Meeting Templates .NET

Create Meeting Templates as options for projects documents. Those active Meeting Templates will be shown within the menu “Jobs > Project Documents” Meetings tab  when editing a Job’s meetings. Once editing from the “Meeting – Edit” screen you will see the “General” tab. The Meeting Template drop list options are labeled as “Meeting Template.
Refer to: https://support.concretevision.com/documentation/edit-project-documents-meeting/

Meeting Templates can be accessed via Configuration menu > Projects Setup > Meeting Templates as seen in Figure 1

Figure 1

Figure 2

Add Meeting Templates

1. Click on the [Add new Record]  (Orange Box see Figure 2) The Add field will open.
2. Enter a name.
3. Enter a description.
4. Set the active state.
5. Enter an order by if needed.
6. Click the [Save] (Green Box top right of Figure 2) to save this information.

Figure 3

Edit Meeting Templates

1. Click on the item you need to edit. (Green Boxes see Figure 3).
2. You can modify the meeting template name.
3. You can modify the description.
4. You can modify the active state.
5. You can modify the order by.
6. Click the [Save] (Green Box top right of Figure 3) to save the updated information.

**If you don’t click on either the Save or Save and Close button and navigate off this screen, your changes will be lost.

Figure 4

Delete Meeting Templates

To delete a Meeting Templates, just click on the delete button of the Meeting Templates (Red Box to the right of the Edit Topics Button (Red Box) in Figure 4) you wish to delete. Please note: You can only delete a Meeting Templates that does not currently have any details assigned to it. If the Meeting Templates has details assigned to it, the delete button will be disabled.