Edit the meeting

Amending data on the meeting records can be carried out at various stages of the meeting process.

Meeting records are continuously being changed until the meeting is completed and the record closed. However, at certain points during the meeting process all or some of the fields are locked. Because of this you should carefully check all meeting details before the meeting is closed.

Created meetings

Any available field can be edited. Remember to save the changes as you make them. Depending on your set-up Meeting Information fields may only become available once the meeting date has passed.

Submitted meetings

The meeting record is locked until the meeting has been approved or declined. It cannot be edited.

Withdrawn meetings

Any available field can be edited and the meeting resubmitted. The meeting can also be deleted.

Authorised meetings

The meeting record should be edited to add costs, payments and attendees.

Declined meetings

Any available field can be edited and the meeting resubmitted. It can also be deleted.

Closed meetings

The meeting has been checked carefully and no further edits are possible.

Re-opened meetings

The meeting date, time and products detailed cannot be changed. All other fields can be edited and attendees can be added or deleted.