Module Overview
The Meetings module allows for the scheduling and recording of a Meeting, its minutes, as well as Attendees and Absences. Unlike other Standard Solutions modules there are currently no toggleable features, and so requires minimal setup by the Implementation Consultant.
Install Checklist
Step | Applicable to | Process | Sub Process | Status |
1 | All | Initial Setup | Schema or Bundle Copy to client site | ☐ |
2 | Schema Copy | Initial Setup | Hide any modules which the client has not purchased/is not using | ☐ |
3 | All | Module Setup | Review tab section overrides and determine if admin role should be added to visibility | ☐ |
4 | All | Module Setup | Review Workflow path restrictions and add Admin user collection to the restrictions | ☐ |
5 | Bundle Copy | Role Setup | Map module Role Profiles to system roles | ☐ |
6 | All | Customisation | Complete any field customisation as indicated in the clients returned module workbook | ☐ |
7 | All | Customisation | Complete any notification customisation as indicated in the clients returned module workbook | ☐ |