Overview
Transcripts and Meeting Notes can be documented through a specific Review section.
Setting up Transcripts and Meeting Notes
A user with the Manage Programmes permission can add the Transcripts and Meeting Notes section to any review type in the review token for that programme. In order to add the Transcripts and Meeting notes section to a review type, toggle the section to “on” within that type:
As with all other review sections, the section can be moved up or down within the review using the right-hand arrows.
Admins can choose the editability and visibility settings for this section using the settings wheel:
For further information on visibility and editability, please see Reviews Editability and Visibility.
Using Transcripts and Meeting Notes
When the section is configured, it will appear in all reviews of that type, including “In Progress” and “Completed” reviews. The section is only available in the Console interface. Viewing this section in Classic will display a warning that the section is only available in the Console interface:
Users with editing rights can type meeting notes into the section:
The section must be saved for the text to be stored. Upon saving, the section will be marked as Completed.
The section is not mandatory and therefore does not need to be populated in order to complete the review.
Once the section is saved, users with editing permissions can edit the meeting notes, and users with view permissions can view a read-only copy of the meeting notes. Once the whole review is completed, the section will be read-only unless re-opened by a user with Edit/delete finished components permission.