Meeting Minutes Setup
The Meeting Minutes component allows the minute taker to record discussion topics within e-Builder. The review and approval mechanism ensures that all participants agree with notes and action items before minutes are published. Optionally, you can assign action items using an assigned form type. Action items are updated in real time, so all participants are aware of item status before the next meeting. The Meeting Minutes component also gives you the ability to carry open items forward from previous meetings, allowing you to keep track of your progress.
Before the meeting minutes feature can be used in the Calendar module, it must first be configured in the setup area. Part of meeting minutes setup includes the following four procedures: