Meeting Minutes Administration - EcoSys - 4.11 - Help - Hexagon

The status of Meeting Minutes with Open or Draft status can be changed to Closed. Meeting Minutes with a Closed or Draft status can be changed to Open.

Change Meeting Minute Status to Open

This procedure allows you to change the status of a meeting from Draft to Open, as well as re-open a closed meeting.

After changing the status, an event entry is added to the Meeting Minutes log, and all resources established in Contracts > Contract Setup > Contract Register – Workflow Admin with a Distribution List value of "Meeting Minutes Workflow" or "All Contract Workflows" are notified.

1. Navigate to Contracts > Meeting Minutes.

2. Click the Actions list and select Open Meeting.

3. Click the Meeting ellipsis to select the required meeting.

4. (Optional) Type in a Comment.

5. Click RUN. The status of the meeting changes to Open.

Change Meeting Minute Status to Closed

This procedure allows you to change the status of a meeting from Open or Draft to Closed.

After changing the status, an event entry is added to the Meeting Minutes log, and all resources established in Contracts > Contract Setup > Contract Register – Workflow Admin with a Distribution List value of "Meeting Minutes Workflow" or "All Contract Workflows" are notified.

1. Navigate to Contracts > Meeting Minutes.

2. Click the Actions list and select Close Meeting.

3. Click the Meeting ellipsis to select the required meeting.

4. Click the Close Date ellipsis to select the required close date.

5. (Optional) Type in a Comment.

6. Click RUN. The status of the meeting changes to Closed.