Minutes review is carried out in a table designed for this purpose.
- Tests are set up on the parent page – such as whether the minutes were signed as approved, reference to previous minutes, reports tabled and payments approved.
- These are set up from the prior page, or if they are already there by default may be deleted, additional steps selected or a new custom test added.
- Now create the table also from the D1 page (List of meetings to test).
- Open the table and start adding minutes details like date, and type of meeting.
- Check that the tests are met and tick them off all at once using "Pass all tests" or one by one to identify any non-compliance - which will be identified as "deviations."
- Add each issue raised in the minutes as a comment, and then use the cross reference feature to link the comment to elsewhere in the file.
- For instance, the minutes record the purchase of a new vehicle, so this may be added as a comment, a quick check made that this is included as an assert addition, and a cross reference added to the N (Fixed Assets) section.
- Next let's say that the minutes record that there has been an employee added. Add another comment, and cross reference it to the I (Payroll) section.
- Continue adding minutes until you have reviewed the whole year.
- Add in post balance date as well, AGM and any special minutes.
- You may also upload the minutes themselves as attachments if required.