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Procore

Approve, Reject or Comment on Meeting minutes as an Attendee

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Objective

To approve, reject or comment on Meeting minutes that require your approval as an attendee.

Background

With the 'Attendee Approval and Comments' configuration setting enabled, Procore's Meetings tool allows admins to request the approval of meeting minutes from attendees. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions on the project's Meetings tool.
  • Additional Information:
    • Minutes Approval Requested must be set to 'Yes' to trigger the Approval process. 

Steps

  1. Navigate to the project's Meetings tool.
  2. Locate the desired meeting in the list and click its hyperlinked title to open.
  3. In the Meeting Details tab, click the Respond dropdown in the approval banner:clipboard_e7270afe6a8d542c309d496b487c9c6f2.png
  4. Choose from the following options:
    • Approve.  Allows you to add a comment and approve the meeting minutes.
    • Reject. Allows you to add a comment and reject the meeting minutes. 
    • Comment. Allows you to add a comment without accepting or rejecting the meeting minutes.   

A green banner confirms the action is complete.