CMS - Closed Meeting Card

Created by Mienette van Heerden, Modified on Wed, 10 Dec at 9:52 AM by Mienette van Heerden

Reopening a Closed AGM Meeting Card

Once a meeting card has been closed, it cannot be reopened. If an AGM/ SGM or Trustee meeting card was closed in error, a new AGM meeting card will need to be created.

The steps below outline this process.

Creating a new AGM Meeting Card

Navigation: Community > + Add Item

1. Add a new Meeting item

On the Community planner dashboard, click the 'Add Item' button at the top of the screen.

2. Select the Meeting type

From the list of options, select Special General Meeting.

3. Update the Meeting Detail

Once the SGM has been created, a new meeting card will open.

On this meeting card, navigate to the Details tab and update the Meeting Title from Special General Meeting to Annual General Meeting.

The meeting details can then be configured, and the AGM can be managed as required.

Additional Support Resources

For further guidance on the full meeting process, refer to the following support articles.

CMS - Meetings: In-Meeting

CMS - Meetings: Pre-Meeting

CMS - Meetings: Post Meeting