Using the record meeting minutes wizard, you can capture the details of a meeting and issue meeting minutes to attendees and other interested parties. The record meeting minutes wizard also supports work-in-progress minutes, allowing pieces of information to be recorded all at once or over a period of time. The following meeting information can be captured:
- Meeting Details
- This includes the meeting subject, location, start and end
date/time, as well as the name of the person who organized the
meeting and the meeting agenda. Any information entered as part of
scheduling the meeting will pre-populate the meeting details.
- Meeting Notes and Decisions
- Meeting notes and decisions can be recorded; these are
separate steps in the meeting wizard.
- Meeting Attendance
- Meeting invitees can be added to the meeting attendees list.
Additional invitees can be added, along with their email addresses,
to allow for the minutes to be issued to them.
- Meeting Actions
- Any meeting actions decided upon can be added to the meeting
minutes along with the person responsible for the action and the due
date by which it is to be complete. A task is created in the
background to track progress and is viewable from an internal user
inbox and an external user tasks list.
- Meeting Files
- Files can be attached to meeting minutes. File attachments are
accessible by viewing meeting minutes.
- Meeting Cases
- One or more collaborative cases can be associated with the
meeting.
- Meeting Summary
- This is a summary of the meeting minutes information recorded
thus far.
Once the meeting minutes are recorded, you can issue them to any person invited to the meeting. By default, meeting minutes are issued via email with the minutes in an attached PDF document, thus email addresses are required. An informational is displayed when minutes are issued and one or more email addresses are missing or invalid.