Prerequisite(s): You must be the creator of a meeting saved in Add Minutes status.

 

1.   From your homepage, click the Contract Name link in the Name column of the Contract List.

2.   Hover your mouse over the Contract Management link on the menu bar.

3.   Click the Issues & Information Management sub-link from the menu bar.

4.   Click View Log / Add Meeting Items/Minutes.

5.   Click the link for a meeting in the Meeting Minutes Log.

 

 

6.  Enter a discussion item/meeting minute in the text field.

7.  Click the Add button.

8.  You may now assign additional details to each discussion/action item.  To begin, highlight an item from the pick list.

9.  Complete the associated fields in the shaded area as appropriate.  Click the Add button to save the details.

 

Note:  To remove any of the discussion/minutes items, click the Remove link to the right of the item.

To edit any of the discussion/minutes items, click the Edit link to the right of the item.

 

10.                                                          Select one:

a.   If you wish to send the minutes immediately, click the Save & Send Minutes button.

b.   If you wish to send the minutes immediately and allow team members to add comments, click the Save & Send Draft button.

c.   If you wish to save the minutes but not send them, click the Save Work in Progress button. When you are ready, you may return to this meeting by clicking the Issues & Information Management link in the action list, then View Log / Add Meeting Items/Minutes. Click your meeting, and then send the minutes by clicking the Save & Send Minutes button.