Meetings

From MintHCM Wiki

Meetings
Name: Meetings
Tech Name: Meetings
Class Name: Meeting
Type: Standard
Template: Security_groups, Assignable, Basic
Custom Module: No
Auditable: No
Importable: No
Reportable: Yes
Hide module on Main Page: No

Short Description

The module in which the user plans and manages meetings: adding participants, date and time of relations to other modules.


Screens
  1. MintHCM - Meetings - Detail view.png
  2. MintHCM - Meetings - Edit view.png
  3. MintHCM - Meetings - Reminders.png
  4. MintHCM - Meetings - Scheduling panel.png
  5. MintHCM -Meetings - Listview.png


Business Description

The meeting module is one of the basic modules in the MintHCM system. It is used to plan meetings with both external and internal recruitment interviews, planning, setting reminders, inviting people who will take part and adding relationships to records from other modules. When creating a new Meeting, user has many options for editing the record. The importand is to fill in the fields:

  • Subject - topic of the meeting
  • Type - where the user sets whether it is a meeting with a client or an internal one
  • Date of the beginning and end of the Meeting
  • Reminder - which is optional but very useful
  • Status - whether the meeting was scheduled, held or not
  • Location - the place where the meeting will take place
  • Relation - these are links with records from other modules that the meeting will refer to

An extensive functionality in the module is a reminder that allows you to send in the form of a popup or e-mail relevant information about the upcoming Meeting to all people added to the record. A useful functionality of the module is the periodic creation of meetings, thanks to this function the user can schedule meetings at such intervals and in the amount that he needs. In order to create meetings periodically, it is enough that in the Repeat field the user sets the repetition interval: daily, weekly, monthly, yearly. To add participants to the meeting, the user must go to the panel below called Scheduling. This panel shows all users who have been added and their meeting schedule on the day on which it is entered in the start date field. To add a participant, user must first find it in the system, a search engine is used for this, in which we can filter users by first name, last name or e-mail address, an additional search option is the Resource name field which is associated with the Resources module.

Custom Actions

Action Type Short Description
Close Meeting Other Change Meeting status to 'Held'

Processes

Related Processes

ProcessShort Description
Add call/meeting reminder processThe process of creating a reminder in the form of a popup or e-mail that informs participants about a potential phone call or meeting.
CalendarIt is a functionality that allows the user to manage and track time in terms of meetings, working times, calls, holidays.
Resource ManagementAssets management and resources booking
Time ManagementThe process of planning the time spent on various activities, which aims to increase the efficiency of the time used

Related Process Steps

Related Features

Affected by

Name Type Short Description Affected Fields Initiating Fields Initiating Modules
Feature:Close all related Meetings Automation On save, when Training status is changed to 'Held', all Meetings related to that Training also change their status to 'Held' Status Status Trainings
Feature:Create a related Meeting to each Training on Onboarding/Offboarding generation Automation On Onboarding/Offboarding generation, for each Training related to Onboarding/Offboarding Template, a new meeting is created related to that Training.
Feature:Meetings - date start - Validation IsBefore Validation This is a simple validation of the meeting start date field, which cannot be later than the end date. Start Date End Date Meetings

Initiating

Name Type Short Description Initiating Fields Affected Fields Affected Modules
Feature:Close all related Trainings that have other related Meetings closed Automation On save, when Meeting status is changed to 'Held', all Trainings related to that Meeting that have all other related Meetings set to 'Held', will also be set to 'Held' Status Status Trainings
Feature:Meetings - date start - Validation IsBefore Validation This is a simple validation of the meeting start date field, which cannot be later than the end date. End Date Start Date Meetings

Related Integrations


Structure

Fields


Name Type Required Validations Visible Editable
Accept Link varchar No Yes Yes
Accept Status varchar No Yes Yes
Address varchar No Yes Yes
Assigned to relate No Yes Yes
Created By relate No Yes No
Date Created datetime No Yes No
Date Modified datetime No Yes No
Description text No Yes Yes
Direction enum No Yes Yes
Display URL url No Yes Yes
Duration enum No Yes Yes
Duration Hours int Yes Yes Yes
Duration Minutes int No Yes Yes
Email Reminder bool No Yes Yes
Email Reminder Time enum No Yes Yes
Email reminder sent bool No Yes Yes
End Date datetimecombo No Yes Yes
External App ID varchar No Yes Yes
Geocode Status varchar No Yes Yes
Google Event ID varchar No Yes Yes
Host URL varchar No Yes Yes
LBL_REPEAT_PANE varchar No Yes Yes
Last Google Sync Timestamp int No Yes Yes
Latitude float No Yes Yes
Location varchar No Yes Yes
Longitude float No Yes Yes
Meeting Creator varchar No Yes Yes
Meeting Password varchar No Yes Yes
Meeting update sequence int No Yes Yes
Modified By Name relate No Yes No
Outlook ID varchar No Yes Yes
Parent Type parent type No Yes Yes
Recurring Source varchar No Yes Yes
Related to parent No Yes Yes
Reminder Time enum No Yes Yes
Reminders function No Yes Yes
Reminders bool No Yes Yes
Repeat enum No Yes Yes
Repeat Count int No Yes Yes
Repeat Dow varchar No Yes Yes
Repeat Interval int No Yes Yes
Repeat Until date No Yes Yes
Start Date datetimecombo Yes Yes Yes
Start/Join Meeting varchar No Yes Yes
Status ColoredActivityStatus No Yes Yes
Subject name Yes Yes Yes
Type enum Yes Yes Yes

Relationships

LaftTypeRightShort DescriptionRelationship
Candidatesone-to-manyMeetingsFlex relate used in CandidateRelationship: Candidates - Meetings
Candidaturesone-to-manyMeetingsFlex relate used in CandidatureRelationship: Candidatures - Meetings
Emailsone-to-manyMeetingsOne Email record can have many related Meeting records, but a specific Meeting record can be related to only one Email record.Relationship: Emails - Meetings
Meetingsone-to-manyConclusionsOne Meeting record can have many related Conclusions records, but a specific Conclusions record can be related to only one Meeting record.Relationship: Meetings - Conclusions
Meetingsone-to-manyNotesFlex relate used in MeetingRelationship: Meetings - Notes
Meetingsone-to-manyReservationsFlex relate used in MeetingRelationship: Meetings - Reservations
Projectsone-to-manyMeetingsFlex relate used in ProjectRelationship: Project - Meetings
Project Tasksone-to-manyMeetingsFlex relate used in Project TaskRelationship: ProjectTask - Meetings
Recruitmentsone-to-manyMeetingsFlex relate used in RecruitmentRelationship: Recruitments - Meetings
Usersone-to-manyMeetingsSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - Meetings
Usersone-to-manyMeetingsSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - Meetings
Usersone-to-manyMeetingsSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - Meetings

Mentioned in other articles


Technical Description

Dev Notes