Action items can be added to meeting minutes for transparency into required actions and responsible parties. Action items are updated in real time. Once the form is filled out and posted by the assigned individual, the status will automatically update in the meeting minutes for all event attendees to see.
The Trimble Unity Construct Administrator can specify a form type to be used as an action item whenever needed. This type of form is considered an existing action item. The minute taker can however choose a new action item/ form to add as well. The following procedures are included below:
Action items can only be added to the most recent meeting. Otherwise, the option is not available.
To add an existing action item
- Go to the Event Details page.
- Click the Existing link in the Action Req. column.
- Click the Type of Form drop-down arrow and select a form type.
- Select the check box next to the form(s) you want to add.
- Click Attach.
For more information, see Access Event Details Page.
The Attach Forms from [Account Name] page is displayed.
- Go to the Event Details page.
- Click the New link in the Action Req. column.
- Click the Type of Form drop-down arrow and select a form type.
- Enter all required fields.
- Click Post Form.
For more information, see Access Event Details Page.
The Fill Out Form page is displayed.