Meetings

• Level 1 users can view saved meeting PDFs only.
• Level 2 users can create meetings and view/open their own saved Draft or Approved meetings where they are the Completed By person.
• Level 3 users can view all meetings, upload documents, approve and email PDFs.
• Level 4 users can delete meetings, uploaded documents and linked Storage files.
• Saved records are split into Company Sites and Other / Client Sites. Company Sites opens first and Other / Client Sites starts closed. Individual site rows start closed on a fresh entry and stay open during same-page actions and when returning from a meeting form.
• Empty Other / Client Sites are hidden by default. Use Show empty sites inside that section header when you need to upload or view an external site with no meeting records yet. Company Sites remain listed.
• Search covers meeting title/type, site, completed by, attendees, business items, previous minutes, incidents and file names.
• Draft PDFs and approved PDFs show beside each record. Email automatically prefills the Site's Primary email contact where one is saved; you can still change the recipient before sending.
• Approved meetings are locked and should only reopen with Print and Close available.
• Offline Field Use: the recent 7-day meeting pack remains available for creating/saving meetings and opening recent records. Previous Meeting Minutes can use that prepared week. PDFs, email, uploads, approval and delete actions require internet.