Understanding Meeting

With the meeting utility, a user can create a meeting for himself or for others (including the user) either internally or with the client.

In AntMyERP , Meeting works like task management, as it has different Stages.

 

Settings

Navigate to the left menu> Settings.

Click on Masters> Meeting. A Meeting Preferences window will pop up.

Select the number of days before which you want to get the meeting invitation over email under the Email Notification option.

Also, you can select the number of hours before which you want to get the meeting invitation over SMS under the SMS Notification option.

Click on Update.

 

Permissions

Navigate to the left menu> Settings> User and Roles.

Select the employee name for whom you want to make the changes.

Click on Actions> Edit> Permissions.

Enable the following:

Manage Meeting Setting – To set the Email and SMS notification settings.

Create Meeting Ticket – To be able to create a meeting.

Show Only Self Created Meeting Ticket – To view only the meeting tickets that are created by the user.

Show Invited in Meeting Ticket – To view the meeting tickets that the user is a part of.

Click on Save.

 

Creating a Meeting

Navigate to the top menu> Meetings icon.

Click on the plus button.

Enter all the details in the mandatory fields. (In case it is an internal meeting, check the Internal Meeting checkbox).

Click on Save..

Provide a name to the group and select the members you want to add.

Click on the Create Group button.

 

Editing Meetings

Once you click on Meetings from the top menu, an indexed view of the meetings will appear.

You can easily customize the column names by using the Manage Column option.

To edit the meeting, click on the meeting number.

All the details will be listed.

Scroll down and you can see the below options:

Activity – All the activities performed by the concerned person will be shown under the Activity tab.

Comments – You can view all the comments related to the meeting here.

Add Comments  – You can add your own comments under this tab and save the changes.

Minutes of the Meeting ( MOM ) – Click on the plus button and there would be various options like Task, Enquiry, Service, Request Toner, Pickup Task and Sales Order. 

You can select either and associate service ticket(s) with the Meeting and Save the changes.

Expense Voucher – You can add an expense voucher with the Meeting ticket by clicking on the plus button and saving the changes. 

Note: The expense voucher ticket will automatically go to the finance team after the approval.

You can not close the meeting till the time all the MOM tasks are closed.

Documents – You can add the related documents by clicking on the plus button and saving the changes.