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Creating a Meeting

You can create a new meeting before a meeting starts or at the beginning of the meeting. If you create it before the meeting starts, you will be ready to add meeting items right when the meeting starts. When you first create a meeting, choose a set for the meeting or choose to create the meeting outside of a set. For more information, see "About Meeting Sets".

All Meeting documents are created from a template that contains predetermined values. You can create a new Meeting based on the default template, or choose another one from the drop-down list. For more information, see "About Document Templates".

Your security role must have permission to create Meetings. For more information, see "About Security Permissions".

ClosedTo create a meeting

  1. Open the Meeting Minutes register.
  2. Click New to create a new Meeting using the default template.

    3. — or —

    Click the arrow next to New to select the template to use. For more information, see "About Document Templates".

    The Select Meeting Set Name dialog box appears.

  3. To create a meeting inside a set, select Create New Meeting in a Set, then select the meeting set name from the lookup list.

    4. — or —

    To create a meeting outside of a set, select Create New Meeting Outside of a Set.

  4. Click OK.

    5. A blank Meeting appears. Some information may already be filled in, depending on the template used. Depending on your configuration, Selecting a Meeting Set Name automatically fills in the prefix for the Number.

  5. If you are going to perform a workflow action, type the information required for this action. For more information, see "Meeting Workflow Actions" for a list of preconditions for a specific action.
  6. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

    7. Please refer to the following for more information on the fields for each page:

  7. Click Save.

    8. Proliance saves the document.

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