Advanced Meeting Management
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-eve-0004-advanced-meeting-management-5159$ 201.15
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Calendar (calendar)
• Contacts (contacts) • Invoicing (account) • Discuss (mail) • Employees (hr) • Project (project) |
| Lines of code | 1451 |
| Technical Name |
fal_calendar_meeting_ext |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-eve-0004-advanced-meeting-management-5159 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Calendar (calendar)
• Contacts (contacts) • Invoicing (account) • Discuss (mail) • Employees (hr) • Project (project) |
| Lines of code | 1451 |
| Technical Name |
fal_calendar_meeting_ext |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-eve-0004-advanced-meeting-management-5159 |
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo proposes a calendar to organize your day, but does not propose a full meeting app.
CLUEDOO BEHAVIOR
You can fully manage your meeting:
Before: create draft - submit & invite people - send reminder - define agenda & target time.
During: get the watch & the live cost of your meeting based on the participants.
After: close your meeting with accrual hours (based on the watch or manually filled), make the MOM (internal & external MOM) then print it or send it by email, and close the meeting, or create timesheets from the meeting
MODULE+
BUSINESS CASE
Meeting management and meeting optimization are more and more a key point for company organization.
In addition to standard meeting management, watch & cost is an easy way to sensitize your teams about efficient meetings and making decisions.
CLUEDOO RECOMMENDATION
We recommend installing the meeting app on 100% of the database.
According to your organization, you can define your internal process - just manage after a meeting and MOM, or make a full meeting management.
OUR FEATURES AS SOLUTIONS
Add Meeting Summary
Target Cost field, Estimated Duration field, Actual Cost field,
Total Actual Duration field
Add Meeting Type field and Important Category field
Meeting type determines whether a meeting needs double validation or not
Create calendar event (meeting)
Only the meeting officer or manager can submit, approve and confirm meetings, and only the meeting manager can double validate meetings
Add three types of MOM printouts
Create timesheets from a meeting and automatically link to a project
HOW TO USE THIS MODULE?
Dependencies
Lock Email Template
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1. Settings
Go to
Settings
> Select User, you can set the role for the user to manage Meeting: Blank, Officer, Manager
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2. Contacts
Fill in the Category and Standard Rates under the Meeting tab in Contacts |
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3.
Go to Calendar > Configuration > Meeting Presence Category/ Meeting Role Category/ Standard Rates > Create New (Manager only) If User: Blank > No permission to read Meeting Presence Category/ Meeting Role Category/ Standard Rates If User: Officer > Has permission to read only Meeting Presence Category/ Meeting Role Category/ Standard Rates If User: Manager > Has permission to read, create, edit, and delete Meeting Presence Category/ Meeting Role Category/ Standard Rates |
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4. Meeting Types
Go to Settings > Technical > Calendar > Meeting Types > Create a new Meeting type |
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5. New Meeting
Go to Calendar > Create new Meeting > Fill in necessary information of the meeting (Name, Date & Time, Location, Description, Attendee, etc.) |
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6. Invitations
After saving a meeting, it will automatically generate an invitation, user can edit and fill in the invitation from the Invitations tab |
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7. Use Agenda
Check the box 'Use Agenda', a new 'Agenda' tab will appear If User: Blank > Agenda Tab won't be displayed (even if the Use Agenda checkbox is checked) If User: Officer
> Can view only the Agenda tab
If User: Manager > Can create new Agenda, edit information of Agenda (Subject, Speaker, Target Duration, Actual Duration) and can delete Agenda |
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8. Stopwatch time
User can use Stopwatch Time feature to record the time |
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9. Allocate Time
When clicking Pause/Stop Meeting on the Stopwatch Time, the user can allocate the actual duration to the agenda |
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10. Print Meeting report
User can select report to print |
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11. Write Minutes of Meeting (MOM)
User can access the MOM tab and freely write the MOM below |
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12. Send MOM by Email
User can send the MOM by email to the internal |
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13. Schedule Activity
User can schedule an activity from the chatter Note: removed from v16 onwards |
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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