Select the NEW button

Select the org where this Plan and report needs to belong. Choose Meeting Plans & Meeting Plan. Hit the Chevron to proceed

Enter a title for the meeting Plan

Choose an allowance for the expediter

Select the relevant department(s), Meeting Type and Management system as required

Enter details of the meeting agenda

Summarize the event title, name location and add the invitees using the Directory lookup

Enter time zone and times and dates for start and end of the meeting plan and a description of the time plan

If in the Meeting Minutes you create actions they will be displayed here in the Actions Register as links.  You can attach an agenda in attachments and also any associated items from within Cpro modules

You can copy others outside of the invitees.  When ready you can submit this for acceptance

Open the plan in read mode and scroll down to the Meeting Minutes section to create the minutes document. You can also create Notes as required

Once created, the meeting minutes will inherit the title and allow you to change the due date. It also displays a link to the Meeting Plan

Summarize the meeting outcome and also explain if any invitees were not present

If you want to use the CAPA module to create your actions you can do so by using this section.  Once this meeting minutes form is saved, in read mode you will see displayed here a 'Create Action' button to create as many actions as you need which will then be displayed in the Actions register section

You can attach a minutes report here and also any associated items relevant to the meeting. If you prefer not to use the CAPA module for handling of actions then you can make attachments here describing the actions generated

You can choose additional people to receive copies and also create a read restrict by checking the Read Restriction box and specifying those people who can read this document. When ready you can submit for approval.