the selected Company or Trust by pressing the History button. Pressing the history button will display the below screen.

 

enSec_TrustsGrid_MinutesHistory

 

The History screen lists all minutes that have been created for the selected trust. Using this minutes list the user can select any minutes created for this Company or Trust and reprint them using the Print button.