Import old meeting discussion items

Discussion items from previous meetings can only be imported into this section and they cannot be entered manually. Sage Construction Management provides a complete audit trail, showing the original discussion along with all comments from previous meetings.

Open the meeting details

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Meetings in the Documentation section.
3. Select the meeting number from the list.

Import old business items

1. In the Old Business Items section, select Import.
2. Optionally, select one or more of the following options to filter previous meeting items:
   • Type
   • Meeting #
   • Status
3. In the Select Meeting Items section, select one or more items from the list.
4. Select Add & Close.

Update and add comments to old business items

After old business items are imported, you can add additional comments and update their status as needed.

1. In the Old Business Items section, select the original item number from the list.
2. Optionally, review the Original Discussion and Prior Meeting Discussion Comments.
3. In the Current Meeting Discussion Comments section, enter any additional comments.
4. Optionally, update the responsible Company and Contact.

5. Optionally, update the Due Date as needed.

   By default, the due date from the previous meeting is automatically carried over during import.

   Old business items will appear in the Documentation Calendar and Alerts for as long as they're open.
6. Optionally, in the Status and Conclusion Comments section, select the Closed checkbox if the meeting item has been closed and enter your comments in the available field.

   Items marked closed do not appear in the Documentation Calendar.

7. Select Save & Close.