Creating a Meeting Record

The Add Meeting component enables you to create a new meeting record for a contract. You can access the component by navigating to the Meeting Overview and selecting Add from the component Actions menu. You can also add a new meeting by navigating to the Contract Documentation Summary, clicking the Meetings tab, and then clicking the Add button.

To save a new meeting record, you must enter information in these fields:

If you are adding the meeting record from the Contract Documentation Summary, the Contract ID field is populated by the system and read-only.

Optionally, you can enter one or more remarks by selecting the type of remark from the Type field, and then entering explanatory text in the Remarks text box.

To save your changes, click the Save button. The system displays a message to confirm that your changes were saved.

Related topics:

Maintaining Meeting Record Information

Maintaining a Meeting Record

 

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