This Glossary of Terms will help you better understand the OrgHub platform and the documentation in the Help Centre:
Action Item
When something needs to be done in order to keep an Entity compliant or to properly set up an Entity on the OrgHub platform then an “action item” is assigned to help keep track of that outstanding obligation.
Collaborator
Each User who has access to an Entity’s Dashboard is referred to as a Collaborator in relation to that Entity.
Compliance Event
A “compliance event” is anything that happens during the life of a nonprofit organization that legally requires it to take certain steps…and usually those steps are to (1) file a form with the government (and specifically with the corporate registry) and (2) put in place some paperwork that gets saved in the organization’s Minute Book.
To learn more about compliance events, visit the Compliance section of the Help Centre. [INSERT LINK]
Compliance Item
Every Compliance Event involves one or more “compliance items”. You can think of each “compliance item” as a step in the compliance process. Each step occurs chronologically, so the first compliance items occurs first (lets say at 01:00am on the Effective Date), then the second compliance item occurs next (lets say at 02:00am on the Effective Date), and so on and so forth.
The reason for separate compliance items is because sometimes things happen all on the same Effective Date - such as an address change, a director change, and an officer change - and the system needs to know how to handle each one and in what order.
To learn more about compliance items, visit the Compliance section of the Help Centre. [INSERT LINK]
Dashboard
Every nonprofit organization on the OrgHub platform has their own Dashboard.
The Dashboard is shared amongst everyone who has been granted access to that organization's records; it is the hub where everyone can see the nonprofit’s records and work together to keep the organization in good standing.
To learn more, visit the Dashboard section of the Help Centre. [INSERT LINK]
Data Field
Each category of data in the Data Summary is referred to as a “data field”.
Some example Data Fields are:
-
Corporation Name
-
Corporation Accountant
-
Minimum Number of Directors
-
Current Officers
-
etc.
The Data Fields also appear when you are running a Compliance Event; the data in each Data Field is used to generate the paperwork that you need to meet your nonprofit’s compliance requirements.
Effective Date
It is common for resolutions and agreements to contain an “effective date”. The effective date is the date on which that resolution or agreement is intended to take effect.
We put effective dates into our resolutions and agreements to clearly indicate when the resolution or agreement is intended to be effective…regardless of the signing date. The signing date and the effective date are not necessarily the same date…in fact, in most cases they are not the same date, especially since documents requiring multiple signatures are often signed on different dates by different signers.
If you are looking for the Effective Date on a document, it is most likely written at the very top somewhere within the first few lines OR at the very bottom, just above the signature block.
It is often defined as the “Effective Date” and it is sometimes written as “this agreement is made effective as of [DATE]”.
Entity
Each nonprofit organization is referred to as an “entity”.
We use the term “entity” to refer to anything that is not an individual human being but that has some kind of legal recognition. For example, most nonprofit organizations are corporations; corporations are considered legal people under corporate law. We refer to corporations as “entities”.
As another example, some nonprofit organizations are legally structured as Trusts. We also refer to these as “entities”.
Homepage
The Homepage is where you first arrive when you log into OrgHub. To learn more about your Homepage, check out the Help Centre section about the Homepage. [INSERT LINK]
Tab
The term “Tab” refers to the folder within the Minute Book where a minute book document is stored. To learn more about Minute Books and Tabs, visit the Minute Book section of the Help Centre. [INSERT LINK]
User
The term “User” refers to each individual person (i.e. a human being) who has an account with OrgHub.
User accounts are different from Entity accounts.