Create Meeting Minutes - EcoSys - 2.04 - Help - Hexagon PPM

EcoSys Contracts Help (2.04)

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EcoSys
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EcoSys Standard Version
2.04

The Meeting Minutes can be created via execution of an action. A new Meeting can be created using the inputs, Contract and Meeting Minute Name, and a Meeting Minute ID established by the system. The Meeting Minute ID is managed by the structure in the contract Setup screen (Contracts > Contract Setup > Contract Register - Register Admin). An event entry is added to the Meeting Minutes log.

To create meeting minutes, follow the procedure below:

  1. Navigate to Contracts > Meeting Minutes.

  2. Click the Actions list and select Create Meeting.

  3. Click the Contract ellipsis to select the required contract.

  4. Type a name in the Meeting Name field.

  5. Click RUN and then OK. The new Meeting Minutes appears on the Meeting Register tab with Draft status.