Step

Action

Comment

1

Use the navigation buttons to find a new or existing meeting record

2

Select the meeting title, date and attendees.

See setting meeting titles if the title you want does not exist.

3

If the meeting is an ISO 9001, 14001, etc., meeting, click on the  button

 A standard set of headings will be entered

4

Enter the heading in the first box

5

Enter the minuted item in the next box

Note that this is limited to 255 characters. If you need more, then see "Entering a new line" below.

6

Click on the Action button if you want to assign actions related to this item.

7

Move to the next record

8

If the heading is the same as the previous item, repeat step 4. Otherwise, alter the heading.

The heading will be automatically entered.