Windchill Fundamentals > Collaborating with Others > Meetings > Meeting Agenda
Meeting Agenda
The meeting agenda is typically an outline of discussion topics that the meeting should address.
When creating or editing a meeting, enter agenda information into the Agenda field under the Set Attributes step. The text appears under the Details tab on the meeting information page.
Depending on the level of detail you want to include, you can also use the following actions:
Add an Existing Document to the Agenda Documents Table
If you track the meeting agenda in a separate Windchill document, you can use the Agenda Documents table to associate that document with the meeting.
Click the add icon or use the table clipboard actions to add existing documents to the meeting.
Generate an Agenda Document
Use the Generate Agenda Document action to generate a report that includes the agenda as well as the meeting attributes, including a list of the meeting objects and participants.
Before you can generate and view reports:
Your site must have Windchill Business Reporting and the appropriate reports installed. For more information, see About Reports.
Navigate to the Preference Management utility and verify that the Meeting > Generate Agenda Document preference is set to Yes.
To generate an agenda report, select Actions > Generate Agenda Document from the meeting information page.
A new document is automatically generated and available from the Agenda Documents table under the Related Objects tab.
If the installed Meeting Agenda Report does not meet your needs, you should not edit the default report. Instead, an administrator can create a new report using the existing report as a model. In the Preference Management utility, set the Meeting > Agenda Report Name preference to the new report name. For more information, see Authoring Reports.