Meetings

Anita Wilknitz Updated by Anita Wilknitz

The Meeting module in FACT24 CIM is designed to help you prepare, schedule, and conduct meetings directly within FACT24 CIM.

The module supports the entire meeting process, from creating reusable templates and inviting attendees to scheduling recurring meetings and conducting the meeting.

With the new Meeting module, you can:

  • Create meeting templates in advance for recurring or standardized meeting formats.
  • Define the meeting level by selecting Strategic, Tactical, or Operational.
  • Set the meeting status to Draft or Published.
  • Schedule the meeting by specifying a date and time.
  • Integrate with Microsoft calendars to synchronize meeting invitations.
  • Add a title to clearly identify the meeting.
  • Specify a location or create a Microsoft Teams meeting for virtual participation.
  • Add a description with relevant information and context.
  • Create agenda items to structure the meeting and prepare discussion topics.
  • Invite attendees directly to the meeting. You can add users, contacts or ENS+ groups, but you cannot currently add externals.
  • Schedule recurring meetings for regular meetings and routines.
  • Conduct the meeting in FACT24 CIM, using the prepared meeting information and agenda.
The Microsoft Calendar and Teams integration must first be activated for your organization. Please contact your F24 representative to enable this functionality.

All meetings created in FACT24 CIM can be found in the Meeting Overview, providing a central place to access and manage your meetings.

From the Meeting Overview, you can:

  • View all your meetings in one central location
  • Access meeting details, including date, time, location, participants, description, and agenda
  • Conduct the meeting directly from FACT24 CIM
  • Edit meeting details whenever changes are required
  • Add additional participants to an existing meeting
  • Add attachments for each agenda point to provide relevant documents and additional information for the meeting
  • Add tasks for each agenda point to capture and assign follow-up actions directly within the meeting

  • Send a meeting report after the meeting has ended to share the relevant outcomes and information with participants or other stakeholders
  • Log the meeting to the incident to ensure that the meeting and its outcomes are documented as part of the incident history

How did we do?

Chat (previously Case Manager)

Contact