Board packs are created from Board → Board Packs. The process is designed to be fast — Edvance assembles most of the content automatically from your live school data.
Step by step
- Go to Board → Board Packs and select New board pack, or use the Next Board Meeting prompt on the Dashboard if one is shown.
- Associate the pack with an upcoming board meeting date.
- Edvance suggests the sections and items ready for inclusion — policies due for review or approval, your latest finance figures, and relevant regulatory updates since the last meeting.
- Review each section. Add, remove, or adjust items as needed.
- Generate a board report (optional but recommended) — a formatted document covering compliance summary, financial risk, and key actions.
- When the pack is ready, circulate it to board members directly from Edvance.
Circulation
Board members receive a secure email link to access the pack. You do not need to export a PDF and send it manually. Circulation is blocked if any finance section is stale — Edvance will tell you what needs to be resolved first.