Description
This page allows you to maintain the meeting attendees as part of recording meeting minutes for a scheduled meeting. The record meeting minutes wizard assists users in capturing the details of a meeting and issuing meeting minutes to attendees and other interested parties. Each step in the wizard is optional, providing a flexible approach to capturing key information. The record meeting minutes wizard also supports work-in-progress minutes, allowing pieces of information to be recorded all at once or over a period of time. Any previously invited person to the meeting are pre-populated in the record meeting minutes wizard.
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Page Flow Diagram
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Fields
LabelTypeDescriptionMandatory
AcceptanceMEETING_INVITATION_ACCEPTANCE_STATUSThis indicates whether or not the unregistered person has accepted the meeting invite.No
AttendedCURAM_INDICATORThis indicates whether or not the unregistered person has attended the meeting.No
CommentCOMMENTSUser comments on this record.No
MEETING_ORGANIZER_INDICATORNo
NameUSER_FULL_NAMEName of the unregistered person to be invited to attend the meeting.No
AcceptanceMEETING_INVITATION_ACCEPTANCE_STATUSThis indicates whether or not the unregistered person has accepted the meeting invite.No
AttendedCURAM_INDICATORThis indicates whether or not the unregistered person has attended the meeting.No
CommentCOMMENTSUser comments on this record.No
Select Invitee
LabelTypeDescriptionMandatory
Participant/UserMEETING_INVITEE_IDENTIFIERYou can invite a meeting attendee from the drop down list of participants, users.No
LabelTypeDescriptionMandatory
Registered Person/User
LabelTypeDescriptionMandatory
Registered Person/UserMEETING_ATTENDEE_POPUPNo
Registered Person/UserSEC_ACTIVITY_ATTENDEE_IDNo
LabelTypeDescriptionMandatory
Email AddressEMAIL_ADDRESSEmail address of unregistered meeting attendee.No
Links and Actions
Page Level Actions
LabelDescription
AddThe Add action allows you to invite the selected person to attend the meeting.
BackThe Back action moves back to the previous page in the meeting minutes wizard.
CancelThe Cancel action dismisses the page.
NextThe Next action moves forward in the record meeting minutes wizard.
Save & ExitThe Save & Exit action saves the record using the information entered on the page, and exits the wizard.
Row Level Actions
LabelDescription
EditThe Edit action allows you to modify an existing meeting attendee.
RemoveThe Remove action allows you to remove an existing meeting attendee.
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
%1s %2s %3s %4sLinkNo
An entity identifier cannot be null.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
Collaboration MemberLinkNo
More than entity of type '%1s' with key value '%2s' found in the cache.LinkNo
No database access is allowed at this point.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
The login ID %1s does not map to a user name.LinkNo
There is currently no user assigned as case supervisor for this case. The supervisor role will be evaluated dynamically.LinkNo
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
'%1s' is not a valid email address. Valid email addresses must contain the @ character.LinkNo
%1s %2s %3s %4sLinkNo
A bank account already exists for this client with this account number at the selected bank.LinkNo
A Case Member cannot be added to a case with a status of Closed.LinkYescaseparticipantrole.err_participantrole_member_added_case_closed|a|
A Case Member cannot be added to a case with a status of Closed.LinkYesbpocaseparticipantrole.err_case_status_closed|a|
Account Number must be entered. When a Sort Code is entered an Account Number is also required.LinkNo
A client that is currently marked as a duplicate cannot be assigned as a new case member.LinkNo
Active participant data case already exists for this concern role.LinkNo
Actual cost cannot be modified as this plan item is associated with a product deliveryLinkNo
Actual end date must be greater than actual start date and equal to or less than todays date. LinkNo
Agenda must be less than or equal to %1n characters.LinkNo
An account exists in this branch with this account number.LinkNo
An active organization structure must exist.LinkNo
An attachment receipt date cannot be later than today.LinkNo
An entity identifier cannot be null.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
An expected outcome has not been defined for this plan item. Please contact your administrator.LinkNo
An organization object link record already exists for this %1s.LinkNo
A Participant with Reference Number %1s already exists.LinkNo
A row identifier cannot be null.LinkNo
