Meeting Item Types

Setting Description: List of options displaying in a Meeting’s “Meeting Item Type” drop down field.

It provides categorization of a Meeting’s Items and can be customized on a per Meeting Type basis.

Note: Only Project Administrator or Software Administrators can configure this setting. The project must be Active for this setting to be configured.

 

Instructions:

1. From the Administration menu, select Settings. The Settings page displays.

   

   Tip: You can also access Settings from the Collapsed Menu.

2. In the Project Settings List, click Meeting Item Types. Perform the following actions, as required:

   Create a new Meeting Item Type

   The Meeting Item Types page displays.

   

   1. Select New.

   2. From within the Add Record pop-up:

      

      1. Set the Active status to “True” or “False”

      Note: A new Meeting Item Type defaults to “True” active status.

      2. Enter the Title.

      3. Set the Sort Order, if necessary.

      Note: Meeting Item Types will default in alphabetical order unless a sort order is explicitly specified.

      4. Select the Meeting Type, if necessary.

      Note: By default Meeting Item Types are applied to all Meeting Types. Selecting a specific Meeting Item in step iv. limits this Meeting Item Type to only be available in the specified Meeting Type.

   3. Click Submit. Select Cancel to exit Add Record pop-up.

   Amend an existing Meeting Item Type

   The Meeting Item Types page displays.

   

   1. From the Meeting Item Type section, select the row of the Meeting Item Type to be amended.

   2. The row becomes editable. Adjust any field as necessary.

      

      Note: Any Meeting Item Types with the Active status set as “False” will no longer display in the “Meeting Item” type drop down list.

   3. Click .

   Delete an existing Meeting Item Type

   The Meeting Item Types page displays.

   

   1. From the Meeting Item Type section, find the Meeting Item Type to be deleted and select .

   Tip: If a “Trouble Encountered” error message “You cannot delete this item because it is referenced elsewhere “ appears when attempting to delete an existing Meeting Item Type, this Meeting Item Type cannot be deleted as it has been used on a Meeting in the project. If further assistance is required, please contact the Help Desk.