< Back | Forward >
Help icon Qudos 3 Help

Go to Help Contents
Contents

Go to General section of Help Contents
General

Go to Security section of Help Contents
Security

Go to Objectives section of Help Contents
Objectives

Go to Documents section of Help Contents
Documents

Go to Audits section of Help Contents
Audits

Go to Actions section of Help Contents
Actions

Go to Meetings section of Help Contents
Meetings

Go to People section of Help Contents
People

Go to Training section of Help Contents
Training

Go to Risk section of Help Contents
Risk

Go to Benchmark section of Help Contents
Benchmark

How to link a discussion item to an Action Form

From the Meeting Minutes:

Step Action Result
1 Place cursor in the discussion item that relates to the intended action. Activates the record (highlighted in yellow)
2 Click Action button Opens a new Action Form. This will be automatically linked with the source Meeting Minutes.
3 Complete Action Form in the normal fashion. Please note that some fields are automatically completed for you. This automation is provided as a time-saving convenience, and you can change the automated entries if you wish. The exception is the 'How Raised' field, which is locked in as 'Meeting' to maintain the integrity of the data.
4 Click Save button Saves changes to the Action Form
5 Click Close button Closes Action Form and opens the email form (if the option to auto-generate emails is switched on in your installation). On completion, Qudos 3 returns you to the Meeting Minutes. The entry in the Action field for that particular discussion item has changed from 'No' to the new Action number

Related topic: See section on How to expand on a discussion item, or create multiple actions.

Contents | Meetings