Meetings

Schedules and records group meetings, the regular gatherings where solidarity groups collect savings, review loans and enforce peer accountability. Each meeting record holds the date, venue, agenda and links to the attendance and contributions captured that day.

Meetings
Meetings — live screen from the BridgeERP MFI Suite.

Workflow

  1. Go to Groups then Meetings
  2. Click New and select the group, date and venue
  3. Record the agenda and attending officials
  4. Capture attendance for the meeting
  5. Log the contributions collected and close the meeting record

Fields reference

Every field on this screen, drawn from the live data model.

FieldTypeRequiredDescription
Group
group_id
Link → mfi.member.groupYesGroup
Meeting Date
meeting_date
DateYesMeeting Date
Has Message
has_message
Yes/No—Has Message
Meeting Ref
name
Text—Meeting Ref
Venue
venue
Text—Venue
Chairperson
chairperson_id
Link → mfi.member—Chairperson
Secretary
secretary_id
Link → mfi.member—Secretary
Minutes
minutes
Rich text—Minutes
Attendance
attendance_ids
List—Attendance
Contributions
contribution_ids
List—Contributions
Total Expected
total_expected
Number—Total Expected
Total Present
total_present
Number—Total Present
Attendance %
attendance_rate
Decimal—Attendance %
Total Contributions
total_contributions
Money—Total Contributions
Currency
currency_id
Link → res.currency—Currency
Status
state
Choice: Draft, Confirmed, Closed—Status
Company
company_id
Link → res.company—Company

Actions & buttons

Buttons available on this screen and what they do:

  • Populate Attendance
  • Confirm
  • Close
  • Reset to Draft

Status lifecycle

Records on this screen move through these statuses:

Draft → Confirmed → Closed

Notes & rules

  • Model mfi.member.group.meeting
  • Anchors attendance and contribution records
  • Core to group-lending discipline
  • Date, venue and agenda per meeting

Technical model: mfi.member.group.meeting · Record: Member Group Meeting

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