Creating a Meeting
The Meeting feature allows users with the appropriate permissions to create, manage, and publish meetings linked to a specific log. Meetings provide a structured way to capture discussions, decisions, and actions.
Access the Meeting feature from the left-hand menu. Click ‘Create New’ and select the relevant log and meeting template from the dropdown list. Fields such as Meeting Type, Log, Time Created, and Loggist are automatically populated. Meetings can be saved as a draft with minimal information (e.g., a title) and returned to later from the Meetings List page.
Completing a Meeting
Fill out all relevant fields to publish the meeting. Attendees can be added with their name, company, and role. Apologies can be recorded for attendees unable to join. Any relevant documents linked in the template (e.g., Daily Briefing, Crisis Management) are accessible within the meeting.
Logging Notes, Actions, and Decisions
Notes can be added to each agenda item to capture important details. Meeting Actions can be created to track follow-up items, including action details, owner, status, and timescales. Actions can be marked as complete once finished. Policy Decisions can be recorded, detailing the decision, rationale, and authorization.
Publishing a Meeting
Once the meeting content is complete and verified, select ‘Publish’. Published meetings are accessible from the Meetings List page.
Tip: Use drafts to prepare meetings in advance and ensure all actions and decisions are fully documented before publishing.