Meeting Creation - Form Field Explanation

Chuck Azubuine
Chuck Azubuine
  • Updated

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:

  • Location Name 
  • Address Lines 1-3 (if populated)

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.

  • Administrators
  • Voting Participants
  • Non-voting Participants
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. 

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