Learn more

Creating daily field reports

Setting up meeting types

About file and link Attachments on records

Entering meetings in Daily Field Reports

Note: This functionality is available only if you have the Document Control Module.

When entering meetings in Daily Field Reports, it is important to understand that Sage 100 Contractor is designed to set up unique meeting types to help you maintain detailed records.

Let’s suppose that you hold a team safety meeting every morning before work. Then at noon, you hold a short safety meeting. When you setup your meeting types, you have to create one meeting type for the safety meetings, another type for team meetings.

Note: Two meeting types cannot be saved with the same number even though the descriptions are different.

To enter a meeting:

  1. Open 6-11-6 Daily Field Reports.
  2. Using the data control, select the record.
  3. On the Options menu, click Meetings.
  4. In the Meeting Type cell, enter the type of meeting held.
  5. In the Description cell, enter a brief statement about the meeting.
  6. In the Present cell, enter who attended the meeting.
  7. Click File > Save.