Meetings - Create new rekord

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Revision as of 14:12, 8 November 2021 by Zajacl (talk | contribs)

Info
Process Name Meetings - Create new rekord
Process Type ⧼ev-Business Process⧽
Related Processes Page Forms permissions test
Related Modules Tasks, Project Tasks, Recruitments, Candidates, Candidatures, Offboardings, Onboardings
Meetings - Create new rekord

Short Description

The process of creating a new meeting.


Description

To create a new meeting, the user must go to the Meetings module and click the schedule meeting button. After clicking the button, the fields needed to create the record appear.

Meetings-List view
Meetings-Create view

The fields that the user fills in when creating an Appointment are:

  • Subject - a field in which the user provides the subject of the Meeting
  • Status - a field in which it is set whether the meeting is scheduled, held or not held
  • Type -

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