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End of Second Week
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Review
Agenda
Team meeting to review Meridian after end of second full week of use.
- Wizard -- People CC and People Via property issue. After adding names in the Wizard and selecting Finish, the names are saved in the Stored Document Properties, but are not visible in the List in the Wizard (after selecting "Edit Properties").
- Wizard -- People tab lookup function "apostrophe" issue. When searching on a name containing an apostrophe (e.g. O'Donnell), errors are received that result in having close the application. Not a problem when searching in the vault. Until we can get the issue resolve in the Wizard, try searching on a part of the name w/o apostrophe (e.g. Donnell).
- Mail received for people not yet using the vault. Included mail for Michael under TBD -- should his documents in the vault be routed to Anissa in the interim?
- Do we need an "Accounts Payable" entry for Accounting in the People list?
- Duplicate entries in the vault, documents mistakenly added, documents with problems that can't be fixed. Proposal to add a "non-record" record series with AC+0 retention; retention flag and purge tools would process documents out of the vault.
Minutes
Attendees: Beth, Sarah, Brie, Anissa, Amy (Shannon out)
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