Import Old Meeting Discussion Items

Discussion Items from prior meetings can only be imported and not entered manually into this section. Sage Construction Management shows an audit trail of the original discussion and all prior meeting comments.

  1. With the Meeting details form open, navigate to the Old Business Items section.
  2. Click the Import button shown above the grid and to the right. This will refresh the page allowing old business items to be imported.
  3. Optional: Select one or more filter options for Prior Meeting Items.
    • Meeting Type
    • Meeting #
    • Meeting Item Status
  4. Select one or more Meeting Items.
  5. Click the Add or Add and Close button shown below the grid.

Adding Comments To Old Business Items

Once Old Business Items have been imported, additional comments can be added and the status updated.

  1. After importing and returning to the Meeting details form, click the Original Meeting Item # to view the details. This will refresh the page and show the meeting item details form.
  2. Optional: Review Original Discussion and Prior Meeting Comments.
  3. Navigate to the Current Meeting Discussion Comments and enter any additional comments.

  4. The Due Date that was set in the prior meeting is copied over when importing. However, this can be revised.

    Note: Old Business Items will appear in the Documentation Calendar and Alerts view as long as the item is Open (Closed unchecked).

  5. Optional: Update the Company/Contact currently responsible.
  6. Optional: If a conclusion has been made, enter the description of the resolution and check the Closed field. This will prevent the item from being shown on the Documentation Calendar.
  7. Click the Save or Save and Close button shown in the footer.