Meeting

Through this menu, it is possible to view all the scheduled meetings saved in the system, regardless of their status.

	Click on the arrow next to this button to view the meeting data and view the data of the object to which the meeting selected in the list of records refers to.
	Click on this button to analyze the result obtained from the search.
	Click on the arrow next to this button to configure and issue the desired listing and meeting reports. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, and also searches for the parameters that can be used in the configuration of new reports.
	Click on this button to change the main screen layout to three quadrants. After selecting this option, the third quadrant displays the details of the meeting selected in the second quadrant.
	Click on this button to edit the layout of the main screen to two quadrants.

Use the filters described below to locate the desired records through specific information. To use these filters, go to the Search filters panel and click on the

button to add filters.

Meeting: Select the meeting you wish to search.

ID #: Enter the meeting ID # you wish to search.

Name: Enter the meeting name you wish to search.

Object type: Expand the list and check the options corresponding to the object type treated in the meeting you wish to search. Use the other buttons on the side of the field to check all available options and clear the checked options.

Status: Expand the list and check the status that corresponds to the possible status of the meeting you wish to search.

Place: Enter the location of the meeting you wish to search.

Comments: Enter the comments saved in the data of the meeting you wish to search.

Subject: Enter the meeting subject you wish to search.

Decision: Enter the decision saved in the minutes of the meeting you wish to search.

Click on the Add responsible button and select the user who created the meeting you wish to search. To use more than one responsible in this search, use the Add responsible option at the bottom of the panel and repeat the procedure described previously. After adding the desired responsible parties, click on the Apply button.

Click on the Add note taker button and select the participant who was the note taker of the meeting you wish to search. To use more than one responsible party in this search, use the Add note taker option at the bottom of the panel and repeat the procedure described previously. After adding the desired note takers, click on the Apply button.

Click on the Add participant button and select a participant from the meeting you wish to search. To use more than one responsible in this search, use the Add participant option at the bottom of the panel and repeat the procedure described previously. After adding the desired participants, click on the Apply button.

Click on the Add period button and select an item of the duration of the meeting (scheduled start date, scheduled end data, etc.) you wish to search, the operator, and another item of the duration of the meeting. To use more than one period in this search, use the Add period option at the bottom of the panel and repeat the procedure described previously. Use the Add defined date period button to use a specific item for the duration of the meeting in the search. After adding the desired periods, click on the Apply button.

Click on the Add attribute button and select the attribute associated with the meeting type that you wish to search, the operator and a value for it. To add more than one attribute in this search, use the Add attribute option at the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.

Click on the Add attribute in the result button and select the attribute that will be displayed as a column in the list of records of the search. To add more than one attribute in this search, use the Add option at the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.