Create Agenda or Meeting(s)

Meeting Minute Header

Meetings Folder

 Create    New      New      Edit     Delete       Folder        Report

 Folder    Agenda  Meeting  Item     Item        Access    

 

 

If you are going to create an agenda, click   Create New Icon

 

If you are going to create meeting minutes, click   Create Meeting Icon

 

Meeting New Entry Screen

 

To Create An Agenda

•Click on Create An Agenda icon
•Subject – defaults to folder information
•Date – defaults to current date
•Start Time – insert time
•End Time – insert time
•Confidential – select if required
•Location – insert location of meeting
•Notes – insert notes if required
•Click the Save button; this will take you back to the main folder level                

 

Agenda Grid View

 

Click on the folder in the agenda box to continue with the process.

 

Invite Attendees

•Click on Add Invitee's icon        cc icon open issues
•Select invitee's from team member list
•To invite someone not shown on the member list, proceed with search process.

 

Create Agenda Items

•Click on Add Agenda Items icon Create New Icon

Agenda Entry Item

 

•Item – enter item number
•Item Description – enter agenda item
•Click Save, Save & Copy or Save & New
•Continue adding items

 

Note: The remainder of categories are not required fields, but can be used if you desire. In order to make entry more efficient, upon item creation, use the arrow next to Save / Update for a drop down choice to Save and New or Save and Copy. This will either take you to the next items entry screen with all fields filled out from your previous form or take you right to the next item for new entry.

Save and New Save and Copy Folder Icon

 

 

Sending Invitations for an Agenda

 

•Click on Send Invitations button
•Agenda will be sent electronically to all invitee's        
•Invitee's can respond electronically
•Their response (if electronic) will be posted in the agenda status column

 

Invitees on Agenda

 

 

You have two options to create future agendas.

▪Create a new agenda by using the Create New Agenda icon
▪Do a Save & Copy of the current agenda and make revisions

 

 

CREATE MEETING MINUTES

Click on the appropriate meeting folder

 

 

Meeting and Agenda Folder View

 

Create Minutes

•Click on Create New Meeting icon Create New Item

 

Meeting New Entry Screen 2

Notes Before and Notes After

 

 

•Number – defaults to next sequential number; can be modified
•Meeting Date – defaults to current; can be modified
•Start Time – insert time meeting started
•End Time – insert time meeting ended
•Type – defaults from folder information; can be modified
•Confidential – if applicable
•Location – enter location of meeting
•Subject – defaults from folder information
•Meeting Attendees – will be assigned in the next screen

 

•Notes Before the Meeting – the following is programmed into the system:

A meeting was held to discuss the issues identified below.  The following people were in attendance..

•Notes After the Meeting – the following is programmed into the system

The above is the writers understanding of the issues discussed.  If there are any revisions and/or corrections, please notify the writer within five (5) days.

 

•Click the Save Button
•