Minutes Resolutions Archive Retrieval System

Introduction

  • Minutes and Retrieval System enhance our minute taking, a place that enables you to take board meeting minutes more efficiently.

  • One will also be able to assign action items, all within a secure ecosystem, easily.

  • It is built for the board administrator to streamline their minute taking before, during, and after the meeting ( and it allows them to assign actions and notify the attendees quickly. )

Document

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Create a Document System

Admin/Employee can add/create Document system by clicking on the “Create Document” button present on the top right side of the portal and fill in the required details:-

Document

  • Title

  • Members(Select from the drop-down)

  • Series Number

  • Date(Select from the calendar)

  • Other Titles

  • Types

  • Language(Select from the drop-down)

  • Keywords

  • Abstract

  • Sponsors

  • Description

  • File Description

Uploads

Admin/Employee can upload the document by clicking on the “select file” icon available in front of every upload.

View

Admin can view the details by clicking on “view” icon available in front of every entry.

Edit

Entries can be updated by clicking on “edit” icon or the update button.

Document Types

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Create a Document Type

Admin/Employee can add create Document type by clicking on the “Add Document Type” button present on the top right side of the portal and fill in the required details:-

Document Type

  • Name

  • Status

Annexure

Roles in Minutes and Retrieval System


Role NameDescription
employeeWith this permission, assign actions and role_ notify the attendees quickly who can create a document and upload the required documents.

Workflow Diagrams

Activity Diagram

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Use Case Diagram

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External Resources

📹 Module Training Video ⤤

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