Teams Meeting Logs

Learn how to utilize team meeting logs in Behavioral Case Manager.

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How to log a Team Meeting

Log into Case Manager.
Select the Teams tab.
Locate the desired Team and click View.
Select the Meeting Logs tab.
Click New Logs button.
Complete the following fields for meeting logs.
1. Title (required)
2. Date (required)
3. Place of Meeting
4. Participants: this participant list is specific to active users in Behavioral Case Manager
5. Additional Participants: Use this section to add additional meeting attendees who are not active users in Behavioral Case Manager.
6. Summary: Discussion topic(s).
7. Files: Attach files.
8. Tasks: Assign tasks to team members.
9. Notes: Additional feedback discussed in meeting
10. Related Cases: view all cases associated to your team. If needed, open the case for further review by selecting View to open the case in a new browser tab.
Click Save.

All completed Team Meeting Logs can be found in the “My Teams” section under “Team Meetings”. Use the Search Bar to quickly find Team Meeting entries based on Date, Titles, or Cases. Check the month column to determine if a meeting was held for the current or previous month. Then, compare the discussed cases with the open cases in the 'discussed' and 'opened' cases column

How to export Meeting Log(s)

Log into Case Manager,
Select the Teams tab.
Locate the desired Team and click View.
Select the Meeting Logs tab.
Click the three-dot Vertical Ellipsis next to meeting log.
1. To Export All meeting logs, click Export All button.
Select Export.
1. The Meeting Logs report will be generated as a .xlsx file.

Manage Teams permissions:

Users with Manage Teams permissions can export all meeting logs across the entire district. See the following steps.

Log into Case Manager.
Select Team meetings tab.
Select Export All.
1. The Meeting Logs report will be generated as a .xlsx file.

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