Site ManagementObservations Meetings And Inspections
Duplicate Meeting
Duplicating Meetings/Inspections:
This guide provides a straightforward process for duplicating a meeting, from an existing list ensuring efficiency and consistency in your scheduling. By following these steps, users can easily replicate meetings without starting from scratch, saving time and reducing errors.
- Click "Site Management" on the Plexa Dashboard
- Click "Meeting & Inspections" in the Site Menu
- Click the "Settings" Icon
- Select the "Meeting Type" you wish to duplicate from the Meeting Types List
- Select "Duplicate" type
- Click "Yes" to confirm Duplicate
- Edit & amend any of the information you previously filled by Clicking the "Pencil Icon"
- Edit meeting name and Click "Save"
- Click "Save Changes"
Video Tutorial
For a visual guide, watch the video tutorial below
Interactive walkthroughOpen
Create Custom Meeting Types & Meeting Fields
Adding New Meeting Types in Site Management
Create New Inspections from a Template
This guide provides a straightforward process for creating a new inspection using a template in the Plexa Dashboard, making it easy to streamline your inspection workflow. By follo