Board packet settings are reusable templates that reduce the time and effort you spend preparing for board meetings. Configure them at the global level to apply the same reports and schedule to every association, or at the association level for HOAs that need something different.
If this is your first time creating board packet settings, start at the global level.
Follow these steps to create global board packet settings:
In the Cephai Task Center, click the Settings tab.
OR
In CINC with universal navigation, go to Cephai > Cephai > Settings.
The Settings page displays. Click Create New Board Packet Setting.
The configuration panel displays. Enter a unique name in the Template Name field. This name displays in a drop-down list when you create a board packet task.
Click Add report.
Select the Report Category and Report Type you want to include in the board packet.
Note: All CINC reports are available to add. When you select certain reports, additional parameter options may display.
Click Save report, and repeat Steps 4 and 5 for each report you want to include.
Note: Add reports in the order you want them to display in the board packet.
Click Save changes.