Article Content Navigation
- About Editing Meetings & Meeting Minutes
- Editing Meeting Details
- Managing Meeting Attendees
- Editing Meeting Minutes
- Additional Resources
About Editing Meetings & Meeting Minutes
Once Meetings and Meeting Minutes have been established, they can be updated by users with the appropriate Project Member Permissions.
For more information regarding the Meetings Section, please review to: Meetings Section Overview
Editing Meeting Details
1. Navigate to the Meetings section of the Project Management Module and to the Meeting being edited.
2. Select the Meeting Notes Edit icon to the right to open the full Meeting Details for editing
3. Make changes as needed.
4. Select Update to save changes and condense the Meeting Details (Update & New will take the user immediately into the next Meeting for creation. Update & Copy will take the user immediately to the next Meeting for creation, but containing a copy of all of the details entered in the current Meeting Agenda being edited)
Managing Meeting Attendees
Agenda Attendees are the list of Project Members that have been invited to the Meeting (via a Meeting Agenda or outside of the system). Being an Attendee allows the user to receive Meeting Agenda Email Notifications as well as be a collaborator to the Meeting and it's Meeting Minutes.
1. Navigate inside the Meeting and to the Attendees grid
2. Use the blue plus icon to the right to at new attendees
3. Select the applicable project members, and Close & Add Selected
Important Note: Selecting Users from outside of the Project Member's list will add the selected user to the Project Members section of the project with their User Role permissions.4. Use the delete options to remove Invitees from the agenda
Invited & Attended Options
Within the Attendee's grid, users have the options to capture if the Attendee has been and invited and if they attended the meeting. Invitees that are carried forward when Converting a Meeting Agenda to a Meeting that have been sent the Meeting Agenda Email Notification will be brought into the Attendee's grid with the Invited status checked. If they were not Sent the Meeting Agenda Notification (their Invitee Status is Invite Not Sent), they will NOT have their checkbox selected, but it can be manually assigned by selecting the checkbox in the Attendees grid.
Editing Meeting Minutes
1. Navigate inside of the Meeting where the Meeting Minutes being modified are located.
2. In the Agenda Items grid, select the Agenda Item that is being modified.
3. Edit the Meeting Minute as needed
The only required field for a Meeting Minute is the Item Number, Item Type, and Item Category; all other fields are optional. The Summary field is important and should be included. The type and category dropdowns are populated by Project Level List Management. The date originated will default to the date that the agenda item is created. A due date and resolved date can also be included or updated later. Meeting Minutes can also be marked as complete. The Meeting Minute Details can be entered into the text box with the formatting toolbar.
4. Select Update (Update & New will take the user immediately into the next new Meeting Minute. Update & Copy will take the user immediately to the next new Meeting Minute, but containing a copy of all of the details entered in the current Meeting Minute being updated)
In the top right corner of Meeting Minutes there are "Update and Transition" buttons. The <PREV and NEXT> options when working within Meeting Minutes allow for changes to the current Meeting Minute to be saved and a seamless transition into either the Previous or Next Agenda Item for editing. 
Editing Responsible Parties to a Meeting Minute
1. Scroll to the Responsible Parties grid of the Meeting Minute
2. To add a new responsible party, select the blue plus to open the User Selection Tool
3. Select the applicable project members, and Close & Add Selected
Important Note: Selecting Users from outside of the Project Member's list will add the selected user to the Project Members section of the project with their User Role permissions.4. Use the delete options to remove Responsible Parties from the Meeting Minute
Editing Attachments to a Meeting Minute
Include new file attachments by dragging and dropping into the box or using Browse File(s) and selecting Upload File(s). Additionally, existing document module folders and/or files can be "referenced" by using The Document Reference Tool.
Attachments and Referenced Documents can be removed by using the delete and remove functions that are available.
Collaborators are only able to delete attachments in which they have uploaded. Additional Resources
Create Meetings & Meeting Minutes
Meeting Attendee Email Notification
Creating an Advanced Copy of an Organization Project
