Meeting Management - Light version
Fully manage your meetings (before - during - after) in Odoo.
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STORY BEHIND THE FEATURES
Odoo propose the notion of calendar to organize your day but do not propose a full meeting app.
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.
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.
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 ?
On user, we have group for meeting as officer or manager
Fill in Category and standard Rates in Meeting tab in Contact.
Go to Calendar → Configuration → Meeting Presence Category - Create new Meeting Presence Category
Go to Calendar → Configuration → Meeting Role Category - Create new Meeting Role Category
Go to Calendar → Configuration → Meeting Type - Create new Meeting Role CategoryCheck 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.
The meeting has status: Draft, Submitted, Approved
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
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