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How to Request Minutes Approval/Sign-Off from Meeting Chairperson

The meeting creator, admin or minute taker can send a request to the chair to sign off the minutes.

Video

Steps

1. Open the Meeting

  • Navigate to the meeting in the 'Meetings' section.

2. Manage Meeting Minutes

  • Click on 'Manage'.
  • Select 'Take Minutes'.

Manage menu with Take Minutes option

3. Send Minutes to Chair

Send to Chair button in the minute taker

  • Click the 'Send to Chair' button.
  • Confirm that the Chair is invited to the meeting before sending.

4. Re-notify or Unlock Minutes

Re-notify or request unlock options for signed-off minutes

  • The Chair or admin can re-notify specific people if needed.
  • Admin can request an unlock of the minutes.

5. Confirm Unlock Request

Chair confirming the unlock request

  • The Chair can confirm the unlock request.
  • Admin can approve the unlock if necessary.

6. Edit Minutes After Unlock

Editing minutes after unlock

  • Once unlocked, minutes can be edited again.
  • The Chair can relock the minutes when ready.

7. Review Unlock Log 5:23

Unlock log showing changes made after minutes were unlocked

  • Changes will be documented in the unlock log.
  • When relocked, the log becomes available.

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