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Benchmark

Meeting Schedule

This is an overall list of all your meetings. It may be filtered to suit, but is not directly editable.

For help on activities associated with this form, go to Meetings - Activities

Filter options:

Filter Type Description
Meeting Type Combo box General category: Each meeting type can share a default agenda. Examples might include: Quality Management Review, Safety Committee, Sports and Social, Project etc.
Dates Calendar pickers From / To: Filters the schedule to display only meetings scheduled between these dates.
Location Combo box Geographic - Where the record relates to. Select from user-defined options
Business unit Combo box Organisational - Team or department the record relates to. Select from user-defined options
Title Keyword search Free text field. Select meetings that contain a particular word in their title
Discussion text Keyword search Free text field. Select meetings that contain a particular word in the discussion areas of the minutes
Show inactive options Check Box Filter records based on inactive options e.g. defunct business units

The Search button will filter the list according to your selections. The Reset button will restore the default settings.

Fields displayed:

Field Description
Date Date the meeting is to be / was held
Time Time the meeting starts
Meeting Type General category
Meeting Title Unique description e.g. Project XYZ - progress meeting #2
Venue Where the meeting is to be / was held

You may change the sort order of records by clicking on the title of any column. Alternate clicking will change the sort order to ascending or descending. This will affect the sort order as viewed onscreen. It will not change the order permanently, or affect any reports generated.

For navigation to more records, the table has a Paging tool at the bottom.

Buttons:

Button Function
Delete Delete the selected meeting record (after confirmation process)
Procedure Opens your procedure for meetings
New Add a new meeting record
Edit Edit the selected meeting record
Close Close the schedule

Functions menu:

Item Function
New Add a new meeting record
Edit Edit the selected meeting record
Delete Delete the selected meeting record (after confirmation process)
Copy Copy the selected meeting record
View Procedure Opens your procedure for meetings
Email Agenda to attendees Create a merge email to send a message to all attendees at the selected meeting - along with the agenda as a PDF attachment. Before sending, check that all attendees have a valid email address listed, and adjust as necessary
Email Minutes to attendees Create a merge email to send a message to all attendees at the selected meeting - along with the meeting minutes (including agenda) as a PDF attachment. Before sending, check that all attendees have a valid email address listed, and adjust as necessary

Contents | Meetings | For help on activities associated with this form, go to Meetings - Activities