In This Article
Overview
You can edit details of a meeting series by following these steps below:
- Navigate to the Management > Meetings module. On the Meetings Calendar view, switch to Series view
- This will display the meetings series in Card view. On the meeting series you would like to edit, click on the 3dot menu located on the top-right side of the card and select Edit.
Please not that only the meeting administrator can edit a meeting series.
Details Screen
On the Edit Meeting screen, you will find the Details tab as well as the Process tab. In the Details tab, you can enter the details on the Purpose, Payoff and Preparation of the meeting. You can also edit these items by using the editing options located at the top of each detail. On the right side of the screen, you can remove participants by clinking on the bin icon next to each participant, or add meeting participants by clicking on +Add at the bottom of the section. Next to the organiser, click on the tickbox to add the organiser of the meeting as a participant.
Upon clicking on the drop-down menu under Details, the following screen appears:
In the Details section, you can edit the meeting Start Time, Duration, when the Meeting Reminder should be sent out, the meeting Location, Time Zone and the Meeting Link if available. In addition, you can set the Recurring frequency of the meeting, the number of times it should be repeated, on which day/s as well as the end date of the meeting series on the Until section. You also have a view of the date which the Next 5 meeting Occurrences will take place.
Upon clicking on the drop-down menu under Settings, the following screen appears:
In the Settings section, you can enter the Portfolio applicable for the meeting series, the number of Reporting Days, any applicable Tags, the Meeting Quality Questions as well as the applicable Meeting Category.
The Meeting Quality Questions as well as the Meeting Categories can be edited on the Administration > Meetings module.
Once all the desired changes have been implemented, click on the Save button located at the top-right corner of the screen. You also have the option to add Targets to the meeting series by clicking on the Target button on the top-right. This opens the targets screen as similar as the screenshot below:
In the Meeting Targets screen, you can edit the Compliance level, Quality and Participation on an existing target. You can also remove a target by clicking on the bin icon next to the target item. Add a target by clicking on the +Add button located on the bottom of the screen. Once your desired targets have been added, remember to click the Save button located at the top-right corner of the screen.
Process Screen
The meeting processes can be found under the Process tab. In this screen, you can add a process by clicking on the +Add button located at the bottom of the section. In addition, you can edit an existing process name by clicking on the process name, update the existing participant by selecting the new participant upon clicking the existing participant responsible as well as delete an existing process by clicking on the bin icon next to it. Under each process, you can add additional info by clicking on the drop-down arrow located on each process on the far right and select the desired additional info to be added under process.
Next Steps:
Click on the following link to access the article on how to create a meeting category: Creating a Meeting Category