Track and complete a record
A record goes through several stages before the celebration. Cathedra Manager helps you track progress, follow up with families about missing documents and log exchanges over time.
Record life cycle
In preparation → Complete → Celebrated (locked)
↘
Cancelled- In preparation: active record, editable, checklist in progress.
- Complete: all steps and documents have been ticked.
- Celebrated: ceremony done, act locked, register number assigned.
- Cancelled: can be decided from In preparation or Complete.
The In preparation → Complete transition happens automatically once all checklist items are ticked. You can also trigger it manually.
Track the checklist
- Open a record and find the Checklist section.
- Tick each document or step as it is received.
- The progress bar updates in real time.
Add an internal note
- In the record's timeline, click Add a note.
- Internal notes are visible to members with the Secretary role or above.
- They can be excluded from the printable PDF if needed.
Send a reminder for missing documents
- If ticked documents are still missing, the Send reminder button appears at the top of the record.
- A reminder email is automatically sent to the registered contact address.