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.
 CONTROL PANEL |
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 BREADCRUMBS BAR |
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 HEADER TOOLBARCreate 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.
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 RECORD TABS |
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 HEADER
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Record # Field - Required. An alphanumeric ID for the record
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Meeting # Field - Read only. This sequential number is assigned by PMWeb based on the combination of Project and Type.
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Location Field - Type a meeting location field
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Next Location Field - Type the location of the next meeting in the sequence here
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Participants Section - Use this section to track meeting participants and whether or not they attended. Add participants by clicking either the Add or Add Multiple buttons.
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 DETAILS TABLE TOOLBAR |
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 DETAILS TABLE
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Item # Field - Read only. This number, assigned by PMWeb, is composed of two segments. The first segment is the Meeting # in the header of the record. The second segment is the Seq # from the line. -
Seq # Field - A unique ID for the line -
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Subject Field - Type a subject for the line here.
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Status Field - Select a status from the list
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Done Field - Check the box to mark the line as done.
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