Course overview

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Meeting organization & taking minutes (SP)

eGeKo is the most modern case management solution. It is primarily operated via a web browser and is so user-friendly and simple that even occasional users can handle it.

This course deals with meetings in eGeKo from the perspective of a meeting organizer and minute taker. It shows how meetings are organized, conducted and followed up in eGeKo. It also shows how meeting types, agenda item types, meeting templates and agenda item templates work in eGeKo. It also covers how document and e-mail templates can be maintained and managed in eGeKo.

Course objective

After the course, you will be able to organize, conduct and post-process meetings. You will also be able to set up new meeting templates for your organization and adapt them to the wishes and needs of your organization.

Prerequisites

Knowledge from the 'End-User Basic Course (EUB)'. Alternatively: Knowledge from the 'Power User Course (PU)' or ' OU Admin Course (OEA)'.

Course content

Topics incl. content in the eGeKo wiki

1. Meeting cockpit vs. meeting planner vs. meeting vs. cockpit
2. Meeting preparation
1. Planning meetings
2. Sending the meeting invitation
3. Inviting additional participants
4. Adding / removing / moving agenda items
5. Dealing with file notes
3. Conducting meetings
1. Taking minutes
2. Electronic voting
4. Closing / follow-up of meetings
1. Preparation and dispatch of minutes
2. Creation and dispatch of minutes extracts
3. Archiving of resolutions
4. Sealing of meetings
5. Register of all resolutions
6. Further topics
1. Searching previous agenda items and meetings
2. Submitting agenda items to other committees
3. Meeting, agenda item, e-mail and document templates
4. Preparing for meetings on your smartphone
5. Home page: Cockpit vs. meeting cockpit

Course duration

2h

Course location

Either at ATEGRA in Zurich, at your premises or remotely.

Price

CHF 200 per person

Refresher course

Have you already attended this course and would like to refresh your knowledge? We also offer all courses as refresher courses. The same topics are covered in half the time and the refresher course costs only half as much as the original course. If you would like a refresher course, please make a note of this when you register for the course.

Course dates

Select one of the dates given. Alternatively, you can contact us for further date suggestions.