How To Check Meeting Overview / Meeting Dashboard ?

The Meeting Overview tab provides a centralized dashboard to manage and track all meetings categorized by their current status: Requests, Scheduled, Done, and Cancelled. Here’s a detailed explanation of each section and list:

1. Dashboard Summary (Display record according to 'Filter' )

• Total Requests: Displays the total number of meeting requests submitted.
• Total Scheduled: Shows the number of meetings that have been successfully scheduled.
• Total Done: Reflects the total count of meetings marked as completed.
• Total Cancelled: Indicates the total number of meetings that were cancelled.

2. Filter Options

• Filter By: Allows narrowing down meetings based on specific categories:
  • Collective: View all meetings.
  • PTM: Filters for Parent-Teacher Meetings.
  • Others: Displays meetings that are not PTM-related.

3. Lists by Status

Each tab under the overview organizes meetings based on their current status. Here’s what each tab represents:

a. Requests 

Contains all meeting requests awaiting action.

• Details Displayed:
  • Title: Subject or title of the meeting request.
  • Meeting D:T: Requested date and time of the meeting.
  • Agenda: Purpose or points of discussion for the meeting.
  • Requested Date: Date when the request was submitted.
  • Requested By: Name of the person who submitted the request.
  • Requested To: Target participant (student or employee).
• Actions:
  • Accept  Icon: Approve and schedule the meeting.
• • Reject   Icon: Cancel the meeting request.
     
  • View Detail  Icon: Check meeting detail
     

b. Scheduled 

Displays meetings that have been confirmed and scheduled.

• Filter By: Allows narrowing down meetings based on specific categories:
  • Collective: View all meetings.
  • Between Dates: Allows filtering meetings by a specific date range.
• Details Displayed:
  • Title: Title of the scheduled meeting.
  • Meeting D:T: Scheduled date and time of the meeting.
  • Agenda: Purpose or points of discussion.
  • Mode: Indicates whether the meeting is In-Person or Remote.
  • Created By: Name of the person who scheduled the meeting.
• Actions:
  • Done  Icon: Mark the meeting as completed.
• • Cancel  Icon: Cancel the scheduled meeting.
  • Reschedule  Icon: Reschedule the scheduled meeting
  • View Details  Icon: Check meeting detail

c. Done 

Lists meetings that have been successfully completed.

• Details Displayed:
  • Title: Name of the completed meeting.
  • Meeting D:T: Date and time when the meeting was held.
  • Agenda: Purpose or points of discussion.
  • Mode: Indicates whether the meeting was In-Person or Remote.
  • Created By: Name of the person who organized the meeting.
  • Note: Additional remarks or notes about the meeting.
• Actions:
  • View Details  Icon: Review details of the completed meeting.
  • Download File  Icon: Download attached file having notes or summary of the meeting (if available).
     

d. Cancelled 

Displays all meetings that were cancelled.

• Details Displayed:
  • Title: Name or subject of the cancelled meeting.
  • Meeting D:T: Scheduled date and time before cancellation.
  • Agenda: Planned purpose or discussion points for the meeting.
  • Mode: Indicates whether the meeting was In-Person or Remote.
  • Created By: Name of the person who created the meeting.
  • Note: Reason or remarks for cancelling the meeting.
• Actions:
  • Reschedule  Icon: Reschedule the canceled meeting
  • View Details  Icon: Check meeting detail

Search Functionality 

• The search bar in each list enables users to search meetings by:
  • Title
  • Agenda
  • Created By
  • Requested By
  • Meeting Date/Time
  • Any other relevant keywords.

Conclusion

The Meeting Overview tab provides an organized and efficient way to track and manage all types of meetings. It allows users to stay informed about pending requests, monitor scheduled meetings, track completed ones, and review cancelled events.