Workflow

The workflow component provides a place to manage issues relating to the database, or the general management of the organisation.

It is analogous to a ticketing or case-management system in that it allows for issues to be created, assigned and resolved in response to triggers or ad-hoc requirements.

Create Meeting Records

Meetings are an optional part of the membership application workflow. Applications can be assigned for review at one or more meetings, depending on the organisation’s procedures. To do this the meeting records must be set up beforehand.

How to add meeting records