Meeting Minutes
Meeting minutes are typically a record of what has been discussed or accomplished in a meeting.
To enter the meeting minutes, select
Add Minutes from the right-click actions menu of a meeting or select > from the
meeting information page. Enter up to 2,000 characters in the text field provided.
The text appears under the Details tab on the meeting information page.
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• You cannot cancel or delete a meeting once minutes have been added.
• Meeting participants are not sent an email notification when minutes are added.
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Depending on the level of detail you want to include, you can also use the following actions:
Add an Existing Document to the Minutes Documents Table
If you track meeting minutes in a separate Windchill document, you can use the Minutes Documents table to associate that document with the meeting.
Click the add icon
![](../Windchill_Help_Center/images/IconAdd.gif)
on the table toolbar or use the table
clipboard actions to add existing documents to the meeting.
Generate a Minutes Document
Use the Generate Minutes Document action to generate a report that includes the minutes you recorded as well as the meeting attributes, including a list of the meeting objects and participants.
Before you can generate and view reports:
To generate a minutes report:
1. Complete the Add Minutes action described earlier.
2. Select > from the meeting information page.
A new document is automatically generated and added to the Minutes Documents table under the Related Objects tab.
| If the installed Meeting Minutes Report does not meet your needs, you should not edit the default report. Instead, an administrator should create a new report using the existing report as a model. In the Preference Management utility, set the > preference to the new report name. For more information, see Authoring Reports. |