Administering meetings enables them to be added, edited, and disabled. Disabling stops them appearing in any selection list. Meeting duration (in hours) can also be captured.

To provide exception handling, use the meeting notes field – on the  “Edit” meetings page. In this way comments can be added regarding HREC members who absented from certain project discussions, and the like.

There are also a number of dates associated with specific meetings, namely :-

Meeting date,

Published cutoff – is the 'published' cutoff date which is used for display purposes only,

Internal Project Cutoff – is the internal project submission cutoff date, which affects the meetings available to new projects (in the dropdown),

Internal Documentation Cutoff – is the internal documentation cutoff date, which affects the meeting dates available to project documents that require submitting (in the dropdown).

The meeting documents, namely :-

•Executive Agenda,

•Agenda,

•Executive Minutes,

•Minutes

can also be saved against a meeting.

In addition, members can be associated with a meeting (via the  option), and flagged as attended, offering apologies, offering comments, and whether they are the chair person for that meeting.

The meeting members screen is slightly different to others, in that the options (right hand side) are actioned/toggled simply by clicking (no further screens are displayed), and when the screen refreshes, the status (left hand side) is updated to reflect the previous selection. Select the  button to return to the meeting list.

 

There are two (2) ways of filtering the meetings list :-

1.Using the  advanced filter (see details on filter criteria here) or

2.Entering basic text into the search text box and selecting the ‘Filter’ button.

In either event, the tooltip for the filter text box displays the filtering criteria that will be used. Refer to the advanced filter section for more details.