Prepare
Create the meeting or approval request and attach the relevant information.
groups COMMITTEE & RECORDSFor committee members
Keep committee decisions and records together.
Committee decisions work best when the request, approver and supporting record can be found in one place. SocMgt provides a structured home for meetings, minutes, documents and review tasks.
check_circle Meetings and minutescheck_circle Approval historycheck_circle Document access
groups
Committee workspace
Meetings, approvals and documents
THE WORKFLOW
How it works
Follow the steps from prepare through refer back.
Review
The correct committee role checks the item and records a decision.
Refer back
Keep minutes, documents and decision history available to permitted users.
WHAT IT COVERS
Give each decision its supporting context.
Review a decision alongside the meeting notes or documents that support it.
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Meetings and minutes
Organise agendas, attendance and meeting notes in the committee workspace.
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Approval history
Route expenses and member requests to authorised reviewers according to community rules.
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Document access
Store and share relevant community records with appropriate permissions.
COMMON QUESTIONS
Committee & Records FAQs
Can a treasurer approve expenses?
The community can configure the expense approval rules and responsible committee roles.
Are voting and document features identical for every society?
Set up the workflows that fit your community and its governance process.
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Tell us about your structure, roles and everyday workflows.