Create the item
Add a meeting, document or approval request.
fact_check COMMITTEE RECORDSFor trustees and office bearers
Make committee work easier to follow.
A clear record helps committee members revisit why a decision was made. Keep meeting details, supporting documents and approval actions aligned with the community and the relevant roles.
check_circle Meeting recordcheck_circle Supporting documentscheck_circle Request approval
Governance workspace
Meetings, records and review actions
THE WORKFLOW
How it works
Follow the steps from create the item through keep context.
Record action
Identify who reviewed it and the resulting decision.
Keep context
Find the item, related documents and history later.
WHAT IT COVERS
Keep an organised record of committee activity.
Prepare, review and retain records under the community’s role permissions.
Explore all features arrow_forwardcheck_circle
Meeting record
Prepare an agenda, note attendees and retain the minutes for reference.
view_list
Supporting documents
Keep bylaws, notices and other shared records available to authorised people.
verified_user
Request approval
Route an expense or member request through the defined committee process.
COMMON QUESTIONS
Committee Records FAQs
Who can see committee documents?
Access follows the role and community permissions assigned for the record.
Can approval rules differ by amount?
Expense approval thresholds can be configured for the community.
See how SocMgt fits your community.
Tell us about your structure, roles and everyday workflows.