Elections & Compliance

Manage election candidates and results, plus regulatory and internal compliance obligations.

Overview

Use Elections to document candidate lists, voting dates, and results. Use Compliance to track legal, financial, governance, and internal obligations with deadlines, reminders, and evidence.

Elections

Association Elections

  1. Open Association → Elections and select Add.
  2. Enter the election name and date.
  3. Choose Secret ballot or Show of hands.
  4. Enter the required quorum, eligible-voter count, positions, status, and notes.
  5. Save the election.
  6. Open the candidate section and add candidates from member records.
  7. Enter each candidate's position and votes received.
  8. Mark elected candidates and update the election status.

Create the resulting board mandate separately so the official Board register reflects the elected term.

Compliance items

Association Compliance

  1. Open Association → Compliance and select Add.
  2. Enter the requirement and category.
  3. Set the due date and choose Once, Monthly, Quarterly, or Annual.
  4. Set how many days before the due date a reminder is needed.
  5. Add evidence or filing information and notes.
  6. Update the status through Pending, In progress, Completed, or Overdue.

Review upcoming and overdue items regularly. Do not delete completed obligations that form part of the association's audit history.

  • Check approaching deadlines each week.
  • Review election eligibility and candidate records before publishing a ballot.
  • Reconcile elected terms with Board records.
  • Link meeting minutes and resolutions to important governance decisions.
  • Keep evidence for filings, renewals, insurance, licenses, grant conditions, and internal policies.