Currently Vista's Meeting Minute module is set up to track meeting minute items until they become closed. These closed items can be carried forward, but this creates a long list compromised of mainly resolved issues to navigate on each new meeting. If closed items are not copied to subsequent meetings, the only way to review a closed issue at a later date is to manually search old record copies.
I recommend adding a report that could be run that would copy all items (detail options as well) within a set time period and with the option of bring forward details as well. This report would be beneficial in many situations but would allow a comprehensive look at the all previous issues on the project.
Company | R&H Construction |
Job Title / Role | Project Engineer |
I need it... | 3 months |
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