Manage and document your meetings with Meeting Manager. Comply with quality system directives for management review, safety, Kaizen, Design Review and other periodic meetings.

Common meeting types may also include Design Reviews, Trend Analysis Reviews, Safety Meetings, Environmental Reviews, Strategic Planning, Product Development and Export Controls Review and Mitigation.

For instance, create a management review agenda, store meeting minutes and identify action items, adverse trends and other problems or nonconformities that may require corrective action, resolution or follow up. Agenda, minutes and actions are stored inter-related and easy to manage. Includes audit trail, permissions and customization capabilities.

Set up templates for recurring or frequent meetings where the same topics are reviewed each period. Copy a previous meeting instead of starting new. Create a new meeting when necessary.

Reporting features for meeting manager are similar to other Quality Data Bay products and use filters to narrow a search or to report specific information from several meetings.

Schedule

Create agenda

Record minutes

Record open actions

Approve and close meeting

Assign open actions

All actions closed

Searching for a record is easy. In Tree Mode, you can group records by:

• Status
• Meeting type
• Department
• Meeting date
• Initiator

You can choose to show only open records, closed records, or open and closed records.

In Find Mode, you can query records by title or text string. A reference such as an audit or trend chart  can be used to group like records to facilitate finding those records later. A text string can also be used to locate a record.

For instance, you need to recall a meeting report from 2013, type 2013 into the Text String field and select the text field labels most likely to contain the text. The search results will produce a record list of exact matches.

The third search type is Jump to Record. Use this feature when you already know the title or ID number of the record. The database will jump directly to that record.  

The following reports can be created from the Reports Menu:

• Summary Meeting Report
• Specific Meeting Report
• Action Report
• Audit Trail Report
• Customization Audit Trail Report
• Reference Number Report

Report Filters are available to zoom in on only the records you wish to see.

The Grouping and Sorting function helps you to organize the data presented in your report.

The Save Filter feature allows you to save report queries that are run frequently. It’s easy to Load a saved filter to run a weekly or monthly report.

Built-in customization includes:

• Setup and Edit Personnel Information
  • Assign permission levels
  • Assign Title and Department
  • Electronic signature
  • Password duration/ reset
  • Includes datasheet view to edit data like a spreadsheet
• Title Aliases
• Tab and Process Aliases
• Vital Statistics Aliases
• Action Numbering to establish record identification numbers
• Fiscal year start date
• Document directory setup
• Notification setup
• Export data to file
• Meeting Types

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