16 Meetings Tab

The Meetings Tab allows you to plan and track meetings in order to account for their associated costs.

On this tab, you have the ability to add and edit meetings, such as Kick-off, Internal Team, Face-to-Face, Status Update to Sponsor, End of Study, and Investigator Meetings. You can specify meeting details, attendees and notes for each meeting.

Meetings

The Meetings section is used to add, edit, copy, delete, and include and exclude meetings with the Meetings Details dialog.

Adding Meetings

Meetings are added with the Add button that launches the Meeting Details dialog.

To add a meeting:

1. Navigate to the Meetings Tab.

2. Click the Add button to launch the Edit Meetings Details dialog, which displays the Meetings Detail, Attendees, Site Attendees, and Notes Tabs. Each tab allows you to specify information about your meeting.

   • Meeting Details: The Meeting Details Tab is used to specify the meeting name, schedule, and Providers attending. For meetings that include Investigator Site Personnel, you can specify the number of sites attending from each location.

   • Attendees: The Attendees Tab allows you to specify the number of resources, hours, and costs associated with meeting participants from each provider.

   • Site Attendees: The Site Attendees Tab allows you to add attendees from investigator sites to the meeting. This tab is used to identify the number of attendees per site, as well as their method of travel and indirect costs.

   • Notes: This Tab allows you to enter notes pertaining to the meeting. The notes can be viewed and edited by anyone who has permission to work with this plan.

3. Input your assumptions on each tab and click Save to add the meeting.

Editing Meetings

To edit a meeting:

1. Navigate to the Meetings Tab.

2. Select a meeting and click the Edit button, which displays the Meetings Detail, Attendees, Site Attendees, and Notes Tabs. Each tab allows you to specify information about your meeting.

3. Edit the meeting information as needed and click Save.

Copying Meetings

To copy meetings:

1. Navigate to the Meetings Tab.

2. Select a meeting and click the Copy button.

3. The Meeting Details Dialog is displayed. Make edits as needed and click Save.

Including and Excluding Meetings

Meetings can be included or excluded from a plan with the Include and Exclude buttons. Excluding a meeting will not delete it, but the costs associated with it will not be calculated with the rest of the plan costs.

To include and exclude meetings:

1. Navigate to the Meetings Tab.

2. Select a meeting and click the Exclude button to remove the meeting from plan costs. If you need to include a meeting, select it and click the Include button.

3. Click Save.

Deleting Meetings

To delete a meeting:

1. Navigate to the Meetings Tab.

2. Select a meeting and click the Delete button to remove the meeting from the list.

3. Click Save.