Page Comparison

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• STEP 2: The following fields can be edited:

  1. Action Title – This is the action item given during the meeting minute stage. 

  2. Action Description – the action item can be described further in this section.

  3. Start Date – The default start time will be the meeting date. This can be changed from the date. 

  4. End Date – The default end time will be set one month from the meeting date. This can be changed from the start.

  5. Action Owner – The person who is responsible for performing the action.

  6. Secondary Action Owner – The backup personnel who has the responsibility to perform the action. 

  7. General Manager – The manager is in charge of running the main day-to-day business activities. In the event the action is manually created/auto generated for an agenda item, where Corporate Manager has been selected in the Agenda preparation, that value will be displayed in the Drop down as a default but can be edited. This role can be configured at the end of the meeting, once the meeting minutes are finalised through the follow-up actions. Any changes to these fields can be viewed in the Action history icon.

  8. Corporate Manager – The manager is in charge of overseeing all activities and establishing strategies that will help the company meet those goals. If the action is manually created/auto generated for an agenda item, where Corporate Manager has been selected in the Agenda preparation, that value will be displayed in the Drop down as a default but can be edited. This role can be configured at the end of the meeting, once the meeting minutes are finalised through the follow-up actions. Any changes to these fields can be viewed in the Action history icon.

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i. Percentage Complete – The default percentage will be set to zero. The action item owner has to edit as it progresses.

j. Action Status – The current status of the action.

k. Comment – Add any comments if needed.

l. Link – This shows the current meeting minute link. The organiser and the other users can link this to other meetings by clicking 'View All Links'. 

m. View All link – This shows the meeting hierarchy of all meetings in the system. Any user can link the action item to another meeting by expanding the meeting hierarchy and selecting an agenda item, within an agenda group, within a meeting.

• STEP 3: Click ‘Save’ to update action details.

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