Creating Meetings

Purpose

As a Meeting Owner, you create Management Review Meetings in QMS.

Prerequisites

Installation Package: CQ Core, CQ Management Review Dashboard Extension

Product: QualityQuest

Function: Meetings-Management Review

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Management Review Meeting Owner PSG

Steps

1. Open the Meetings tab. Then click New.

2. Select Record Type: Management Review. Then click Next.

3. Specify this information:

   • Title
     Specify the meeting title.

   • Meeting Date
     Specify the meeting date. The date can be in the past if the meeting already took place.

   • Previous Meeting
     Specify the previous meeting date, if applicable.

   • Org. Division
     Specify the Org. Division, if applicable.

   • Org. Business Unit
     Specify the Org. Business Unit, if applicable.

   • Org. Region
     Specify the Org. Region, if applicable.

   • Org. Site
     Specify the Org. Site, if applicable.

   • Location
     Specify the location, if applicable.

   • Meeting Objective
     Specify the meeting objective, if applicable.

   • Meeting Agenda
     Specify the meeting agenda, if applicable.

   • Meeting Minutes
     Specify the meeting minutes, if the meeting already took place.

   • Meeting Decisions
     Specify the meeting decisions, if the meeting already took place.

4. Click Save. To create a new Meeting, click Save & New.

Expected Outcome

• The Management Review Meeting is created and assigned a unique number.

• The Meeting record is in a Draft Status and Stage.

• The Meeting Owner is set to the user who created it.

• Start button appears in the Next Best Actions section.

Additional Resources

ComplianceQuest

• Adding Meeting Attendees

• Starting Meetings