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Meeting Item Details Dialog Box
The Meeting Item Detail box provides a bigger area for viewing
and entering information during a meeting. The fields that can be edited
are displayed on the Details and Description and Notes tabs.
The Item History tab displays the past information for the
meeting item. By clicking on a row on this tab, you can open the Meeting
document with the meeting item.
The fields are grouped by the following tabs:
Details
- Discussed: Select the check box to indicate that the item has been discussed in
the meeting. Using this check box will update the Items Discussed count
above of the Meeting Items grid.
- Item Number: Type your item number, if you want a format different than the System Item
Number.
- Title: Type a title for the meeting item.
- Status: Select a status for the meeting item. If the meeting item is complete,
select the Completed check box.
- Original
Due Date: Enter or click the Calendar icon to select the original date that the
meeting item action is due.
- Current
Due Date: Enter or click the Calendar icon to select the current date that the meeting
item action is due.
- Topic: Select a topic for the meeting item. These topics are taken from the
Topics page.
- Responsible
Contact: Select one or more contacts that are responsible for the meeting item
action.
- Item is
Complete: Select this check box to indicate that the meeting item is complete.
Once this check box is selected, the meeting item will not be carried
forward to the next meeting.
- Completed
On: Enter or click the Calendar icon to select the date that the meeting item
was completed.
Description and Notes
- Description: Type a description for the meeting item. Note that you can click on
the Item Number to open the Meeting Item Detail box.
- Notes: Type any notes for the meeting item. Note that you can click on the
Item Number to open the Meeting Item Detail box.
Item History
- Meeting Number: Displays the number of the meeting for this meeting item.
- Meeting Date: Displays the date of the meeting.
- System Item
Number: Displays the number of the meeting item as assigned by the Proliance
system.
- Item Number: Displays the item number, if you formatted a number different than the
System Item Number.
- Description: Displays a description for the meeting item.
- Topic: Displays the topic for the meeting item.
- Status: Displays the status for the meeting item. If the meeting item is complete,
the checkbox is selected.
- Responsible
Contact: Displays the contacts that are responsible for the meeting item action.