Minutes Resolutions Archive Retrieval System
| Document Title | Minutes Resolutions Archive Retrieval System Guide |
|---|---|
| Document Number | MRARS -001 |
| Version | 1.1.5 |
| Author(s) | Senior Analyst, Governance |
| Approved by | Senior Manager, Operations |
| Approval Date | May 15th, 2024 |
1. Introduction
The Minutes & Resolutions Archive & Retrieval System enhances our minute-taking process, providing a centralized place for efficiently managing board meeting minutes. It allows users to assign action items securely within an organized system. This system is designed specifically for board administrators to streamline their minute-taking process, including activities before, during, and after the meeting. It also allows the easy assignment of actions and notification of attendees.
2. Document
2.1. Create a Document System
Admin users can add or create documents by clicking on the Create Document button located at the top right corner of the portal. The following details must be filled in to create a 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
2.2. View
Admins can view the document details by clicking on the view icon available in front of each entry.
2.3. Edit
Entries can be updated by clicking on the edit icon or the update button.
3. Document Type
3.1. Create a Document Type
Admin or Employee users can create a new Document Type by clicking the Add Document Type button located at the top right corner of the portal. The following fields need to be filled:
- Document Type Name
- Status
4.1. Roles in Minutes and Retrieval System
| S.No. | Role Name | Description |
|---|---|---|
| 1 | Mapped with employee role | With this permission, users can create documents and upload required documents. |
4.2. Workflow Diagrams
4.2.1. Activity Diagram
4.2.2. Use Case Diagram
