মিটিং ম্যানেজমেন্ট (Meeting Management)

বড় করুন

The "Meeting Management" module, accessible via the "Meet The Consumer" navigation path, facilitates the comprehensive management of meetings, including attendance tracking, suggestion management, and overall meeting oversight. This module provides functionalities for searching, viewing, adding, editing, deleting, and exporting data related to meetings and their outcomes.

This section provides an overview of the module's primary function.

• Meeting Management: Indicates the central purpose of the module, which is to manage meeting-related activities.

This section allows users to search for specific meetings to view their attendance details.

• **Meeting Reference*:** Enter or select the unique reference number for the meeting. This is a required field.
• Search: Activate this button to retrieve attendance information for the specified meeting reference.

This section provides a summary of attendance for the selected meeting.

• Total Invitation: Displays the total number of invitations sent for the meeting.
• Total Attended: Displays the total number of participants who attended the meeting.
• Total Absent: Displays the total number of participants who were absent from the meeting.

This section allows users to search for suggestions related to meetings based on various criteria.

• Meeting: Select the meeting's reference number from the dropdown menu. This is a required field.
• Category: Select the category of the suggestion from the dropdown menu.
• Urgency Level: Select the urgency level of the suggestion from the dropdown menu.
• Suggestion Status: Select the status of the suggestion from the dropdown menu.
• Reset: Activate this button to clear all applied search filters.
• Search: Activate this button to apply the specified search filters and populate the "Meeting Suggestion List" table with corresponding results.

This section provides a summary of suggestions categorized by type.

• Billing: Displays the count of suggestions related to billing.
• Customer Service: Displays the count of suggestions related to customer service.
• Infrastructure: Displays the count of suggestions related to infrastructure.

The "Meeting Suggestion List" table presents a comprehensive overview of all meeting suggestions within the system.

The table includes the following columns for each suggestion entry:

Filter and Pagination

• Filter Text Box: Enter keywords to dynamically filter the displayed list of suggestions. The table will update to show only entries containing the entered text.
• Pagination Controls: Located at the bottom of the table, these controls facilitate navigation through multiple pages of results. A dropdown menu allows users to select the number of rows displayed per page. The display also indicates the count of currently selected rows out of the total available entries.

Row-Specific Actions

Each suggestion entry within the "Meeting Suggestion List" table includes actionable icons under the "Actions" column:

• View/Details Icon (Eye icon): Select this icon to display the complete details of a specific suggestion record in a read-only format.
• Edit Icon (Pencil icon): Select this icon to modify the attributes of an existing suggestion record. This action typically opens a form for data input.
• Delete Icon (Trash Can icon): Select this icon to remove a suggestion record from the system. Caution is advised: This action is irreversible. A confirmation prompt will usually appear before deletion.

Global Actions

Located in the upper-right quadrant of the screen, this button performs actions applicable to the module.

• Add New +: Select this button to initiate the addition of a new meeting suggestion to the system. Upon selection, a new form or modal window will appear, prompting the input of detailed information for the new suggestion.

The data presented within the "Meeting Suggestion List" table can be exported into various standard formats for reporting or external use:

• Excel: Select this button to download the current list of suggestions in Microsoft Excel format.
• PDF: Select this button to generate and download a PDF document of the displayed list.

• Columns Button: Selecting this button will reveal a dropdown menu, allowing users to select or deselect specific columns for display within the "Meeting Suggestion List" table. This feature enables tailoring the table view to specific preferences or reporting requirements.