1. Introduction

The MoM Suite in ERPCA is designed to help organizations efficiently manage meetings from scheduling to follow-up. It enables users to schedule meetings, prepare agendas, record meeting discussions, assign action items, and monitor their completion from a single platform.

Key Features

• Schedule meetings

• Manage attendees

• Create agenda templates

• Record meeting minutes

• Assign action items

• Track pending tasks

• Monitor meeting statistics

• View meetings in calendar format

  

Dashboard Cards

Total Meetings

Displays the total number of meetings created in the system.

Completed Meetings

Shows the number of meetings for which Minutes of Meeting have been completed.

Attendance (RSVP)

Displays the number of participants who have accepted meeting invitations.

Pending Actions

Shows the total number of pending and overdue action items.

Upcoming Meetings

Displays meetings that are scheduled in the future.

Click Schedule to create a new meeting.

Pending Action Items

Displays all pending tasks assigned during meetings.

Information available:

• Action Item

• Meeting Name

• Assigned User

• Due Date

• Priority

2. Calendar

The Calendar provides a monthly, weekly, or daily view of scheduled meetings.

Features

• View scheduled meetings

• Click a meeting to view details

• Easily identify upcoming meetings

• Navigate between months

• Reach out meetings through various filter option

4. All Meetings

This page displays every meeting created in the system.

Available Information

• Meeting Title

• Organizer

• Meeting Date

• Status

• Participants

• Minutes Status

Available Actions

• View Meeting

• Edit Meeting

• Record Minutes

• View Action Items

Use the search box and filters to quickly locate meetings.

5. Schedule Meeting

To schedule a new meeting:

Step 1

Click Schedule Meeting.

Step 2

Enter the following details:

• Meeting Title

• Meeting Date

• Start Time

• End Time

• Meeting Type

• Location / Meeting Link

• Organizer

• Participants

Step 3

Add the meeting agenda.

Step 4

Click Save.

The meeting invitation is created successfully.

6. Agenda Templates

Agenda Templates help users save frequently used meeting agendas.

Create a Template

1. Open Agenda Templates.

2. Click Create Template.

3. Enter the template name.

4. Add agenda points.

5. Click Save.

The template can now be selected while scheduling future meetings.

7. Minutes of Meeting

After the meeting is completed, users can record the meeting minutes.

Open the Meeting

Select the meeting from All Meetings.

Click Record Minutes.

Record

• Discussion Summary

• Decisions Taken

• Notes

• Attachments

Click Save.

The Minutes of Meeting are now available for future reference.

8. Action Items

Action Items help track responsibilities assigned during meetings.

Create an Action Item

Enter:

• Action Title

• Description

• Assigned To

• Due Date

• Priority

Click Save.

Update Action Status

Users can update the progress as:

• Open

• In Progress

• Completed

• On Hold

Completed actions are automatically removed from the pending list.

9. Install / Setup

The Install / Setup section is used to configure the MoM Suite.

Depending on user permissions, administrators can:

• Configure organization details

• Manage user access

• Configure meeting preferences

• Enable notifications

Note: This section is generally accessible only to administrators.

Frequently Asked Questions (FAQ)

Who can schedule meetings?

Users with the required permissions can create and schedule meetings.

Can I edit a meeting after scheduling?

Yes. Meetings can be edited before or after the meeting, depending on your access rights.

Can I attach documents to the meeting?

Yes. Supporting documents can be uploaded while recording the Minutes of Meeting.

How can I track pending tasks?

Navigate to Action Items to view all pending, completed, and overdue tasks.

Can I reuse the same agenda?

Yes. You can create Agenda Templates and use them while scheduling future meetings.

Best Practices

• Create the meeting well in advance.

• Add all participants before sending invitations.

• Use Agenda Templates to save time.

• Record minutes immediately after the meeting.

• Assign action items with clear due dates.

• Regularly review pending action items to ensure timely completion.

📘 Recommended Deliverable

For client onboarding, I recommend creating this as a 30–40 page illustrated User Manual in Microsoft Word with:

• ERPCA branding and logo

• Table of Contents

• Step-by-step instructions

• Screenshots of every page (Dashboard, Calendar, Schedule Meeting, Minutes of Meeting, Action Items, etc.)

• Tips, notes, and FAQs

This format is ideal for sharing with clients during implementation and training sessions.