Meeting Management - Light version
Fully manage your meetings (before - during - after) in Odoo.
Meeting Management - Light version
Fully manage your meetings (before - during - after) in Odoo.
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+
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 ?
Dependencies
Lock Email Template
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.
The meeting has status: Draft, Submitted, Approved. No more in v16 and onwards
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
Print Meeting Report
We can select report to print
Send MOM by Email
We have option to send Minutes of Meeting by e-mail for internal or public. No more send public mom from v16 and onwards.
SCHEDULE ACTIVITY
Can create and find schedule activity in calendar meeting. No more scheduled activity for v16 onwards.
CLUEDOO BEHAVIOR
Odoo does not have schedule activity on calendar meeting
