How to review the progress of a minutes and close a meeting?

1. Enter the "Work Meetings" module from the left sidebar.
2. Click on the "Review Progress" button in the process flow.
3. You will see a list of all meetings with pending progress activities to review,  click on the “Actions” and “Details” button in which you want to review.
4. The meeting details and the progress made by the responsible parties will appear.
5. Analyze the information for each progress and select whether you accept or reject it.

You can access the task directly from the notification panel by clicking on it.

If you accept the progress, an email will be sent to the responsible person to inform them.

If you reject the progress, it will return to the progress stage, and an email will be sent to the responsible person to inform them.

• Related Articles

• How to capture progress of the minutes of a meeting?

  Enter the “Working Meetings” module from the left sidebar. Click on the “Capture Progress” button in the process flow. You will see a list with all the activities that you have pending to follow up on all the different meetings that you have ...

• How to capture the minutes of a meeting?

  Enter the "Work Meetings" module from the left sidebar. Click on the “Capture Minutes” button in the process flow. You will see a list of all meetings pending minutes caputre, click on the “Actions” and “Details” button for the meeting you want to ...

• How to convene a meeting?

  Enter the “Work meeting” module from the left sidebar. Click on the “Meeting announcement” button in the process flow. Enter all the meeting information and select the assistants. Click on “Send call” and an email will be sent to notify all involved ...

• How to review the analysis of opportunities?

  Enter the module "Opportunity Management" from the left sidebar. Click on the "Review analysis" button of the process flow. A list will appear with all analyses pending your review. Click on the 'Actions' and 'Details' buttons for the analysis you ...

• How to review the analysis of quality risks?

  Enter the “Quality Risk Management” module from the left sidebar. Click on the “Review Analysis” button of the process flow. A list will appear with all analyses pending your review. Click on the “Actions” and “Details” button for the analysis you ...