Meetings

1. The list

A freshly seeded demo has none: the screen says «No meetings found». Each meeting appears with its number, title, type, date, number of attendees and status: Scheduled, In progress, Completed or Cancelled. The eye opens the meeting and the pencil edits it.

2. Call a meeting

Click «New Meeting». The “Title” and the “Date/time” are required. Choose the “Type” (Health & Safety Committee, Management review, Project, General or Environmental committee), the “End date/time”, the “Location / link” and the “Agenda”.

With “Add attendee” you enter each person's name and role. Save with “Create”: it is left as Scheduled.

3. Minutes, decisions and attendance

After the meeting, edit it: mark each attendee as Confirmed, Declined or Attended, write the “Minutes” and the “Decisions” under “Minutes & decisions”, and set the status to Completed.

Tasks arising from a meeting are followed up in Actions with source “Meeting”, so they have an owner and a deadline.

4. Who sees what

Creating, editing and deleting need edit permission; without it the list is read-only. If your role does not have the Quality and improvement module, you see “This module is switched off”.