Agenda Topics and Meals

Agenda Topics and Meals is where you set up items that can appear in the visit agenda. 

Go to; Admin > Agenda

  • Agenda Topics are discussion topics, tours, demonstrations, Q&A... any interactive period that is part of a visit. 
  • Meals are any service involving food and/or beverages, breaks, setup/cleanup, etc.

Both agenda topics and meals are organized in higher level categories to make finding and reporting on agenda items easier. From these admin screens, you can build your catalog of agenda topics and menus for meal items.

Agenda Topic Administration

  1. Choose Sites List - Allows you to limit the sites shown in this window. This is helpful if you have many sites but just want to work on a few at a time.
  2. Show items... Checkbox - When checked, this limits the topics shown to only those that currently apply to the sites displayed.
  3. + Category and + Topic Buttons - Allows you to add a topic category or a topic.
  4. Topic List - This is a list of topics organized into topic categories. Topic categories have a medium gray background and individual topics are listed beneath.
  5. Duration - This is the default duration in minutes for this topic when it is added to the visit agenda, however this can easily be changed once you are actually building the agenda.
  6. Hide On Survey - When checked, this prevents this topic from appearing on any surveys.
  7. Hide On Agenda - When checked, this prevents this topic from appearing on the visit agenda. 
  8. Available to Account Manager - When checked, this allows Account Managers to request this topic.
  9. Topic Site Settings - Each site is listed with its own set of check boxes allowing you to specify which topics are available at which sites.

Meals Administration

Working With Agenda Items and Groups

As mentioned above, agenda topics and meals are organized into groups. Here is some detail on the functionality specific to working with this structure.

  1. Collapsible Toggle - This icon will collapse or expand the group.
  2. Edit Name - This icon will allow you to edit the name of the group or the name of the agenda item.
  3. Reorder Handle - This icon allows you to click and drag this agenda item up or down in the group to reorder the way in which it is presented to the user.

The Meals Administration screen is virtually identical to the Agenda Topic Administration screen in layout and function. Only the differences are highlighted here.

  1. Duration - This is the default duration in minutes for this meal activity when it is added to the visit agenda, however this can easily be changed once you are actually building the agenda.
  2. Include on Report - When checked, this allows this meal activity to appear in reports.