In This Article
Overview
Meetings can be captured from the following locations:
- On the Series view, click on the Capture Meeting icon located on the top-right side of the meeting card.
- On the Monthly view option in Calendar view, click on the Capture Meeting icon located on the top-right side of the meeting card.
Upon clicking on the Capture Meeting icon, the following screen similar to the screenshot below will be displayed:
Capture Meeting Toolbar
At the top-right side of the screen, the following options are displayed:
- Update the status of the meeting (Either Completed or Cancelled).
- Show the Participants pane; this shows all participants invited to the meeting. Attendance can be recorded, and roles can be changed if needed.
- Share the meeting either by Downloading the meeting invite or Emailing the PDF.
- View the change log of changes made to the meeting series by clicking on Audit button.
Meetings Tab
On the Meeting tab (which is the default screen that appears when you click on Capture Meetings), you have a view of the Meeting Date, Purpose, Report Date and Payoff. Here you can capture the process items as defined in the meeting definition.
To edit or add a process, in the Series view, edit the meeting series and navigate to Process. Add, delete or edit a process from that screen. (For more information on how to edit a meeting, please see the following article: (insert link to Edit Meeting). Each process can be marked as completed. Review KPIs, Ideas, RARs, Actions, attachments and meeting outcomes.
You can add Attachments or Actions to each item by clicking on the drop-down menu located on the far right of each item. This opens a screen similar to the screenshot below:
To mark a process as Complete in the meeting series, tick the tick-box next to the avatar of the meeting creator. You can add attachments and actions by clicking on the +Add button located at the bottom of each section. For attachments, you can add files or URLs. Additionally, you can view any comments associated with the item, if applicable. Under actions, you can view the Current Meeting, Last Meeting, or Outstanding actions. Utilize the icons located on the top-right side of the Actions section to show the Meeting Action Area, your own actions, or all actions. These actions are linked to the specific process item.
Review Tab
Review the actions and outcomes of the meeting; all actions are shown here. Actions not specific to a process can be added here as well by clinking on the +Add button at the bottom of each section. As similar to the Actions section is the Meetings tab, you can show the Meeting Action Area, your own actions, or all actions.
Quality Tab
In this tab, you can answer the meeting quality questions selected for the meeting as per the meeting definition.
These questions can be edited, added or deleted when you navigate to Administration > Meeting Quality Question then click on the question category you would like to edit.
Next Steps:
Click on the following link to access an article on how to edit a meeting series: {insert link}