ICS 230 – Daily Meeting Schedule

The Daily Meeting Schedule is used to record daily scheduled meetings. This form should be included in the Situation Display. For help using general form functions (e.g. Create/Open Version, Save, etc.) and accessing preloaded versions, see the General Form Functions page.

Contents

Add Meeting

Add Meetings

Get Preloaded Meetings

Set Meeting Date

Add Meeting Purpose

Add Meeting Location

View/Add Attendees

Add Attendees:

Get Personnel Data

Mark Required Attendees

Open the ICS 231 Meeting Summary Form

Add Meeting

Add Meetings

To add a new meeting click on the Add button. A new Meeting line item will appear. Free type or select the meeting name from the drop-down choices provided by clicking on the Drop-down Arrow .

NOTE: Meetings can also be added to the Daily Meeting Schedule from the Planning P. To learn more, see the Planning P page.

Get Preloaded Meetings

Information for meetings that are commonly held can be preloaded. To add a meeting using preloaded information:

Click the Get Preloads button and select meetings from the provided list.

Select meetings by clicking on the desired meeting line item(s) in the list.

Click the Clear All button to deselect all meetings.

Click OK when all desired meetings have been selected. The selected meetings will be added to the meeting schedule.

Set Meeting Date

Use the Calendar Control button to assign the meeting date and time or free type in the Date/Time field. To learn more, see the Calendar Control page.

Add Meeting Purpose

Free type the purpose of the meeting.

Add Meeting Location

Free type the meeting location.

View/Add Attendees

To view the required attendees for each meeting, click on the Attendees button . A list of positions and assigned personnel will now be viewable.

Add Attendees:

Click the Add button.

Free type or select the Position from the drop-down choices provided by clicking on the Drop-down Arrow .

Free type or select the assigned individual’s name from the drop-down choices provided by clicking on the Drop-down Arrow .

Get Personnel Data

1. To retrieve existing personnel, click the Get Personnel Data button .
2. Select which form and version to pull personnel from.

   

3. Next, select the personnel to add or click the Select All button. Click OK to bring in all selected personnel.
4. If personnel who are not part of the Attendees list have been selected, the user will be asked to confirm that these additional personnel should be added to the meeting attendees. Click Yes to bring the additional personnel into the meeting. Click No to bring in only the original list of attendees.

Mark Required Attendees

Some meeting attendees may be considered optional. Use the Check Box in the Required column to designate whether attendance at a meeting is required or optional.

Open the ICS 231 Meeting Summary Form

Clicking the Open button will open the ICS 231 Meeting Summary form for the selected meeting in a new tab. For more information on this form, see the ICS-231 Meeting Summary page.

Open the Meeting Organizer

Clicking the Meeting Organizer button will open the Meeting Organizer for the selected meeting in a new tab. For more information on this form, see the Meeting Organizer page.