Meetings Overview

Article sections

    Introduction

    The BizGaze’s “Meeting App” helps conduct official meetings between employees and customers. At the same time, the conversations carried on in the meetings can be recorded as comments.

    Stage Workflow:

    The default stages are:

    Stage Name Stage Description
    Active The meeting is going on.
    Created The meeting is created but not posted.
    Completed The meeting was completed.
    On Hold The meeting is on hold.
    Aborted The meeting was rejected.

    Portlets & Widgets

    In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Meetings App.

    Details

    This section contains basic details about Participants, Schedules and Addresses of the Meeting

    Field name Description
    Meeting subject Displays subject of the meeting. It defines the objective of the meeting held for the Employees and Customers
    Start date/Time Displays Start time and Date of the meeting
    End date/Time Displays Ending time and Date of the meeting
    Description Comments or short notes about the Meeting are displayed

    References

    This Widget contains Meeting Reference details

    Video conference

    User can join the Meeting by clicking on ‘Join Meeting’ option

    Expenses

    An expense is the cost incurred by a company or an individual in the process of generating revenue or earning income.

    Field name Description
    Expense name Displays the name of the Expense. It refers to the name or description given to a particular expense incurred by a company or individual
    Created by Displays name of the user who created the Meeting
    From/To date It refers to the period of time during which the expense was incurred or the services were provided.
    Amount The total monetary value of the expense incurred during the period specified

    Meeting Address

    This Widget contains address details where the meeting takes place and with GPS coordinates user can view the Meeting location on the maps

    Participants

    This Widget contains Participant details of the Meeting

    Field name Description
    Contact name Displays the (SPoC) contact person name for the Meeting
    Email Displays email address of the contact person
    Phone Phone number of the contact person

    Co Hosts

    This Widget shows the Co Host details of the Meeting.

    Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.

    Field name Description
    Comments User can write short notes or comments about the Meeting
    Audit
    Created date Date when the Meeting is created
    Created By Name of the person who created the Meeting
    Last Updated Date Last stage changed of the Meeting
    Last Updated by Name of the person who last updated the stage
    Status Displays the current status of the Meeting
    Time-Line This widget tracks all the activities within the app.

    Reports

    A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents. 

    1. Meetings Report
    in Meetings
    Table of Contents