TABLE OF CONTENTS

I. Attendance on the Meeting Page

II. Where is it used?


I. Attendance on the Meeting Page

Attendance to a meeting can be marked on the meeting page. This is a handy, quick reference to see who did or did not attend a meeting. The attendance taken here is a simple toggle on or off. More detailed attendance can be taken within free-form minutes (please refer to Related Articles for more information regarding meeting minutes)

To take attendance from the meeting page:

  1. Navigate to the meeting page

  2. Scroll down to the People section

  3. Click the check mark next to the appropriate name under the Attendance column

    1. Green is checked (attended)

    2. Grey is unchecked (did not attend)

II. Where is it used?

Attendance on the meeting page is a quick, handy way to see who attended the meeting. Attendance on the meeting page is also used in, and for, the following:

  1. Classic Minutes (legacy plans only)

    1. Meeting page attendance is noted in the classic minutes (legacy style minutes prior to July of 2021 - the current free-form minutes includes attendance within the minutes themselves)

    2. Please refer to Related Articles for more information regarding legacy / Classic minutes

  2. Member Reports

    1. Click Reports from the main menu panel

    2. Click Member Reports under People on the Reports page

    3. Click Attendance from the Report drop-down

    4. Please refer to Related Articles for more information on reports

  3. Meeting Reports

    1. Click Reports from the main menu panel

    2. Click Meeting Reports under Meetings on the Reports page

    3. Click Attendance from the Report drop-down

    4. Please refer to Related Articles for more information on reports


Related Articles

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