Infocouncil's Action Sheets Module
Using the details of resolutions made in meetings,
Infocouncil provides a module for issuing and monitoring Action Sheets on the
basis of minute items created during meetings. When the minutes document is complete, an import
process can be run in the database to bring details of all minute items into the database.
There is a form for displaying all action items for a nominated meeting. Each item has a
Word icon for viewing the relevant section of the minutes and a ‘sheet’ icon for creating a notice in relation to the matter.
An Action Sheet inherits the following information from the report that gave rise to it:
- Whether the matter is For Action or For Information.
- The due date of any action required.
- The action officer (defaults to report author).
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The administrator can add a note and amend any of the default information. Notices can be sent
to more than one person in relation to the same matter, if the work is to be divided up. ‘For Information’
notices can also be sent to one or more people.
Action Sheets can be emailed or printed, individually or all at once. If preferred, it is
possible to forward Action Sheets to Outlook tasks or to your EDRMS.
Action officers can enter the system and manage their actions. A button is
located in the main Infocouncil toolbar in Word to enable this.
A facility is provided for monitoring actions. The Action Sheets report can be
viewed on screen or printed. Its format is configurable. The Action Sheet report can be run in various ways:
- Completed actions only.
- Incomplete actions only.
- Both complete and incomplete actions.
- Select by staff member.
- Select a specific meeting.
- Select by date range.
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