Purpose
Capture project-related meeting minutes, track unresolved items, launch follow-up action items, and track progress between meetings. You can:
- Attach files, link records, and add general comments to the record.
- Add and review line items associated with the meeting in the Line Items form.
The Meeting Minutes log stores the records and its status. Unifier generates action items for each line item in the Meeting Minutes record.
Characteristics
This is a Project-level business process with line items and a workflow. It is available in both the Owner and General Contractor templates.
Groups Associated with this Business Process
- Meeting Planning Creation: Project Coordinators can create meeting minutes.
- Documentation of Meeting Results: Project Coordinators can take actions. All Project Users group can be copied in this step.
- Review: Project Managers can review the meeting minutes. All Project Users can be copied in this step.
Record Statuses
- Pending: A non-terminal status.
- Completed: A non-terminal status
- Canceled: A terminal status.