The Meeting Minutes log window contains a brief summary of every meeting documented for this project. From this window, you can look at details for a meeting, add a new meeting, or Generate a New Meeting from the Last Meeting Minutes. You can also print a report or a form.

Buttons, Drop-Down Lists, Icons, and Links:

Add Document

Click to add a new document.

Print Report

Click to print the default report.

Print Preview

Click to display the page that will be printed.

Select an action

Click to display the list of actions you can perform on the current window.

Layout

Click to select a different layout for the log window.

Edit Document

Click to open the document in Edit mode.

Find

Click to filter all items in the active table by a particular word or phrase.

Transmittals Queue

Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.

User Productivity Kit

Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.

The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.

Control Center

Click to return to the Workspace.

Columns:

Subject

A brief summary of the purpose of the meeting. Click to open the Meeting Minutes Document Window in View mode.

Date

The date on which this meeting occurred (defaults to the system date at the time of entry).

Time

The time this meeting began.

Number

A unique number that identifies the meeting you are adding. Contract Management automatically assigns this number by increments of one each time you add a new meeting.

Location

The place where the meeting occurred.

Latest Meeting

A check indicates the latest meeting document for each meeting series when generate is used. Contract Management also checks the meeting document if the meeting is new and not part of another series.

Contract

The contract associated with the meeting, if applicable. Click to open the Contract Document Window.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Approved

Yes indicates that the meeting minutes are an accurate description of the meeting and are approved. You generally approve the minutes after sending the document to the attendees and getting their comments.

Custom Field columns

Each custom field assigned to the issues table is shown with applicable values. Custom fields enable you to define additional information about a project; define them outside the project by right-clicking on the top-level folder (All Projects) in the Project View and choosing Custom Fields.

Select an action

This drop-down list appears at the right of each document listed in the log. Click to open a list containing actions you can perform.

How to access this log window:

Expand the Communication folder in the Project View and click Meeting Minutes.

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