Duplicate Meeting

Duplicating Meetings/Inspections:

This guide provides a straightforward process for duplicating a meeting, from an existing list ensuring efficiency and consistency in your scheduling. By following these steps, users can easily replicate meetings without starting from scratch, saving time and reducing errors.

1. Click "Site Management" on the Plexa Dashboard

2. Click "Meeting & Inspections" in the Site Menu

3. Click the "Settings" Icon

4. Select the "Meeting Type" you wish to duplicate from the Meeting Types List

5. Select "Duplicate" type

6. Click "Yes" to confirm Duplicate

7. Edit & amend any of the information you previously filled by Clicking the "Pencil Icon"

8. Edit meeting name and Click "Save"

9. Click "Save Changes"

Video Tutorial

For a visual guide, watch the video tutorial below