Maintaining a Meeting Record

The Meeting Summary contains all of the information recorded about a meeting, including a list of attendees. You can access the Meeting Summary by navigating to the Meeting Overview or the Meeting tab on the Contract Documentation Summary, and then selecting Open from the Actions menu on the meeting row.

The summary opens on the General tab. You can view or change values in these fields:

Meeting Title
Meeting Type
Meeting Date

Contract ID

To record a remark, first select the type of remark from the Type field, and then enter explanatory text in the Remarks text box.

Click in a field and add, change, or delete information as needed.

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

To maintain additional information for the meeting, click the following tab:

Attendees

Click this tab to view and maintain a list of attendees for the meeting (see Maintaining a List of Meeting Attendees).