Module customization enables you to set defaults and set up workflow routing, where applicable, for the Meetings business processes. There are two types of defaults:

Client level defaults are set in MaintenanceData MaintenanceModule Customization.
Project level defaults are set by selecting the Customize button within the Module.

Available customization choices at the Project level are similar to the Client level, with a few exceptions.

Use the Customize button on the Meetings log to establish defaults for numbering and other attributes by project. For example, you want to mark the Subject line "mandatory." Selecting the Attributes tab, and marking the Required checkbox, will not allow the user to save a meeting unless he entered a subject. The Subject field on the General tab will be marked with a red asterisk.

Client and Project Tabs

General

Establish the numbering format for your meetings.

Attributes

Establish Meetings attributes as described in the following table.

Only users with Change or better permission to the Module Customization module can change the Masking and Labeling settings.

Attribute	Description
Agenda in Progress	Define whether this checkbox will default the checkbox on the General tab as marked.
Announcement	Define a default text for the Announcement.
Attendee Ordering	Select the format in which the Attendee names display in the View. Options include: Company - First Name Last Name Company - Last Name First Name Last Name First Name (Company)
Attendees Notes	Defines a default text for the Attendees Notes.
Confidential	Marking this checkbox enables you to restrict other users from seeing this meeting on the log.
Document Template Agenda	Defines the default for the template (for example, [sys] Meeting Agenda - Standard).
Document Template Minutes	Defines a default for the template (for example, [sys] Meeting Agenda - Standard).
End Date	Defines a default end date.
End Time	Defines a default value for the time at which the meeting is to end (for example, 12:00noon).
Location	Defines a default value for the location (for example, Board Room).
Meeting Agenda Sort	Determines the sort order for the agenda items.
Meeting Minute Sort	Determines the sort order for the minute items.
Minutes in Progress	Marking this checkbox will default the checkbox on the General tab as marked.
No.	Defines a default value for the number (for example, Prog 01).
Notes After Meeting Items	Defines a default text as a default value.
Notes Before Meeting Items	Defines a default text as a default value.
Organized By	Defines a default value (for example, Current User).
Prepared By	Defines a default value (for example, Current User).
Start Date	Enables you to define a default start date.
Start Time	Enables you to define a default value for the time at which the meeting is to start (for example, 12:00noon).
State	Determines a default value for the state of the meeting (for example, Active).
Subject	Reflects the value you have entered in the Subject data field for each meeting.
Type	The type of meeting. This is drop-down list that can be customized in Module Customization in the Meeting Type Lookup Table.

View Options

Establish the layout of meeting-related documents, such as Meeting Minutes, Agenda, and so on. You can use the Number of blank rows to include after Attendees option to control the number of blank rows that display on the Attendee Sign In sheet.

Masking

Allows you to hide or make certain attributes read only.

Labels

Allows you to re-label a standard Constructware attribute to meet your business terminology.

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Meetings Customizations

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