Creating a statutory meeting and sending out Reports

The best way is to create a “closed activity”. A detailed how-to can be found here.

Create a regular meeting

1. Activate the admin-mode
2. Select “activities” (left menu)
3. Click “add activity” (right side)
4. Select “closed activity”
5. Fill out the form
   1. Name: e. g. “Regular meeting”
   2. Activity type: statutory meeting
   3. Location (activate “reusable/existing location” if needed) (see also here [link to article])
   4. Date of the meeting
   5. Start and end of the registration phase
6. Select “next”
7. Sharing options: only in my club (depending on the activity)
8. Invite: select your target group
9. Select “next”
10. Select a reminder pattern: default (creation of a customized pattern: see here [link to article])
11. Finish

Sending out a protocol

1. Create the protocol and save it as pdf-file (Important Naming: “Clubnumber_Date_TA-Protocol_Nr.pdf”; eg. RT999_20180325_TA-Protocol_752.pdf)
2. Activate the admin-mode
3. Select “reports” from the left-hand menu
4. Select “add report” on the right-hand side
5. Select the event/activity
6. Select file(s)
7. Send report

Everybody who has been invited to the selected event will receive the report/protocol

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