Decision and action register

The register keeps the decisions and actions of your meetings in one place. You can filter it, update it, and export it as a PDF.

What the register holds

The register holds every decision and action from your approved sessions. It covers all meetings on one page. In the sidebar, select Register to open it.

Find entries

The filter bar at the top of the page narrows the list.

• Type: show decisions or actions.
• Status: show one status.
• Meeting: show one meeting.
• Tags: show one tag.
• From date and To date: set a date range.
• Search: find text in an entry.
• Owner email: show the entries of one owner.
• Overdue only: show entries that are past their due date.

Statuses

A decision is Active, Superseded, or Rescinded. An action is Open, In Progress, Completed, or Cancelled.

To change the status of an action, select the entry. Choose a status in the entry detail and select Save Changes.

Supersede or rescind a decision

Use Supersede when a newer decision replaces an older one. Use Rescind when a decision is no longer in force. Both options appear in the detail of an Active decision.

1. Select the decision.
2. Select Supersede.
3. Search for the replacement decision.
4. Select the replacement decision.
5. Select Supersede to confirm.

The picker searches all active decisions in the workspace. The original decision becomes Superseded and links to its successor.

1. Select the decision.
2. Select Rescind.
3. Enter a reason.
4. Select Rescind decision.

A rescind needs a reason. ācta records it in the audit trail, and you cannot undo it.

Export the register

1. Select Preview PDF on the register page.
2. Check the preview.
3. Select Download.