Adding Meeting Notes

The meetings module allows you to log meeting minutes and add subsequent actions for any health and safety meetings you may have. 

To do this you will need to click on the meetings module from the site dashboard.

To create a new meeting you will need to click +create site record or multi site record if this needs to be shown on multiple sites. 

You will then need to select the site,  title the meeting note, fill in an agenda summary and then add the meeting minutes. You can add these directly into the system or you can add them as a document after you have logged a record. 

Any supporting documents can be added via the supporting file section. Click add files and this will allow you to attach a document to the meeting log. You can fill in a document description as well and then click upload to attach the document. Once you have added as many documents as you wish, scroll back up the top of the meeting detail and click submit and OK to save.