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Meetings 2: sending the notice

Draft the notice from the template and send it to owners and mortgagees before the notice deadline.

Strata & committee 3 minProOpen in StrataWorx
Recorded in StrataWorx with test data. Captions are on; the steps below say the same.
What it's forOwners (and first mortgagees) must get proper notice. StrataWorx works out the deadline and blocks sending if it's too late.
Who it's forStrata managers, portfolio managers and committee liaisons (anyone whose persona can edit meetings).

Step by step

  1. Step 1: Check the deadlineOn the Notice tab the banner shows the required notice and Send by date. Defaults: 7 days for general meetings and AGMs, 72 hours for committee meetings (Governance › Settings).
  2. Step 2: Draft itPress Draft from the template. It fills in the date and place, the numbered agenda with resolution types, how to vote, the proxy lodgement rule and the unfinancial-owner rule. Or ask the Meetings agent to draft it from the meetings list.
  3. Step 3: Save and sendEdit as needed, press Save notice, add an email subject if you like and press Send notice.
  4. Step 4: Who gets itGeneral meetings: every owner plus the first mortgagee or covenant chargee on each lot. Committee meetings: the committee's emails. People without email are flagged Post; edit mortgagee details with the pencil.
  5. Step 5: Check the delivery logDelivery log shows Emailed, Post it or Failed for every recipient. Post the paper copies the same day.

Common problems

“Sending is blocked: too late for the notice period.”

Move the meeting to a later date. Change the notice period in Governance › Settings only if the law allows.

I changed the date after sending.

Send an updated notice (Send again); StrataWorx reminds you.

Previous and next follow the Strata & committee section.