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Committee records

Record a committee's outcome on an application with its rationale and any dissent, add meeting notes, and correct a record without losing the original.

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The Committee panel at the foot of an application's page holds what your committee decided about it and what it discussed. Every administrator who can open the application sees it. Assessors and applicants never do. Application is your organisation's own term if you've renamed it.

The panel appears only when Assessments is turned on for your organisation and you can access applications. To record or correct anything you also need Can access Assessments.

What the panel shows

Each record shows its kind, Committee outcome or Meeting note, and who recorded it and when.

  • A committee outcome shows the outcome (Recommended, Not recommended or Deferred), the Rationale and, if anyone disagreed, the Dissent.
  • A meeting note shows the note.
  • Either shows Meeting on and the date, when one was given.

The newest records come first. If nothing has been recorded, the panel says No committee outcomes or meeting notes yet.

Record a committee outcome

  1. On the application's page, go to the Committee panel and select Record committee outcome.
  2. Choose the Outcome.
  3. Enter the Rationale: why the committee reached it. It is required.
  4. If anyone disagreed, enter who and why in Dissent. Leave it empty otherwise.
  5. Enter the Meeting date if you want to, then select Record outcome.

Add a meeting note

  1. In the Committee panel, select Add meeting note.
  2. Write the Note, add the Meeting date if you want to, and select Add note.

Correct a record

Records are never edited or deleted. A correction is a new record that replaces the old one.

  1. Select Correct on the record. The form opens with its current values.
  2. Change what was wrong and select Save correction.

The correction takes the record's place. The original sits under it in Earlier versions, marked Corrected, so you can always see what was recorded first and who recorded it.

If someone else corrected the record first, Backed says This committee record has already been corrected. and the panel shows the latest version. Correct that one instead.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.