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Table of contents
No headersThe following table contains the Meetings buttons, descriptions of the buttons, location in which the buttons appear in the module, and the permissions required to be able to use the buttons.
| Button | Description | Location | Permissions |
|---|---|---|---|
|
| Enables you to attach the meeting to an attachment. | Main log | Administrator Change Company Only Own Only |
|
| Enables you to access the Project Calendar quickly. | Main log | All Users with View permission for Project Calendar. |
|
| Closes the current window. | Edit Agenda Items Edit Minute Items Meeting Series | Administrator Change Company Only Own Only |
|
| Enables you to enter any comments. | Main log | Administrator Change Company Only Own Only |
|
| Enables you to copy agenda information from a previous meeting. Copy the Agenda Item to the Meeting Minutes first. | Create/Edit Meeting - Minutes tab | Administrator Change Company Only Own Only |
|
| Enables you to establish defaults for numbering and other attributes by project. See Module Customization for CCOs for more information. | Main log | Administrator |
|
| Enables you to modify the selected meeting. | Main log | Administrator Change Company Only Own Only |
|
| Opens the Form Letter Wizard, so you can create a Correspondence about a CCD using a pre-defined Form Letter. There must be an active form letter setup record in Data Maintenance | Main log | Dependent on permission to Correspondence |
|
| Opens the History pop-up window to allow you to view the Distribution History of the selected document. You can view any sent documents, the recipients, the document send date, and confirmation of receipt (time/date stamping, and so on). | Main log | Administrator Change View Company Only Own Only Distribute |
|
| Enables you to modify more than one meeting at once. | Main log | Administrator Change Company Only Own Only |
|
| Enables you to create a meeting, agenda, or minute. | Main log Create/Edit Meeting - Attendees, Agenda, Minutes tabs | Administrator Change Company Only Own Only |
Open (Button Varies) | Clicking on the button in the Open column allows you to open the document locally in the appropriate application. If the meeting has linked documents, the file name is hyperlinked and listed in the Document column. Click the link to open the document. See the “Open Function” portion of Constructware Functions to learn more about the possible application options. | Minute Items View Agenda Items View | Administrator Change Company Only Own Only View Distribute |
|
| Click the Push Down button to use the same value for all Design Reviews. Enter the value in the top field and then click the Push Down button to display the value in the same field for the other entries. | Main log | Administrator Change Company Only Own Only |
|
| Click the Quick Add button to add contacts and companies to your document quickly. When you click the button, the Quick Add pop-up displays so you can type a string of characters and then click Add. If there is no exact match, the standard contact dialog displays so you can select from the matches that found, or enter additional search criteria. Enter the text in the form of “firstname lastname (company)”. If you enter only one word, the system considers it a last name. Anything entered between parentheses is considered to be a company name. Note: If you are using a project-specific document, the contact names default to the members of the project team. | Edit | Administrator Change Company Only |
|
| Opens the Meeting Recurrence window where you can create a Meeting Series. See Creating a Recurring Meeting for more information. | Create/Edit Meeting - General, Attendees tabs | Administrator Change Company Only Own Only |
|
| Enables you to remove the selected items. | Create/Edit Meeting - Attendees, Agenda, Minutes tabs | Administrator Change Company Only Own Only |
|
| Enables you to take a shortcut to the Meeting Minutes category of the Reports module. From here, several reports specific to Meetings Minutes can be generated. | Main log | Administrator Change Company Only Own Only View Distribute |
Create/Edit Meeting - General tab | Administrator Change Company Only Own Only | ||
|
| Saves the record. | Edit Agenda Items Edit Minute Items Create/Edit Meeting - Agenda , Minutes tabs Meeting Series Multi-Edit Meetings | Administrator Change Company Only Own Only |
|
| Saves the record and closes the current window. | Edit Agenda Items Edit Minute Items Meeting Series Multi-Edit Meetings | Administrator Change Company Only Own Only |
|
| Saves the record and copies the entries into a new record. | Edit Agenda Items Edit Minute Items | Administrator Change Company Only Own Only |
|
| Saves the record and create a new one. | Edit Agenda Items Edit Minute Items Create/Edit Meeting - General tab | Administrator Change Company Only Own Only |
|
| Saves the record and opens the next record. | Edit Agenda Items Edit Minute Items | Administrator Change Company Only Own Only |
|
| Saves the record and opens the previous record. | Edit Agenda Items Edit Minute Items | Administrator Change Company Only Own Only |
|
| Sends your item by message, email, or fax; and/or to build a Distribution list that display on the document. See Send Wizard for additional information. | Main log | Administrator Change Company Only Own Only View Distribute |
Create/Edit Meeting - All tabs Multi-Edit Meetings | Administrator Change Company Only Own Only | ||
|
| Checks the spelling of text entered into the system. | Edit Agenda Items Edit Minute Items Create/Edit Meeting - General, Agenda, Minutes tabs | Administrator Change Company Only Own Only |
|
| Opens the Select Meeting View pop-up window. Choose to view the Minute Items, the Agenda Items, or the Sign-In Sheet. The Minutes radio button is clicked by default if the Meeting is in the past. The Agenda radio button is selected by default if the meeting is in the future. If you do not have permission to edit the selected meeting, and you are not the Prepared By or Meeting Organizer, and if the Agenda or the Minutes are marked In Progress (Draft), you cannot view the items. | Main log Create/Edit Meeting - General tab | Administrator Change Company Only Own Only View Distribute |
Opens the Meeting Sign-In Sheet. Opens the Meeting Agenda. Opens the Meeting Minutes. | Attendees tab Agenda tab Minutes tab | Administrator Change Company Only Own Only | |
|
| Closes the current window and returns you to the main log. | Create/Edit Meeting - All tabs Multi-Edit Meetings | Administrator Change Company Only Own Only |
|
| Voids the selected meeting. | Main log Meeting Agenda window Meeting Minutes window | Administrator Change Company Only Own Only |
