Board reporting audit app
A shared review surface for secretariats, finance, and assurance — taught as a habit, not a login screen.
Train on the workflowWorkflow
From draft freeze to dated owners
The board reporting audit app sits between authors and circulation. Reviewers attach evidence, flag materiality, and leave residual-risk notes without scattering comments across email threads.
Our courses treat the app as the place where discipline shows up: if a claim cannot be linked, it does not travel in the pack.
What teams configure
Three surfaces we set up in training
Pre-circulation queue
Agenda-ordered checklist with freeze timestamps so late charts are visible, not invisible.
Evidence shelf
Source schedules and prior-pack links sit beside narrative claims before the chair sees confidence without context.
Action ledger
Post-meeting owners and dates feed the next cycle automatically — the same discipline taught in Minute-to-Action Mapping.