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How to copy the minutes of one meeting for use in another

This can be a very useful facility when you have a regularly occurring meeting - saving you time in entering repeat informtion.

From the Main Screen:

Step Action Result
1 Click Meetings Opens Meeting Schedule
2 Navigate to the relevant meeting record, and select it Selected record is highlighted in yellow
3 Select menu item
—>Functions
—>Copy 		Opens Copy Meeting Record form. This contains a series of checkboxes for selecting what parts of the record you wish to copy, and a calendar field for entering the date of the new meeting
4 Make selections as required and click OK button to copy meeting Creates a new meeting record with the selected options and date. This may now be edited to suit

Contents | Meetings