Import safety meeting attendees

  1. Go to Projects and select the appropriate project in the Quick Select section.
  2. On the Project Home page, select Safety Meetings under the QC and Safety section.
  3. Select the meeting number from the list.
  4. In the Attendees section, select Import Items.
  5. Select one of the following options from the dropdown as needed:
    • To import contacts from the project directory, select Import Project Directory Contact.
    • To import attendees from previous meetings, select Import Prior Meeting Attendees.
  6. Optionally, use the Search field to filter the list.
  7. Select one or more company contacts from the list.
  8. Select Add & Close.