Reopen and Clone Meeting Minutes
Similar to field reports, you have the option to reopen and clone meeting minutes.
Reopen
Step 1: Click the three dots to the left of the 'Clone' button and select 'Reopen'
The meeting minutes will now be reopened so you can modify any information within the minutes or on the cover page.
Only the latest issued meeting minutes can be reopened. Ie; if meeting minutes #6 have been issued and distributed, you cannot reopen meeting minutes #5.
Cloning Meeting Minutes
Similar to field reports, you can clone your meeting minutes to carry items forward and accurately track the history of your meetings throughout the duration of the project.
Step 1: When you are ready for your next meeting, simply click the 'Clone' button on the most recently issued meeting minutes.
Step 2: The number of the meeting will automatically be updated, and so will the section number.
The section numbers will match the # of the meeting minutes. The item numbers will remain from the meeting minutes they were created on. This helps to track the history of the item.
Step 3: Start from where you left off! Continue adding/revising items, change their status, delete them, drag and drop to rearrange, etc...
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io