Tracking Meetings & Events in Partnerships

You have the option to track meetings and events related to a partnership for the current reporting period.  This is not required but can be a helpful way to track all partnership information in one place.  Make sure you are only reporting meetings and events for the partnership, not direct education that belongs in program activities.

How to Record Partnership Meetings and Events

  1. Begin by choosing whether or not you want to report meetings and events related to this partnership.  If you choose "No" you can save and move on to the next section.

  2. Click the Add Meeting / Event button to add a meeting or event.  You will need to include a name for the meeting or event, a start date, a start time, and a purpose for the meeting.  You have the option to add notes and accomplishments as well.  Click Saveto add the meeting to your list of events for the partnership.

  3.  Repeat this process if you need to record more meetings or events for this partnership in the current reporting year.  

  4. You can edit previously added meetings or events by clicking the Edit button or delete one by clicking theXbutton next to the specific event.
  5. Once you are finished adding meetings or events, click Saveor Save and continue to move on and mark the partnership as complete. 

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