How to View, add, edit and delete the Associated Returns, Action Trackers and Registers to be triggered for an Agenda Item before/after the meeting is finalised?

How to View, add, edit and delete the Associated Returns, Action Trackers and Registers to be triggered for an Agenda Item before/after the meeting is finalised?

This feature can be used while preparing Board, Sub-Committee and Shareholder Meeting Agenda to view, add, delete and edit the Associated Returns, Action Trackers and Registers to be triggered for any particular agenda item in advance before/after the meeting is finalized but once the Meeting Details are entered.

Step 1: When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company for which you want to view the associated compliances for a certain Meeting/ Agenda Item


Step 2:  Click Agenda

Step 3: From the drop down, menu select Board Meeting, Sub-committee Meeting or Shareholder Meeting as required.


Step 4: Once you select the type of meeting, add your Meeting Agenda items and update the meeting details, click on the ‘Associated Compliances’ button for the item you wish to view, add, delete or edit the Returns, Action Trackers and Registers triggered in advance.

For detailed steps on how to create the Agenda please refer to ‘How to create an agenda for Board/Sub-Committee Meeting in BLISS’.

Step 5: An ‘Associated Compliances' and their due dates ‘dialogue box will be displayed where you can view, add, delete or edit the list of compliances categorized under Action Trackers, Registers and Returns that would be triggered and their respective due dates if the agenda item is transacted at the meeting, as shown below. 


Click on the ‘’ button on the top right corner to enable editing/addition of compliances.

To edit:
Click on ‘’ against each return, register, or action tracker to be triggered and edit its title or due date. Click on the to save the edit. 

To add:
Click on the ‘’ against the returns, registers or action trackers section. Enter their title, due dates and any comments, select the responder and approver. Click on the submit button.


To Delete:
Click on the ‘‘ against the returns, registers or action trackers section to delete a compliance to be triggered.

Click on close after viewing/adding or editing them to return to Agenda Creation Screen.