View meeting page

This page is shown in Figure 1 and shows all the information relating to the selected meeting iconmeeting.meeting view page

Figure 1 – Meeting view page

The top header area at the top of the top header area allows you to Edit icon edit, Delete icon delete or Move iconmove the meeting; or to add a new Actions iconaction, Attachments icon attachment or Comment icon comment to this meeting.Some details of the meeting are displayed in subsections just below the top header area, such as the meeting’s location within Psoda, and it’s organiser, duration, subject, location, users whose attendance is required, optional and users who have been listed as resources. Here you may also have the option to iCal icondownload this meeting, although this will be dependent on your access rights. The rest of the page is made up of a number of tabs or sections (depending on your selected view):

Actions icon Actions

This tab shows an asset listing of all of the actions registered for this meeting, as shown in Figure 2.  By default, this table will present you with a number of details about the actions such as it’s reference, description, priority and due date to name a few. If you click on the reference link of the listed action, you will navigate to that action’s view page. From the Actions column of this actions table, you can act on individual actions by Edit iconediting, Delete icondeleting, escalate iconescalating or Move iconmoving the chosen action.action tab

Figure 2 – Meeting actions tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the action table or navigate to this same spot to Add iconadd more actions to this meeting. Here, you can also export this list to Excel export iconExcel or CSV export iconCSV files. 

Attachments icon Attachments

This tab shows an asset listing of all of the attachments that have been added to this meeting, as shown in Figure 3.  By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link. From the Actions column of this attachments table, you can act on individual attachments by Edit iconediting, Delete icondeleting, Move iconmoving or lock iconlocking/unlock iconunlocking the selected attachment.view page attachments tab

Figure 3 – Meeting attachments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the attachment table or navigate to this same spot to Add iconadd more attachments to this meeting. Here, you can also export this attachment list to Excel export iconExcel or CSV export iconCSV files.At the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only). 

Comment icon Comments

This tab shows an asset listing of all of the comments that icon_userusers have made on this meeting, as shown in Figure 4.  By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few. From the Actions column of this comments table, you can act on individual comments by Edit iconediting or Delete icondeleting  the selected comment.view page comment tab

Figure 4 – Meeting comments tab

Note that you can customise your table view by clicking the Edit iconedit button at the bottom of the comment table or navigate to this same spot to Add iconadd more comments to this meeting. Here, you can also export this comment list to Excel export iconExcel or CSV export iconCSV files. 

decision icon Decisions

This tab shows an asset listing of all of the decisions that have been added to this meeting, as shown in Figure 5.  By default, this table will present you with a number of details about the decisions such as it’s context, title, description, user’s who agreed to it and it’s current state, to name a few. If you select the link in the decision column, you will navigate into that decision’s view page. From the Actions column of this custom fields table, you can act on individual custom fields by Edit iconediting, Delete icondeleting, escalate iconescalating or Move iconmoving the decision.decision tab

Figure 5 – Meeting decisions tab

Note that at the bottom of the table you can Add iconadd more decisions manually or CSV import iconimport multiple from a CSV file, or customise your table view by clicking the Edit iconedit button to show or hide certain information. From here you can also export this list to Excel export iconExcel or CSV export iconCSV files.

meeting icon Details

This tab shows the details for the selected meeting such as it’s agenda and minutes, as shown in Figure 6.meeting details tab

Figure 6 – Meeting details tab

These fields may allow for inline editing although these permissions may be linked to your access rights. If you feel that you should have access to some of these permissions, contact your System Administrator.

 

History icon History

This tab shows shows some basic history of the meeting, as shown in Figure 7.  By default, this tab will present you with a number of details about the meeting’s history such as the creation date, creation user, last update date and last update user. If the meeting has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.view page history tab 

Figure 7 – Meeting history tab

Note that you can customise your change table view by clicking the Edit iconedit button at the bottom of the change table. Here, you can also export this list of changes to Excel export iconExcel or CSV export iconCSV files.