A singleton SELECT returned multiple records.LinkNo
Assigned role of case owner for Case %1s of type %2s for %3s.LinkNo
Assigned role of case reviewer for Case %1s of type %2s for %3s by %4s.LinkNo
Assigned role of case supervisor for Case %1s of type %2s for %3s.LinkNo
At least IBAN and BIC or Account Number and Sort Code must be entered.LinkNo
Attendee details must be entered.LinkNo
A user case participant or MDT member must be selected.LinkNo
Bank account name of the shared account does not match the bank account name entered.LinkNo
Bank account start and end dates must be in between bank branch start and end dates.LinkNo
BIC must be entered. When an IBAN is entered a BIC is also required.LinkNo
Business Process class %1s for plan of type %2c is not assignable to type %3s.LinkNo
Cannot instantiate Meeting Attendee implementation for type %1c.LinkNo
Case ID must be entered.LinkNo
Collaboration MemberLinkNo
Concern role must be registered.LinkNo
Duplicate branches with the same BIC found. Please contact the system administrator.LinkNo
Duplicate branches with the same sort code found. Please contact the system administrator.LinkNo
Either file location and reference or file attachment must be entered.LinkNo
Either the organization object reference or user name must be entered.LinkNo
Email must be specified.LinkNo
End Time must be entered.LinkNo
Entered Sort Code and BIC should belong to same bank branch.LinkNo
Error an attendee record already exists for this user case participant or MDT member.LinkNo
Error cannot create meeting minutes as they already exist for this meeting.LinkNo
Error you must be the meeting organizer or minute taker to perform this action.LinkNo
Exception instantiating hook for plan of type %1c : %2s.LinkNo
Expected end date cannot be modified if an actual end date has been entered. LinkNo
Expected start date cannot be modified if an actual start date has been entered. LinkNo
External Document System is not configuredLinkNo
From date field cannot be blank.LinkNo
From date must be specified.LinkNo
From date must not be later than the to date.LinkNo
From date must not be later than to date.LinkNo
IBAN must be entered. When a BIC is entered an IBAN is also required.LinkNo
Location must be less than or equal to %1n characters.LinkNo
Mandatory field 'Sensitivity' has not been set.LinkNo
Meeting Decisions must be less than or equal to %1n characters.LinkNo
Meeting Invitation Acceptance Status must be selected.LinkNo
Meeting Minutes must be selected.LinkNo
Meeting Minutes must be selected.LinkNo
Meeting Minutes must be selected.LinkNo
Meeting must be entered.LinkNo
Meeting Notes must be less than or equal to %1n characters.LinkNo
Meeting Organizer must be entered.LinkNo
Minuted By must be entered.LinkNo
More than entity of type '%1s' with key value '%2s' found in the cache.LinkNo
Multiple participant data cases found for concern role.LinkNo
New bank account details cannot be added for a client that is currently marked as a duplicate.LinkNo
New email addresses cannot be added for a client that is currently marked as a duplicate.LinkNo
New tasks cannot be added for a client that is currently marked as a duplicate.LinkNo
No Active participant data case exists for this concern role.LinkNo
No case owner can be assigned as no potential case owner identified has an active position.LinkNo
No database access is allowed at this point.LinkNo
No organizer was specified for the meetingLinkNo
No row manager set which contains the optimistic lock.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
One of either Add To My Tasks or Assign To must be entered but not both.LinkNo
Only one of client case participant registered person/user or email address may be entered.LinkNo
Participant data case cannot be created for %1s concern role type.LinkNo
Participant data case cannot be resolved for %1s concern role type.LinkNo
Participant role ID must be specified.LinkNo
Please enter a description for the Attachment.LinkNo
Registration Date must be supplied.LinkNo
Representative name must be suppliedLinkNo
Responsibility must be entered. LinkNo
Sensitivity must be entered.LinkNo
Sensitivity must be supplied.LinkNo
Sort Code field must be entered.LinkNo
Sort Code must be entered. When Account Number is entered a Sort Code is also required.LinkNo
Start date must be specified.LinkNo
Start Time must be entered.LinkNo
Subject must be entered.LinkNo
Subject must be less than or equal to %1n characters.LinkNo
System configuration error - Unable to retrieve system user details from the database. Please contact your system administrator.LinkNo
The account name field is empty.LinkNo
The account number field is empty.LinkNo
