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Meeting - Meeting Items

The Meeting's Meeting Items page contains the specific items discussed at a meeting and the contact that is responsible for following up on the item.

The Meeting Items page enables you to view only the old business or only the new business, by a certain topic or all the items. When viewing by topic, you are prompted to select a topic name. Use the Views button on the grid to apply your view. These views are predefined views and are not editable.

The following fields contain information about the meeting items. The Meeting document needs to be in edit mode before you can modify the fields.

• 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.
• Completed: 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.
• System Item Number: Displays the number of the meeting item as assigned by the Proliance system.
• Item Number: Type your item number, if you want a format different than the Item Number.
• Title: Type a title for the meeting item.
• Description: Type a description for the meeting item. Note that you can click on the Item Number to open the Meeting Item Detail box.
• Topic: Select a topic for the meeting item. These topics are taken from the Topics page.
• Status: Select a status for the meeting item. If the meeting item is complete, select the Completed check box.
• Responsible Contact: Select one or more contacts that are responsible for the meeting item action.
• Notice Sent:Indicates whether the notice for the meeting item was sent to the responsible contact.
• Notice Sent Date:Indicates the date the notice for the meeting item was sent to the responsible contact. This date is filled in by the Proliance system if the Send Meeting Item Notices option is selected on the Main page.
• Original Due Date:Enter or select the original date that the meeting item action is due.
• Current Due Date:Enter or select the current date that the meeting item action is due.
• Completed On:Enter or select the date that the meeting item was completed.
• Notes:Type any notes for the meeting item. Note that you can click on the Item Number to open the Meeting Item Detail box.
• Order:This field can be used to define a user defined topic 'Order'. By using a numeric or alphabetic ordering sequence for the list of Meeting Items you are creating.
  
  This order can be very useful if you want meeting items to appear in a specific order, or be easy to sort, in an external report or data exported to a Custom Print Layout or Excel.
  
  An example of such an Ordering sequence could be as follows:
  
  

  Item Number	Order
  Item1	100
  Item2	200
  Item3	300
  Item4	400
  Item5	500