Company > Configure Meeting Types

In order to create and manage the meeting types available in your system:

ACCESSING MEETING TYPES

  • Log into HammerTech (if you are not already logged in)
  • Navigate to the left menu panel and click on Administration
  • Now locate and click on Meeting Types
  • CREATE NEW: Click on the blue + symbol in the top right corner
  • EDIT EXISTING: Select an existing Meeting Type from the list on the screen

MEETING TYPE DETAILS

  • Enter a Name for the Meeting Type you are creating
  • To allow contractors to create this Meeting Type themselves, tick 'Is Employer Allowed To Create'
  • To include the ability to allocate Location/s against attendees, tick 'Is Attendee Locations Enabled'
  • To allow meeting sign in via the Sign-In App, click Allow Option For Signatures Through Sign-In App

mceclip0.png

APPLICABLE PROJECTS

  • Choose which Project/s you want this Meeting Type associated with

mceclip1.png

AUTOMATICALLY ADD TO FUTURE PROJECTS

  • Choose whether you would like this Meeting Type added to newly created projects
  • You can choose to add it to none, all or only in specific projects

mceclip2.png

CUSTOM FIELDS

  • Add and enter any custom fields using the Add Field button
  • These fields appear when you first create the meeting, and when you go to edit while the meeting is still marked as Incomplete
  • Select the type of field from the drop-down menu (Free Text; Text Area; Checkbox; Yes/No; Yes/No/NA; Date; Time; DateTime; Expiry Date; Image/Picture Upload; Image/Picture Download; File Download; File Upload; Heading; Section Break; Large Readonly Text; Expandable Text; No Margin Text; Signature Only; Signature With Name; Sub Form)
  • Select if the 'Field is Compulsory' (Here you can also move the field up or down and delete it if required) 
  • Select from the permissions on who has access to either view or edit the field and if the report for that field is either a summary or detailed
  • Continue to add fields as required

    NOTE: For more detailed info about Custom Fields CLICK HERE

mceclip3.png

SYSTEM FIELDS

  • Select what system fields you would like to appear on the Meeting form by selecting Include Only (select those that you wish to include) or Exclude Only (select the fields that you don't want to include), or leave the option on None to show all system fields

mceclip4.png

FINISHING OFF AND SAVING THE MEETING TYPE

  • Once Completed, select Create, or Save Changes if editing an already existing Meeting Type
  • If you wish to allow Observations to be raised in the Meeting, make sure there are Observation Types configured (under Administration > Observation Types) that have the Can Raise In Meetings checkbox ticked
Was this article helpful?
0 out of 0 found this helpful

Articles in this section

See more
Visit our website
For more information on our products and services
Support hours
7:00am - 6:00pm AEST Monday to Friday
Contact Us
Click here to view our contact information