The account type field is empty.LinkNo
The actual start date must be earlier than actual end date. LinkNo
The actual start date must be entered. LinkNo
The actual start date must be equal to or earlier than today. LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_actual_start_date_not_on_or_before_current_date|a|
The address data line index %1n is out of range (%2n - %3n).LinkNo
The assignee you have chosen does not match the assignee type chosen. Please search for assignee again.LinkNo
The bank branch selected for this bank account is canceled. Please choose another bank branch.LinkNo
The BIC %1s does not exist.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The case owner type configured is invalid. Please configure this before continuing.LinkNo
The Case Participant Role start date must not be earlier than the Case start date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_from_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_from_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the Case end date - %1d.LinkYesbpocaseparticipantrole.err_caseparticipantrole_xfv_to_date_caseheader_end_date|a|
The Case Participant Role start date must not be later than the end date.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventFilter and therefore is not as an event filter.LinkNo
The class '%1s' does not implement the interface curam.util.events.impl.EventHandler therefore is not an event handler.LinkNo
The deadline date and time must be in the future.LinkNo
The deadline is too far in the future and can not be stored correctlyLinkNo
The end date must be before %1s end date - %2d.LinkNo
The end date of the primary email address has passedLinkNo
The End Date Time %2z must be on or later than the Start Date Time %1z.LinkNo
The estimated cost cannot be edited after the Plan Item has been approved LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The estimated cost cannot have a negative value the amount must be zero or more.LinkNo
The event filter: '%1s' could not be instantiated.LinkNo
The event handler: '%1s' could not be instantiated.LinkNo
The expected start date must be earlier than the expected end date.LinkNo
The external user reference has not been configured. Please configure this before continuing.LinkNo
The external user type has not been configured. Please configure this before continuing.LinkNo
The following errors occurred when entering the bank account: %1sLinkNo
The Follow On Meeting date and time must be later than the end time of the meeting.LinkNo
The identification details entered already exist for another %1c. Please correct the details or review for duplicate %1c details.LinkNo
The Key Server cache and the Key Server database values are out of sync and therefore this record cannot be inserted. LinkNo
The login ID %1s does not map to a user name.LinkNo
The owner must be entered. LinkNo
The registration date must not be later than todayLinkNo
There is currently no user assigned as case supervisor for this case. The supervisor role will be evaluated dynamically.LinkNo
The related object ID must be entered.LinkNo
The related object type must be selected.LinkNo
The sensitivity level cannot be higher than that of proposed owner.LinkNo
The sensitivity level must be at least equal to that of the selected sub-goal.LinkYesbpoplanneditem.err_serviceplan_plan_item_xrv_subgoal_sensitivity|a|
The sort code %1s does not exist.LinkNo
The start date must be after the date of birth of %1s of %2d.LinkNo
The start date must be after the registration date of %1s of %2d.LinkNo
The start date must be before %1s end date - %2d.LinkNo
The subject must be entered.LinkNo
The supplied address data is empty.LinkNo
The to date must not be later than today.LinkNo
The to date of the primary bank account has passedLinkNo
The VerificationController class cannot be found.LinkNo
The VerificationController class cannot be instantiated.LinkNo
This action cannot be carried out as participant data case is enabled for persons/prospect persons.LinkNo
This Participant already exists as Primary Client for this case. LinkNo
This Participant already has a role as %1c for this case.LinkNo
This task cannot be created as you currently have an active task allocation blocking period and you have specified the task should be added to your My Tasks list.LinkNo
This task cannot be created as you currently have an active task redirection period and you have specified that the task should be added to your My Tasks list.LinkNo
This task cannot be created because the user %1s is currently being blocked from the allocation of new task.LinkNo
To date must not be later than today.LinkNo
Type must be specified.LinkNo
Unknown row mode.LinkNo
