Meeting Management - Light version

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Fully manage your meetings (before - during - after) in Odoo.

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    Meeting Management - Light version

    Fully manage your meetings (before - during - after) in Odoo.

    US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

    US$ 0.00 VAT Excluded

    Not Available For Sale

      This combination does not exist.

      STORY BEHIND THE FEATURES

      ODOO BEHAVIOR

      Odoo propose the notion of calendar to organize your day but do not propose a full meeting app.

      CLUEDOO BEHAVIOR

      You can fully manage your meeting:

      Before: create draft - submit & invite people - send reminder - define agenda & target time.

      During: get the watch & the live cost of your meeting based on the participants.

      After: close your meeting with accrual hours (based on the watch or manually filled), make the MOM (internal & external MOM) then print it or send it by email and close the meeting.

      MODULE+

      You can connect this app with timesheet to create timesheet activities based on the meeting info.

      BUSINESS CASE

      Meeting management and meeting optimization is more and more a key point for company organization.

      In addition of standard meeting management, watch & cost is an easy way to sensibilize your teams about efficient meetings and making a decision.

      CLUEDOO RECOMMENDATION

      We recommend to install the meeting app on 100% of the database.

      According your organization, you can define your internal process - just manage After meeting and MOM or make a full meeting management.

       

      OUR FEATURES AS SOLUTION

      Add Meeting Summary

      Target Cost field, Estimated Duration field, Actual Cost field, Total Actual Duration field

      Add Meeting Type field and Important Category field

      Meeting type determines a meeting need a double validation or not

      Create calendar event (meeting) 

      Only meeting officer or manager can submit, approved and confirm meeting and only meeting manager who can double validate meetings

      Add three types of MOM printout

       

      HOW TO USE THIS MODULE ?

      Groups

      On user, we have group for meeting as officer or manager




      Contact

      Fill in Category and standard Rates in Meeting tab in Contact.


      User: Manager

      Go to Calendar → Configuration → Meeting Presence Category - Create a new Meeting Presence Category


      Go to Calendar → Configuration → Meeting Role Category - Create a new Meeting Role Category


      Go to Calendar → Configuration → Meeting Type - Create a new Meeting Type

      Check Meeting Double Validation for double approval.


      User: User / Officer

      Go to Calendar → Create new meetings. Fill in calendar event / meeting details. Fill in Meeting Type and Important Category field in Meeting Details.




      After saving a meeting it will automatically generate invitation, edit and fill the invitations.
      Then Validate the meeting.




      Meeting Status
      The meeting has status: Draft, Submitted, Approved. No more in v16 and onwards


      Use Agenda
      Go to Option and tick on the box Use Agenda, then we will have Agenda where we are able to set subject, speaker, target duration, and actual duration of the meeting



      Stopwatch Time

      We can start meeting and count the time using stopwatch. We pause and stop meeting as well





      When we stop meeting, we can allocate time for each agenda