CMiC Field - Meeting Minutes Item Status

Overview

Meeting Minutes Item Status; Standard Treeview path: CMiC Field > File Maintenance > Local Tables > Meeting Minutes Item Status

The Meeting Minutes Item Status maintenance screen allows user-defined item statuses which can then be attributed to items within the Agenda Section of the CMiC Field - Meeting Minutes screen (standard Treeview path: CMiC Field > Communication Management > Meeting Minutes), as shown below.

Meeting Minutes; standard Treeview path: CMiC Field > Communication Management > Meeting Minutes –Meeting Detail tab

Creating a New Meeting Minutes Item Status

To create a new item status, press the [Add] button on the Meeting Minutes Item Status log screen.

Status, Description

Enter a status code and description.

Class

Select one of the following status classes: New, Open, Closed, On Hold, or Deferred.

Agenda items that have a class of "On Hold" carry forward with that status when the [Next Meeting] button is pressed. This is a permanent deferral until it is manually changed. Pressing the [Next Meeting] button copies all non-closed items to the new meeting. Their status will change to an open one, except for the ones that are "On Hold", where the status remains unchanged.

When printing the meeting reports, the "Include Deferred Agenda Items" option will apply to both "Deferred" and "On Hold" status classes.