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Signing the meeting minutes

 

Prerequisite

  • Access to the Execution > Signature (MM010) menu or to the My tasks menu.
  • Recorded minutes.
  • Meeting with the Wait until all participants have signed meeting minutes option enabled.

 

Introduction

After recording the minutes, the system will generate the Signature to-do task for the participants. This will happen if the Wait until all participants have signed meeting minutes option is enabled on the meeting data screen.

This task allows the participants to inform if they agree or not with the minutes recorded by the note taker. The signature step can be executed through the Execution > Signature (MM010) menu or the My tasks menu.

The operation is identical on both menus. However, we will use the My tasks menu to illustrate the minutes signature steps:

 

Signing the meeting minutes

1. Access the My tasks menu, search for the Meeting component, and select the Signature task.

2. On the list of pending records, select the desired meeting.

3. Then, click on the toolbar button.

4. On the screen that will open, fill in the Do you agree? field with the following options:

  • Yes: Select this option to inform that you agree with the meeting minutes recorded by the note taker. If this option is selected, the meeting will be finished.
  • No: Select this option to inform that you do not agree with the meeting minutes recorded by the note taker. If this option is selected, the minutes will return to the note taker for the necessary changes to be made.

5. Enter an Explanation for the selected option. If the chosen option is No, entering an explanation is required.

6. Click on Save and exit.

 

Conclusion

After all participants sign the minutes, the meeting will be finished. If any participant does not agree with the addressed subjects, the meeting will go back for the note taker to record the minutes. This way, the reported information will be controlled.


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