DESKTOP: Tracking Committee Meetings

The Committee Module allows you to track each meeting as its own record, with complete details for the following important items:

• Meeting Info (date, time, location, purpose)
• Agenda
• Minutes
• Attendees

Follow these steps to create a new Committee Meeting record:

1. Use the Committee Selector to open the Committee you want to work with (Committees > Select Committees). The Committee Main window will open.
2. Click the Meetings tab
3. In the Data Grid, right-click and select New Meeting. The New Committee Meeting window will open.
4. Complete as many fields as you need. Some will fill in automatically, based on the information in the Committee record itself. When you have all the information you want, click Save. The Committee Meetings window will open, displaying the information you entered and adding an Attendees tab to the record.
5. On the Agenda tab, enter the text from your Meeting Agenda. Note: Formatting from another application (like Microsoft Word) will not be preserved.
6. On the Minutes tab, enter the text from your Meeting Minutes. Note: Formatting from another application (like Microsoft Word) will not be preserved.
7. On the Attendees tab, check the boxes next to the names of the Committee Members who actually attended the meeting. Click the Add Selected Attendees button to copy those names below to the Attendees Data Grid.
8. When you are finished entering Meeting information, click the Save button at the top left of the Committee Meetings window.

Best Practices for Committee Meetings:

• Use the Committee Meeting Details report (Reports > Committee Reports > Committee Meeting Details) to consolidate all the information from this meeting in to one document. Consider saving this report as a PDF file and uploading it to WebLink Connect as a restricted Web Content Record. That way, you can share the file with Committee Members and track when they download it. Click here to learn about Web Content Records.
  
  
• If your Meeting Agendas or Minutes are more complicated than just text, consider uploading them as a PDF file to WebLink Connect as a Web Content Record. This way, you can place the url of the file in the Agenda and Minutes areas. Click here to learn about Web Content Records.

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 This feature is included or available for purchase with the following MC Trade packages.