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Meeting Minutes

 
Use Meeting Minutes records to record the discussion, assignment, and completion of meeting items for your projects. Meeting Minutes are treated as a series of records, defined by the combination of Project and Type, and numbered accordingly.
 
Meeting Minutes
1

CONTROL PANEL

1. CONTROL PANEL
2

BREADCRUMBS BAR

2. BREADCRUMBS BAR
3

HEADER TOOLBAR

3. HEADER TOOLBAR
Create Next Button - This button is only visible if the record has a Status of "Approved" and is the highest Meeting # in the sequence. When you click this button a new record is created with much of the header data from the current record copied into the new one. The Meeting # is incremented by one. In addition, lines in the Details Table that are not marked Done are copied to the new record.
4

RECORD TABS

4. RECORD TABS
5

HEADER

5. HEADER
 
6

DETAILS TABLE TOOLBAR

6. DETAILS TABLE TOOLBAR
7

DETAILS TABLE

7. DETAILS TABLE