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. 

FieldExplanation
Meeting TypeFrom 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 GroupThe 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 LocationThis 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 TimeStart date & time for meeting. This value will appear on the PDF Agenda and HTML Agenda.
End Date and TimeEnd date & time for meeting.
Submission DeadlineDeadline for reports (using Document Manager module) to be submitted for this meeting. This is populated from the Meeting Type settings.
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.

Meeting NumberIf your organization uniquely numbers its meetings, enter the meeting number here.
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 TemplateWhen 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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