A community question
Which rules apply?
Rules may sit apart from the request they govern. Attach the applicable rule and required review to the record.
The situation
Which rules apply?
A board is considering a contract and needs to identify the governing documents, budget limits and legal sources that its own advisers say apply.
People rely on memory, old email and scattered documents to decide what to review.
What a connected record can do
Keep the answer with the evidence.
- 01
Start with the question
Attach the applicable rule and required review to the record.
- 02
Put the supporting pieces together
Connect the source, documents, decision, and reported result the association chooses to include.
- 03
Let the right person follow the trail
Give an authorized reviewer a clear route back to the records behind the answer.
Relevant context
What the record could include.
- Governing-document version
- Board policy reference
- Budget context
- Required review selected by the association
Different roles can see the sources and explanations appropriate to their access.
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