User must be assigned to a position.LinkNo
You cannot add a bank account to a bank branch that has been canceled.LinkNo
You cannot add a bank account to a bank branch that has been closed.LinkNo
You cannot cancel the plan item as an actual start date has been entered. LinkNo
You cannot cancel this record as it has already been canceled.LinkNo
You cannot change the expected outcome as an actual start date has been entered. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_expected_outcome_no_modify|a|
You can not delete a plan item outcome as the subgoal outcome is already set.LinkNo
You cannot enter actual start date as plan item status is unapproved or submitted. LinkNo
You cannot enter a good cause value until the outcome value is set to not attained. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_good_cause_no_modify|a|
You cannot make changes to this record at the same time as canceling it.LinkNo
You cannot modify the sensitivity level of this record to be lower than all of the attendees sensitivity levels.LinkNo
You cannot modify this record as it has been canceled.LinkNo
You cannot modify this record as it has been deleted.LinkNo
You cannot set outcome to attained or not attained until an actual end date is specified. LinkYesbpoplanneditem.err_serviceplan_plan_item_fv_outcome_no_modify|a|
You cannot set the sensitivity of this record to a level higher than your sensitivity.LinkNo
You do not have access to this attachment's details.LinkNo
You do not have access to this incident's details.LinkNo
You do not have appropriate privileges to perform this operation for this plan item.LinkNo
You do not have the appropriate privileges to perform this action.LinkNo
You do not have the appropriate privileges to view the selected plan item.LinkNo
You do not have the appropriate security privileges to delete this record.LinkNo
You do not have the appropriate security privileges to modify this record.LinkNo
You do not have the appropriate security privileges to view this record.LinkNo
You have been assigned as the owner of the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the owner of the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned as the user responsible for the %1s Plan Item belonging to the %2s Sub-Goal.LinkNo
You have been assigned as the user responsible for the %1s Plan Item for Service Plan ID %2n.LinkNo
You have been assigned the role of case owner for case %1s by %2s. %3sLinkNo
You have been assigned the role of case reviewer for case %1s by %2s.LinkNo
You have been assigned the role of case supervisor for case %1s by %2s. %3sLinkNo
You may not perform this operation as the service plan is closed.LinkNo
You must enter an expected end date LinkNo
You must enter an expected start date LinkNo
You must specify a plan item name LinkNo
You must specify a planned sub goalLinkNo
You must update the Meeting Minutes sensitivity level before adding this attendee. A Meeting Minutes record cannot have a sensitivity level which is lower than the sensitivity level of each of its participant invitees.LinkNo
You should provide either file location and reference or file attachment but not both.LinkNo
Workflows
When page is loaded
None
When page is submitted
WorkflowDescription
CURAMSTANDARDCASETASKThis workflow process is a generic workflow process that is used to create standard tasks for a case within the following functional areas - Milestone Delivery, Income Screening, and Service Planning.
DEFAULTCASENOTIFICATIONDefault Case Notification Workflow - Allocates the Notification to the specified user
DEFAULTNOTIFICATIONDefault Notification Workflow - Allocates the Notification to the specified user
MEETINGACTIONCreates a task for a user when a meeting action is recorded as part of recording meeting minutes for a meeting. Note that this workflow process is not currently being initiated by any OOTB processing.
MEETINGACTIONNOCASECreates tasks for users arising out of meeting actions recorded in meeting minutes where there is no case reference attached to the meeting.
Related Entities
Technical Information
Page IDMeetingMinutesWizard_attendance
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\MeetingMinutes\MeetingMinutesWizard\MeetingMinutesWizard_attendance.uim
Page Load InterfaceMeetingMinutesWizard.getAttendanceForWizard, MeetingMinutesWizard.getMeetingMinutesWizard
Page Submit InterfaceMeetingMinutesWizard.storeAttendanceDetails
Linked From PagesMeeting Actions (MeetingMinutesWizard_actions), Meeting Attendance (MeetingMinutesWizard_attendance), Meeting Decisions (MeetingMinutesWizard_decisions), Edit Invitation (MeetingMinutesWizard_editAttendee), Remove Invitation (MeetingMinutesWizard_removeAttendee)