Go to Main Navigation Bar > Meetings > Create Meeting
This article explains the fields found when creating a meeting.
|
Field |
Explanation |
|
Meeting Type |
From the drop-down, select which type of Meeting to create. The Meeting Type will drive the template that is selected as the starting point for the meeting. |
| Attendee Group |
The group of attendees participating in this meeting. Attendee groups cannot be changed once a meeting has been created. The meeting would need to be deleted and recreated. |
|
Location |
Select the Location of the meeting. eSCRIBE Administrators will see an abbreviated value in the drop-down, however, the Agenda package will display full details such as:
|
|
Closed Location |
This dropdown is used to specify where the closed meeting is located, if the closed session is taking place at a different location. |
Note: This is only required for display on the agenda package. It is not required for any procedural reason. |
|
|
Start Date and Time |
Start date & time for meeting. This value will appear on the PDF Agenda and HTML Agenda. |
|
End Date and Time |
End date & time for meeting. |
|
Time Override |
This field will replace the time field in agenda package to use words to describe the start time of the meeting. i.e., Immediately following the committee meeting. |
|
Additional Session |
Select and choose a date/time for the second session of the meeting. This second session will be displayed on the agenda package for the meeting. |
|
Submission Deadline |
Deadline for reports (using Document Manager module) to be submitted for this meeting. This is populated from the Meeting Type settings. |
|
Submission Reminder |
Number of days prior to the submission deadline that items in Draft Reports should turn orange, to indicate the upcoming deadline. This is populated from the Meeting Type settings.* Please note no email is triggered based on the reminder. |
|
Meeting Number |
If your organization uniquely numbers its meetings, enter the meeting number here. |
|
Motion Number |
Default template for resolution numbers. This text will be supplied as a default resolution number, which can be edited by administrators. IE: 2015-RC-___ |
| Email Notifications |
Place a checkmark next to the types of attendees that should receive notifications of a meeting being created.
|
| Email Template | When sending email notifications to attendees, a pre-configured email template can be selected which will contain basic meeting details such as date, time and location. If a meeting template is not selected, eScribe Administrators can create their own Subject and Body of the email using variables provided. |
Comments
0 comments
Article is closed for comments.