Overview

Fig. 1: Minutes of Meetings: Overview

Action	Description	Details
Edit	Opens the minutes of meetings in the editor
Delete	Delete the selected minutes of meeting.
Print	Prints the selected minutes of meeting.
Distribute	Distributes the selected minutes of meeting by sending email to the recipients in the distribution list.
Change Status	Changes the status of the selected minutes of meeting.

Adding a Minutes of Meeting

Click on the add button in the upper right corner of the page and select the type of the minutes of meeting you want to add.

Fig. 1

Enter the information about the meeting in the dialog box and click OK to create the meeting minutes.

Changing the Status

Fig. 3: Minutes of Meeting: Status Network

draft - The protocol is available in draft form and may be amended without notice.
distributed - The protocol has been distributed.
published - The protocol has been published.

Editing Minutes of Meeting

Properties

Participants

Topics

Topic Types

A heading is used to structure the topics in the minutes.

Information

Action

Click on

This function allows you to insert an existing action item into the minutes. If the team member responsible for the activity is not included in the list of participants, the team member is automatically added with the status 'not present'.

Distributing Minutes of Meeting

Automatic Number Generation

Header1	Usage	Examples
{id}	The consecutive number of the next session.	{id}	2
{date.month.short}
{date.month.long}
{date.year}
{date.year.long}
{date.year.short}	The last two digits of the current year.	{date.year.short}	25
{date.year.short}	The last two digits of the current year.	MM-{date.year.short}	MM-25
{project.prefix}		{project.prefix}	{RPS}
pad(value,digits,char,pos)		pad(3,4,'0','s')	0003
padEnd(value,digits,char)	a	padEnd(1,3,'0')	100
padStart(value,digits,char)	a	padStart(1,3,'0')	001
		MM-padStart(1,3,'0')	MM-001
		MM-padStart(99,3,'0')	MM-099
		MM-padStart(101,3,'0')	MM-101

Distribute and Publish

{meeting.end.date}
{meeting.end.time}
{meeting.locaction}
{meeting.number}
{meeting.start.date}
{meeting.start.time}
{meeting.title}
{project.name}
{solution.name}

Minutes of Meeting

Table of Contents