Meetings - Editing Meeting Recording

Contains summary information of the meeting record.

The Summary screen includes Meeting information, Participants and Basic Components information. From the Actions menu, Close Recording, Cancel Recording, Delete Recording, and E-Mail Notification operations can be performed. If a stage is used, a stage change can be made.

This is the screen where the meeting record is edited.

On the Edit screen, Customer Information, Subject, Meeting Purpose, Start Date, Periodic Meeting, Meeting Location, Description information is edited. After all operations are completed, it is saved by pressing the Save button.

This is the screen where the participants are displayed.

Meeting participants are listed. Participants can be added from the Staff and Customers menu.

This is the screen where agenda items are displayed.

On the Agendas screen, No, Title, Participants, The creator, Organized by, Status information is listed in tabular form.

The agenda is added by pressing the Add New button.

To add an agenda, enter the Title, Discussion Status, and Description information. It is associated with the meeting participant. After all operations are completed, it is saved by pressing the Save button.

It is edited by clicking on the edit bar of the added Agenda record.

-General Information

The general information screen includes Title, Discussion Status, and Description information.

-Decision Making

Agenda is selected to create a decision. Undecided agendas can be shown. Title, Realization Status, Deadline, Description information is entered. It is associated with the meeting participant. After all transactions are completed, it is saved by pressing the Save button.

This is the screen where meeting decisions are displayed.

On the Decisions screen, No , Title , Task , Participants , Creator , Organizer , Deadline , Status information are listed in a table.

The decision is added by pressing the Add New button.

Agenda is selected to add a new decision. Undecided agendas can be shown. Title, Realization Status, Deadline, Description information is entered. It is associated with the meeting participant. After all transactions are completed, it is saved by pressing the Save button. The edit bar is pressed to edit the added decision.

The Edit screen includes General Information and Task creation.

Create Task

To add a new task, enter the Task Name, Transaction Date, Related Persons, and Task Description information. After all operations are completed, click the Save button to save.

This is the screen where tasks are displayed.

On the Tasks screen, Index No., Task Description, Related Persons, Stage, Progress, Duration, Link, Record Date, Process Date information is listed in a table. Record Date and Basic Components can be filtered.

A task is added by clicking the Add New Task button.

To add a new task, Task Name Urgency, Completion Percentage, Group information is entered. Automatic Scheduling Checklist, Task Matrix (List x Checklist) can be used, Process Date can be defined. Task description can be entered. After all processes are completed, it is saved by pressing the Save button.