Corporate Meeting Wizard

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The Corporate Meeting Wizard allows you to prepare documents for corporate meetings using information entered in Secretariat and dates selected on the wizard screens. This wizard also updates the database to reflect the new Last Elected Date for re-elected positions and adds the date for newly elected positions.

Fields

Effective date – This date will update records in the database in the following manner:

§          the last elected date for any re-elected position(s)

§          the effective, first elected, and last elected date for any new position(s)

§          the end date for any retiring position(s)

Notice date – The date a notice must be generated.

Meeting date – The date a meeting will occur.

Update last meeting date – An indication that the last meeting date will be updated.

Update next meeting date – An indication that the next meeting date will be updated.

Next Meeting Date – The date of the next meeting.

Document Category – The type of document being created.

Template – The template to be used in the document creation.

Positions Held Fields

No changes to slate – An indication that all slate positions listed on this screen will be re-elected using the effective date entered on the previous screen.

Skip re-election altogether – An indication that the documents will be prepared with no changes to the database.

Re-elect with change – An indication that people will be retired and added to the slate.

Select Position Types – The positions that will appear for the slate.

Positions – Select the names of people to be elected to and/or retired from positions in the company. Elections can be new people and positions or re-election of past positions.

Buttons

Next – Click to access the next screen of the wizard.

Cancel – Click to close the wizard without saving any changes.

Back – Click to access the previous screen of the wizard.

Select Position Types – The positions that will appear for the slate.

Finish – Click to change the status of the selected entity.

Print – Click to send the information to the default printer.

Generate Documents – Click to open the Document Assembly Wizard to prepare documents.