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'
- Note: Locations must be setup within a projects Location Hierarchy, for this functionality to be available. See either Project > Importing Location Hierarchies or Project > Setting Up Location Hierarchies.
- To allow meeting sign in via the Sign-In App, click Allow Option For Signatures Through Sign-In App
APPLICABLE PROJECTS
- Choose which Project/s you want this Meeting Type associated with
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
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
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
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
