Mark a Meeting Complete

When a meeting is finished, mark the meeting complete by doing the following:

  1. 1 Go to the Meetings table in the Meetings and Case Notes section.
  2. 2 Double-click the blank area to the left of the meeting to select it.
  3. 3 Click the Mentor Present field, and select Yes or No.
  4. 4 At the top, click Save.
  5. 5 Click Mark Complete at the top of the screen.

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Practice:
Mark a Meeting Complete

Complete the tasks listed below in the training system. When you finish, return to this training page and move to the next task.

  • Go to the Meetings and Case Notes section of an associate's case.
  • View one of the meetings.
  • In the Mentor Present field, select either Yes or No.
  • Save the change.
  • Click Mark Complete.