- action item
item assigned to someone at a meeting which needs to be resolved in some manner
list of items to be covered in a meeting, or document containing that list of items
- agenda item
single agenda item to be covered in a meeting, or row on Meeting view
- discussion item
a topic which needs to be brought up at a meeting. When a discussion item is created from My Status Report view, this automatically creates an agenda item
- discussion request
an email which is sent to the members who resolve via position to the Invite Tags of a meeting
- expiration date
this is the date the task should next be completed by. If this date is in the past, the task is overdue and should be completed as soon as possible.
some tasks have additional fields which require information to be entered by the member. These fields can be filled in text, uploaded files, etc., and the data entered is associated with the task completion
most of the data held within the system are grouped by “interest”. When logged into the system, the member selects the interest near the top of the view. The interest can be a running club, etc.
sent to a member inviting them to a meeting. In this email is a link for the member to access their My Status Report view at which they can record their status for each position, and to create discussion items for the meeting
- leadership admin
members with this security role serve in a supervisory position and can create tasks, task groups, and positions, as well as assign members to positions
get-together either physically, virtually via teleconference, or by email, where business is discussed for which minutes are required, action items may be generated, and/or decisions made (by motion / vote)
- meeting admin
members with this security role serve in a supervisory position and can create and manage meetings
- meeting type
the meeting type defines the behavior of the meeting, e.g., what user interace elements and buttons are shown, the wording used for certain terms, defaults tags, etc.
a club member that serves in a volunteer position that requires specific and trackable training and orientation
- membership admin
members with this security role serve in a supervisory position and can manage membership information
a formal proposal put to the voting members, for which a vote will be taken and a formal decision made
the group of members who hold positions for managing the interest
- organization admin
members who serve in a supervisory position and can manage the organization by creating members, positions, and assigning members to positions.
the volunteer position that a member is assigned. Examples: President, Training Coach, Race Director
- racing team
clubs may support a racing team. A member of the racing team may apply to be on the team and also may update their result information and volunteer information
- racingteam admin
members with this security role serve in a supervisory position and can create and manage racing team information.
- racingteam member
members with this security role serve on the racing team
when a member is invited to a meeting, they are given a link to a form which they can use to indicate their intention to come to the meeting or not. See also status report
- security role
security roles control what views the member has access to, what data can be changed in the database, etc.
status of task completion,
- status report
when a member is invited to a meeting, they are given a link to a form for filling out their status report for each position they hold. See also rsvp
- summary email
email which is sent to a manager of specific task groups, with a list of members and their overdue tasks
- super admin
members with this security role serve in a supervisory position and can create interests, assign security roles, interests, etc.
positions and members can be associated with one or more tags. These tags can be used to group those positions/members for certain purposes
a trackable training or orientation requirement for a specific position. Examples: Read Bylaws, Read/Complete Conflict of Interest Form, Complete Safe Sport Training
- task group
a collection of tasks that are assigned, in aggregate, to a position. Examples: Training, Executive Officer
the period during which a member holds a position. If the member holds the position multiple times with gaps, these are multiple terms
formal indication of approval or rejection of a motion, or the desire for recusal by abstaining
- voting member
a member who is allowed to vote at the meeting