Editorial Meetings

Meetings can track meeting dates, attendees & titles discussed. The title list can be manually manipulated, but is intended to be selected by workflow status from Editorial.

Selecting Meetings from the main Editorial menu will take you to the screen where you can set up your meetings and see the list of already created ones:

To create a new meeting, click on Create New and you will be taken to the screen where you can set up a new meeting: 

First, a pop up window will come up asking you to select a type of meeting from the meeting types you have already set up within Editorial Admin:

When a meeting type is selected, you will be take to this screen:

Select the Department from the drop-down menu, add Top Level Notes which will be visible on the main Meetings list, select the Meeting Date, and click on everyone you wish recorded as Attended by.

The system will automatically populate the To Discuss fields depending on the status of the titles. These you can also edit manually.

Clicking on the book symbol , you will be taken to the title page where you can see or edit all the book details.

Clicking on this symbol will take you to the Profit&Loss screen where you can view the financial aspects of your project.

Depending on the title's current workflow and status, a range of statuses will be available to select. Only valid actions will be displayed. In the example below, both titles have 'Reject' as their next available statuses. If the current user does not have permissions to progress the title to a new state, then they will not be able to select the next status.

Selecting the next status to move a title onto (in this example, Reject), will move the title to the Discussed tab:

You can manually add another title to the meeting by clicking on Add another title, and you can delete a row by clicking on a bin symbol in front of a row you wish to delete. 

When finished with creating a new meeting, click on the Create button. If you have been editing an already existing meeting, click on the Update button.