Configuring a meeting type

Prerequisite

The main purpose of meeting types is to classify meetings. They allow for parameterizing information related to the meetings created in the system.

We will now proceed with the creation and configuration of a meeting type:

Follow the steps described in the video below to add a meeting type:

When the Await scheduling confirmation by mandatory participants option is enabled, the system will automatically generate the Confirmation to-do task for the participants after a meeting is scheduled. For more information, access the Confirming the scheduling of a meeting article.
When the Wait until all participants have signed meeting minutes option is enabled, the system will automatically generate the Signature to-do task after a meeting is scheduled or recorded. Therefore, the meeting can only be closed after all participants execute the task.
When the Send meeting minutes signature task only to the participants who have attended the meeting option is enabled, the Signature to-do task will be generated only for the participants who attended the meeting. For this alternative to be available, the Wait until all participants have signed meeting minutes option must have been checked.
The Require entering the subject decision option indicates that, while the meeting minutes are recorded, the meeting subject must have to be added.
The Identification mask is a generic resource of the system. For more information, refer to the Adding an identification mask article.
Attributes are generic resources of the system. For more information, refer to the Attribute configuration article.

Publishing meeting minutes in SoftExpert Document will be possible only if this component is part of the solutions acquired by your organization.

Thus, the meeting type can now be used to schedule and record meetings.