Meeting Minutes

Use to search for existing Meeting Minutes.

Click to start a new form.

Location:  Enter where the next meeting is to take place (building, address etc.).

Meet Date:  Enter the date the next meeting is scheduled for.

Start: Enter the time the next meeting is scheduled for.

Click save after entering all of the header data.  Once the header data is saved you will be able to add line items and participants.

Add: Click to add attendees.  Use the drop down list to select a contact. 

Edit: Click to edit the existing attendee list.  Place a check mark to the right of the attendee to note they were present at the meeting.

Delete:  Click to delete an attendee.

While within the meeting minutes record, click Add Multiple to add more than one particpant or add a distribution list.

This field will automatically be populated by PMWeb after saving the line.  It will number based on the meeting number and line number.

Enter the sequence number of the line item.  Once the first item is populated, PMWeb will automatically populate this field with the next numerical value.

Press the button to enter the description of the line item.

Select the person you want to assign an action to.

Select the category the line item is related to.  The categories are configured by your Administrator in the Portfolio>Lists>Lists menu.

Enter the subject of the line item.

Select the date the assignment is due.

Enter the date the item was completed.

Select the status (complete, submitted etc.) of the assignment.

Select the task related to the assignment (this is pulled in from the scheduling module).

Press the button to enter any additional information associated with the line item.

Click on this box to note that the line item is complete.  Once all information has been entered, click the Save button.

 Click this button to create a new meeting.  The information from the last meeting will automatically be populated in the new meeting including items that are not checked as Done from the previous meeting.  This button is only available in the last meeting of each meeting type per project.

For more information on the other tabs please see the Overview/Navigation section.