How to Use the Meetings Workflow

This article is a guide to using the Meetings workflow.

This guide contains the following:

• Introduction
• How to use the Meetings workflow

Introduction

Under Records, there are a selection of workflows you can use to document information that may be relevant to your contract, such as records of meetings for both Supplier and Consultant, as well as a Site Diary and Weather records.

How to use the Meetings workflow

You can create a draft Meeting record by using the navigation panel...

... or the green Create New button.

From the PM or Contractor Meeting Register, you can click Create New.

You'll need to fill out the following fields:

• Subject
• Meeting summary
• Meeting location
• Meeting date
• Meeting time
• Meeting attendees

When you're ready, click Create Draft.

Now that you have a draft Meeting record, you can make any amendments needed and add any attachments. Please note this cannot be done after you've communicated the record.

Once you're happy, click Communicate Meeting, then Communicate.