This guide will show you how to create a meeting in Agenda Management which is possible for committee administrator and administrators.
- To create a meeting go to the menu bar > Create > Meeting
You will now be presented with a selection of different options for the configuration of the meeting.
- Select a committee for the meeting > Select committee. Select the relevant committees for the meeting and finish with > OK
- Consider whether to use a meeting template for the meeting by selecting a template in the dropdown menu. It is not a requirement to choose a meeting template as you can configure the date and time manually.
- To attach a Workzone-case to the meeting choose a case file from the dropdown menu shown at the menu "ESDH Integration" or find an existing case file
If you wish to create a new case file, you have to select a specific case type and choose the responsible organisational unit.
If you wish to find an existing case file, you have the option to search for both the case title and number. If these are unknown, you have the option to sort by "Show favorites" or "Show latest", where the relevant case will appear if used often.
When all required fields have been filled out, the meeting will be created by clicking > Create.