Navigate Here: Implementation > Meeting Minutes > Browse Meeting Minutes; select a Meeting Minutes > Meeting Items tab.
You can manage meeting item on the Edit Meeting Minutes page - Meeting Items tab.
The meeting item(s) under the current meeting minutes display in the table. A brief summary includes Item No., Category, Topic, Due Date, Status and Item Description.
You can add a new meeting item by clicking add icon 
, the system will direct to Add Meeting Item page.
To add a meeting item, edit following fields:
The required fields are noted with an asterisk (*).
Item No.*: The number of the meeting item. It must be unique within one meeting minutes.
Topic*: Topic of the meeting item.
Category: The category of the meeting item can be managed on Manage Picklist page.
Status: The status of the meeting item can be managed on Manage Picklist page.
Due Date: The due date of the meeting item.
Item Description: Detailed description of the meeting item.
Owner*: The person(s) is responsible for this meeting item and the available list is from Resource. You can add a person by clicking the icon "
" or select a person in the box and then click the icon "
" to remove.
Once you finish all operations to the meeting item, you can click Save button to save it and the system will then return to the Meeting Item tab.
You can click the Save & Add button to save this meeting item and add another one.
You can click the Cancel button to abort current operation and return to the Meeting Items tab.
You can click the 
icon to enter into Edit Meeting Item page.
To edit the meeting item, all the fields on this page can be modified.
Click the Save button to save the meeting item.
Click the Delete button to delete current meeting item and the system will then return to the Meeting Items tab.
Click the Cancel button to abort current operation and return to the Meeting Items tab.
Action Items
The action item(s) associated with the current meeting item display in the table. A brief summary of each related action item includes Item No., Priority, Due Date, Status and Action Description. (These columns in the data grid can be configured by Dynamic View). You may sort the records by clicking the linked column header.
You can view the detailed information of an action item by clicking . The system will open the Edit Action Item page in a new window.
You can associate the action item within one meeting minutes with current meeting item by clicking 
.
You can disassociate the action item with current meeting item by selecting the action item and clicking 
.