Figure 1 – Meeting view page
The top header area at the top of the top header area allows you to edit, delete or move the meeting; or to add a new action, attachment or comment to this meeting. Some details of the meeting are displayed in subsections just below the top header area, such as the meeting’s location within Psoda, and it’s organiser, duration, subject, location, users whose attendance is required, optional and users who have been listed as resources. Here you may also have the option to download this meeting, although this will be dependent on your access rights. The rest of the page is made up of a number of tabs or sections (depending on your selected view):Actions
This tab shows an asset listing of all of the actions registered for this meeting, as shown in Figure 2. By default, this table will present you with a number of details about the actions such as it’s reference, description, priority and due date to name a few. If you click on the reference link of the listed action, you will navigate to that action’s view page. From the Actions column of this actions table, you can act on individual actions by editing, deleting, escalating or moving the chosen action.Figure 2 – Meeting actions tab
Note that you can customise your table view by clicking the edit button at the bottom of the action table or navigate to this same spot to add more actions to this meeting. Here, you can also export this list to Excel or CSV files.Attachments
This tab shows an asset listing of all of the attachments that have been added to this meeting, as shown in Figure 3. By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link. From the Actions column of this attachments table, you can act on individual attachments by editing, deleting, moving or locking/unlocking the selected attachment.Figure 3 – Meeting attachments tab
Note that you can customise your table view by clicking the edit button at the bottom of the attachment table or navigate to this same spot to add more attachments to this meeting. Here, you can also export this attachment list to Excel or CSV files. At the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).Comments
This tab shows an asset listing of all of the comments that users have made on this meeting, as shown in Figure 4. By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few. From the Actions column of this comments table, you can act on individual comments by editing or deleting the selected comment.Figure 4 – Meeting comments tab
Note that you can customise your table view by clicking the edit button at the bottom of the comment table or navigate to this same spot to add more comments to this meeting. Here, you can also export this comment list to Excel or CSV files.Decisions
This tab shows an asset listing of all of the decisions that have been added to this meeting, as shown in Figure 5. By default, this table will present you with a number of details about the decisions such as it’s context, title, description, user’s who agreed to it and it’s current state, to name a few. If you select the link in the decision column, you will navigate into that decision’s view page. From the Actions column of this custom fields table, you can act on individual custom fields by editing, deleting, escalating or moving the decision.Figure 5 – Meeting decisions tab
Note that at the bottom of the table you can add more decisions manually or import multiple from a CSV file, or customise your table view by clicking the edit button to show or hide certain information. From here you can also export this list to Excel or CSV files.
Details
This tab shows the details for the selected meeting such as it’s agenda and minutes, as shown in Figure 6.Figure 6 – Meeting details tab
These fields may allow for inline editing although these permissions may be linked to your access rights. If you feel that you should have access to some of these permissions, contact your System Administrator.
History
This tab shows shows some basic history of the meeting, as shown in Figure 7. By default, this tab will present you with a number of details about the meeting’s history such as the creation date, creation user, last update date and last update user. If the meeting has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.Figure 7 – Meeting history tab
Note that you can customise your change table view by clicking the edit button at the bottom of the change table. Here, you can also export this list of changes to Excel or CSV files.