Meetings

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.

1. 
2. 
3. 
4. 
5. 

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

Process	Short Description
Add call/meeting reminder process	The process of creating a reminder in the form of a popup or e-mail that informs participants about a potential phone call or meeting.
Calendar	It is a functionality that allows the user to manage and track time in terms of meetings, working times, calls, holidays.
Resource Management	Assets management and resources booking
Time Management	The 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:Dashlet My Calendar	Miscellaneous	My Calendar dashlet is a feature of the HCM System that provides a clear overview of your work schedule, tasks, calls, and meetings. From here you can efficiently manage your time, make adjustments, and access event details with ease, ensuring better organization and productivity.
Feature:Dashlet My Meetings	Miscellaneous	My Meetings dashlet in MintHCM system is designed to assist recruiters in effectively overseeing and tracking their interactions with potential hires. This dashlet provides a unified view of all meeting records assigned to the user, streamlining meeting management and enhancing productivity.
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	bool	No		Yes	Yes
Reminders	function	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	Meetings - date_start - Validation IsBefore	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

Laft	Type	Right	Short Description	Relationship
Candidates	one-to-many	Meetings	Flex relate used in Candidate	Relationship: Candidates - Meetings
Candidatures	one-to-many	Meetings	Flex relate used in Candidature	Relationship: Candidatures - Meetings
Emails	one-to-many	Meetings	One Email record can have many related Meeting records, but a specific Meeting record can be related to only one Email record.	Relationship: Emails - Meetings
Meetings	one-to-many	Conclusions	One Meeting record can have many related Conclusions records, but a specific Conclusions record can be related to only one Meeting record.	Relationship: Meetings - Conclusions
Meetings	one-to-many	Notes	Flex relate used in Meeting	Relationship: Meetings - Notes
Meetings	one-to-many	Reservations	Flex relate used in Meeting	Relationship: Meetings - Reservations
Project	one-to-many	Meetings	Flex relate used in Project	Relationship: Project - Meetings
Project Tasks	one-to-many	Meetings	Flex relate used in Project Task	Relationship: ProjectTask - Meetings
Recruitments	one-to-many	Meetings	Flex relate used in Recruitment	Relationship: Recruitments - Meetings
Users	one-to-many	Meetings	Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.	Relationship: Users - Meetings
Users	one-to-many	Meetings	Specific Sugar user can create many account records, but specific account record can be created by only one user.	Relationship: Users - Meetings
Users	one-to-many	Meetings	Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.	Relationship: Users - Meetings