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Benchmark

How to edit the minutes of a meeting

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 Click Edit button Opens Meeting Minutes
4 Use tabs and paging tools to navigate  
5 In the 'Agenda' tabbed section, record any changes from the planned agenda  
6 In the 'Attendees' tabbed section, you may check the box next to each person to confirm their attendance. Depending on your own business rules or preferences, you may leave any no-shows listed but unchecked OR you may delete them from the attendees list. Please not that if you delete a name, that person will not automatically get listed as an attendee on any minutes and attendance list that is copied for a future meeting. They would need to be manually added.  
7 In the 'Minutes' tabbed section, enter a summary of the discussion, any planned action, who will take it, and when. Where necessary, you may create an Action Form directly from an agenda item. See How to link an agenda item to an Action Form  
8 Attachments tabbed section: If there are any external documents that provide useful information to the record, they may be added as attachments. The attachments are associated with this record
9 Click Save button Saves changes
10 Click Close button Closes Meeting Minutes

Contents | Meetings