Staff Meeting/Minutes

Overview

Staff Meetings/Minutes allows you to generate your Agenda, have staff add their own Agenda Items, Collect your Attending/Apologies and Record your Minutes. All Meetings that are created (by Admin only) will automatically generate an entry in the Staff Calendar.

Before Meeting - follow steps below

1. Create Agenda: (Admin Only)

💻 Staff > Staff Meeting/Minutes

  1. Enter a Meeting Title
  2. Enter a Meeting Date & Time
  3. Add Important Notes for Staff
  4. Begin entering Agenda - these would be key topics that will be raised in the meeting
  5. Click on Add Meeting

2. a) Collect Attendees/Apologies: (either App or Portal)

💻 Staff > Staff Meeting/Minutes

📱 Actions (clipboard icon) > Staff Meetings & Minutes

  • Staff can click Attending or Apologies

2. b) Add to Agenda:

Staff can click on Add to Agenda to add any items they wish to raise.

Meeting Occurs - follow steps below

💻 Staff > Staff Meeting/Minutes

📱 Actions (clipboard icon) > Staff Meetings & Minutes

  1. Edit Meeting
  2. Enter in Minutes from Meeting into Minutes Text Box - You can Complete this during your meeting!
  3. Select Next Meeting date (if any)

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