Welcome to our comprehensive guide on documenting meeting minutes using Sage Construction Management. I'm Tori, and I'll be walking you through the process of using the meeting minutes feature to ensure that your project meetings are recorded accurately and efficiently.

Preparing for Meeting Minutes

Before diving into the meeting minutes, it's essential to prepare your project directory and feature settings to tailor the documentation to your needs.

1. Access feature settings by clicking on the designated area.
2. Navigate to the documentation section to modify your meeting types.

Recording Meeting Minutes

Selecting Your Project

1. Go to the 'Projects' section and choose the relevant project.
2. Scroll to the 'Documentation' subsection and select 'Meetings'.
3. Review the meeting minutes section before proceeding further.

Verifying Project Team Members

1. Return to your project home and navigate to the 'Project Team'.
2. Check your directory to confirm all necessary attendees are listed.
3. If someone is missing, use the 'Actions' button to add them manually.

Adding Meeting Details

1. Within the 'Meetings' section, select 'Actions' and then 'Add'.
2. Fill in the project number, which will be auto-populated.
3. Attach the prime contract if necessary (optional).
4. Enter the meeting number, type, date, start and finish times, location, and subject.
5. Scroll down to input the facilitator's company and contact details, which can be edited if required.
6. Specify the meeting purpose and attach any hyperlinks or photos as needed.

Managing Attendees and Files

1. Import prior meeting attendees or from directory contacts.
2. Select all attendees and uncheck those who were absent, or check off the individuals who were present.
3. Add or search for attendees in the provided search bar.
4. Add files or link existing files, or choose to skip this step.
5. Finalize the details to create your meeting record.

Conclusion

By following these structured steps, you can effectively document your project meetings within Sage Construction Management. This ensures all pertinent information is captured and organized for future reference.

Troubleshooting

If you encounter any issues while documenting meeting minutes, consider the following tips:

• Ensure you have the correct permissions to add or modify meeting details.
• Verify that all attendees are correctly listed in the project directory to avoid discrepancies.
• Check internet connectivity if you experience problems attaching files or hyperlinks.