Log a safety meeting

Log a safety meeting and keep a track of it in the Health and Safety application.

Antes de Iniciar

Role required: sn_ohs_im.meeting_manager or sn_ohs_im.meeting_writer

Procedimento

1. Navigate to All > Health and Safety > Health and Safety Workspace.
2. Select the meetings icon ().
3. In the Meetings tab, select Meetings and then All.
4. Create a meeting or open an existing one.
   • To create a meeting, select New.
   • To open an existing meeting, select the one that you want to track. Alternatively, to quickly edit the meeting, select the edit icon () in the list and start updating the meeting in the side panel.
5. On the form, fill in the fields.
   For field descriptions, see Health and Safety meeting form.
6. Select Save.
   The Attendees, Meeting minutes, Documents, and Actions tabs appear for this meeting.
7. In the Attendees tab, select Add or New to add attendees for this meeting.
   For more information, see Add attendees to a safety meeting.
8. Opcional: In the Documents tab, add any documents that cover topics to be discussed or shared in this meeting.
   • Select Add to link an existing document stored in the Health and Safety document library list.
   • Select New to upload a new document.
   For information on storing documents in the Health and Safety Workspace, see Add a new Health and Safety related document.
9. Opcional: In the Actions tab, select New to add any actions for the safety meeting.
   For field descriptions, see Health and Safety action form.

Resultado

• The safety meeting is listed in the Meetings list in the Health and Safety Workspace and is saved in the Meeting [sn_ohs_im_meeting] table.
• The documents associated with this meeting are saved in the Health and Safety document [sn_ohs_im_document_v2] table.

O que Fazer Depois

In the Meeting minutes tab, meeting minutes taker can add minutes of this meeting to track discussions and add any actions for the recorded minutes. You can add as many meeting minutes to a safety meeting as needed. For more information, see Create a meeting minute for a safety meeting.

Tarefas relacionadas

• Add attendees to a safety meeting
• Create a meeting minute for a safety meeting