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:
To generate an agenda report, select > 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 > preference to the new report name. For more information, see Authoring Reports. |
