TOPIC:

I have added a way to mark past meeting agendas as "Reconciled". By Reconciled, what I mean is that you have gone back into the dated agenda editor after a meeting to update it to reflect who actually attended a meeting and who actually took the meeting roles.

This update after the meeting is important to ensure that meeting reports are accurate so that you can get the full value out of them. By implementing a marking scheme to indicate which agendas have been reconciled, it will be much easier to know how accurate role reports are. Note that you do not have to reconcile your past agendas, but may get a "nag prompt" if you save a past agenda, and your role reports may not be very credible.

Here are the details of how the marking scheme is implemented. First, if you edit a *past* agenda with the dated agenda editor, you should now see a new checkbox labeled Reconciled at the bottom left of the pop-up window.



If this checkbox is checked, the software infers that you have reconciled the agenda and this status is stored in the database for this agenda. However, if you have not checked this box when editing a past agenda, you will see the following prompt when you save the agenda:



If you click Yes at the above prompt, the JavaScript will check the checkbox for you, then complete the Save.



Additionally, if you are reconciling agendas, you will see a "(r)" in the agenda date selection drop-down to enable you to quickly see which have been reconciled.

Additionally, when you run Meeting Reports now, you should also see the following new informational prompt after you click Run Report in the initial pop-up:



This is based on what you selected in the Report Settings and is intended to give you an idea of how many agendas will be used and how accurate the report will be.

LOVE THIS!!! Thank you!!

I've been doing this whenever I've been VPE, as I felt it was good practice. Now I can make note that I have done it. Awesome!

I love it! Thanks so much for adding this functionality. It will really help me keep track of what's ACTUALLY been done and let future Secretaries do the same.

Nina Chace. 3941. Once you have clicked on the "yes" box that the agenda is reconciled, does this lock that agenda to future editing, or can you still make changes to the agenda, i.e., should you wait until you have made all agenda changes to click on the "Yes" box? Thanks.

It is just a flag that gets set via the checkbox. You can still edit the agenda if you have the agenda edit rights. (nothing changes with that)

Not sure why I cannot see the prompt to reconcile an agenda nor the word reconciled after it was reconciled. Another member of our club did see it and reconciled the last agenda but I cannot see the word reconciled on that agenda either. Any suggestions?

We can't do anything without knowing your club number and name.... no crystal ball here... LOL

My apologies! I would mail you one as soon as I find one LOL...

My name is Suzette Club secretary and Club# 1071664

You will only see the checkbox and the prompt when you edit a past agenda. (at least a day ago)
I am thinking of changing the date logic so that "past" considers the meeting time vs the current time also.

You will not see any of this for future meeting agendas. That is by design, since the way I am using the word "reconciling" is meant to imply that you are checking a "planned agenda" vs what actually happened.

Hello Steve,

I cannot see the checkbox and I would be unable to reconcile any agenda. I tried on my desktop pc and on my macbook laptop (logged in as an Admin) but still cannot see the checkbox or the prompt to reconcile. I can only see an "(r)" next to the date where we can select the agenda and this reconciliation was done by another member of the club.

Thanks again,
Suzette
#1071664

I can see the reconciled checkbox when I edit your 10/4 and 11/1 agendas.

If you cannot see the checkbox, please click the reload link at the bottom of your screen. You may have not automatically gotten the updated JavaScript for some reason.

I have tweaked the Meeting Reports pop-up very slightly so that you do not have to see the Report Basis pop-up every time you want to run a report. You can now just view the Report Basis when you want to via a button I added to the Meeting Reports pop-up for that: