Coalition/Partnership & Staff Meetings

The Coalition/Partnership & Staff Meetings module allows the county/provider to record any meetings that may occur between Coalitions and/or between Staff members.

 

1.       Click Capacity from the main menu.

2.       Click Coalition/Partnership & Staff Meetings from the submenu. 

3.       Click Add from the left toolbar.

4.       There are two types of meetings that can be entered in the Coalition/Partnership & Staff Meetings module,  or .  Select the type of meeting you wish to enter.

5.       If you selected , use the following instructions:

a.       Select the Coalition/Partnership Name* from the dropdown list.

b.      Select the Coalition/Partnership Subcommittee* from the dropdown list.

*Note: Selections for this dropdown field will be available once a Coalition/Partnership Name has been selected.

c.       Type in the Meeting Date*, as mm/dd/yyyy, of the coalition meeting.

d.      If desired, select the Start and End Times of the meeting.

e.      Select the members who attended the meeting from the Select Members section

                                             i.            Click on the  next to Add Members to view all of the Coalition Members registered.

*Note: Once the members are in view, the  becomes a .

                                           ii.            Select those members that attended the meeting by checking the box next to the member’s name.

*Note: If all members attended the meeting, clicking the Check All selection will check all of the member names.

a)       To remove a member, uncheck the member’s name.

f.         You have an opportunity to upload any agenda or task documents that may be associated with this meeting. 

i.         Click the  button next to Upload Agenda or Upload Task.

ii.       Click the  button to search for the document you wish to insert. 

iii.      Click the  button to add the document to the meeting.  Click  if you do not wish to insert a document.

iv.     The document will be uploaded to the service.  Click on the link to open the document.

*Note: The link will be displayed similar to agenda.pdf.

g.      Type in any additional information regarding this meeting in the Notes field.

6.       If you selected , use the following instructions:

a.       Type in the Meeting Date*, as mm/dd/yyyy.

b.      If desired, select the Start and End Times of the meeting.

c.       Select the staff members who attended the meeting from the Select Members section.

                                             i.            Click on the  next to Add Members to view all of the staff members registered.

*Note: Once the members are in view, the  becomes a .

                                           ii.            Select those members that attended the meeting by checking the box next to the member’s name.

*Note: If all members attended the meeting, clicking the Check All selection will check all of the member names.

a)       To remove a member, uncheck the member’s name.

d.      You have an opportunity to insert any agenda or task documents that may be associated with this meeting. 

i.          Click the  button next to Upload Agenda or Upload Task.

ii.         Click the  button to search for the document you wish to insert. 

iii.        Click the  button to add the document to the meeting.  Click  if you do not wish to insert a document.

iv.       The document will be uploaded to the service.  Click on the link to open the document.

*Note: The link will be displayed similar to agenda.pdf.

e.      Type in any additional information regarding this meeting in the Notes field.

7.       Click Save.  If you do not want to save any changes, click Cancel.

 

Tips

·         When switching between the two tabs (Coalition or Staff), any data that has been entered will be lost if it is not saved prior to switching tabs.

·         When entering a Coalition meeting, there is a group called General in the Coalition Subcommittee dropdown list.  This is used when all members of a Coalition Organization attended the meeting. 

 

 

Editing a Coalition/Partnership & Staff Meeting

1.       Click Capacity from the main menu.

2.       Click Coalition/Partnership & Staff Meetings from the submenu. 

3.       From the Listing page, select the meeting that you wish to edit by clicking the  button.

4.       The Meeting will appear in the edit mode.

5.       Make any changes needed to the form.

6.       Click Save.  If you do not want to save any changes, click Cancel.

 

 

Deleting a Coalition/Partnership & Staff Meeting

1.       Click Capacity from the main menu.

2.       Click Coalition/Partnership & Staff Meetings from the submenu. 

3.       From the Listing page, select the meeting that you wish to delete by clicking the  button.

4.       The Meeting will appear in the edit mode.

5.       Click Delete from the left toolbar.

6.       Click OK when asked “Are you sure?”.  If you do not want to delete this item, click Cancel.