Meetings Module

Guides

• Meetings Admin Guide
  • Meeting Data Model
  • Prepare for Meeting Module use
  • Use cases for before the meeting (for when you want to…)
    • create a meeting
    • renew a meeting
    • invite members to a meeting (in-person / virtual)
    • invite member discussion for a meeting (Online Motion/Votes)
    • check to see if status reports are missing, and send reminders
    • on behalf of a member, enter RSVP and status reports
    • review the agenda
    • reorder agenda items
    • create a new agenda item
    • generate meeting documents
    • send email to meeting invitees
  • Use cases for during the meeting (for when you want to…)
    • update the attendance list
    • add discussion about an agenda item
    • add an action item
    • record a motion, its discussion, and vote tally (in-person / virtual)
    • record a motion, its discussion, and vote tally (Online Motion/Votes)
  • Use cases for after the meeting (for when you want to…)
    • generate meeting minutes
    • add Google Workspace documents to a meeting folder
    • download images from the meeting report
    • References
• Meetings Member Guide
  • Meeting Invitation and Status Report Request
  • My Meetings view
  • My Status Report view
    • RSVP for the meeting
    • Update your status report(s)
    • Optionally add discussion items for the meeting
    • Optionally create ad hoc status for areas not covered by one of your positions
  • RSVP view
  • My Action Items view
  • Action Items view
  • Motions view

Reference

• Meetings Admin Reference
  • Action Items view
    • Meeting Action Items
    • All Action Items
  • Agenda Headings view
  • Invites view
  • Meeting Status view
  • Meeting view
  • Meetings view
  • Meeting Types view
  • Motion Votes view
    • Meeting Motion Votes
    • All Motion Votes
  • Motions view
    • Meeting Motions
    • All Motions
  • Their Status Report view