Company > (Select a Company) > Meetings
This menu will give you a list of Meetings which have been created.
Expand Screen |
The arrow icons make the menu down the left hand side of the page invisible to maximise the space available to display the details. When you use the button again the menu will reappear. |
Close Window |
Use the X to close the page (the main screen will show blank). Choose a sub-menu from the left hand side to load a page. |
+ New |
To create a new meeting, click + New A pop up window will show asking you to enter some details: Click OK, to create the Meeting. Click on the Name of the Meeting to view the Details and be able to add more information. |
Refresh |
Looks for any updates to information displayed on the page. |
Delete |
Click on a meeting (the row will show grey) and the Delete button will show available. A box will ask you to confirm you want to go ahead: Any documents, comments, agenda and minute notes will be removed. |
Financial Year |
Change the drop down to view details for a specific year. The system will show the Current year as the default. |
Filter |
You can filter the Meeting List view by Name, Organizer, Type or Tags: |
Each meeting in the list will show:
Click on the Name of a Meeting to view the Details.
Click on the S curve to see a breakdown of the Execution Status.
If you click on a meeting where you are not listed as a participant, you will not be able to see any details.
If you think you should have access to the meeting, ask the Organizer to get you added so you can view meeting information.