PPO allows you to configure any entity based on your specific requirements. This article covers a requirement to allow the capturing of Meeting Minutes. This is especially useful to track attendance, monitor stakeholder involvement, capture key actions, decisions, and outcomes, and maintain an audit trail with related reporting.
This article covers:
How do I go about setting this up?
Meeting Minutes can be implemented in PPO by configuring a custom entity. To set up this entity, hover over the Administration menu and select Entities. Select an unused Project Related entity and rename it to "Meetings" and ensure to mark it as In Use:
Follow this link for more information regarding custom entities and setting them up.
Example of the Field Configuration
An example of the fields which could be relevant to setting up the Meeting entity:
Once you have given access to the relevant User Groups you will see the entity listed in the Projects menu.
On the Meetings List Page, based on your user group access, you have the ability to Add, Edit, Delete or Move Meetings.
New Meetings can be added by clicking on the Add action button. Once all fields have been captured you can select the Submit button, which will take you back to the list page.
Meeting Output Report
Once the Meeting entity has been configured, a ticket can be logged with the Support Desk to implement the Meeting Output Report: