Schedule and manage meetings
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      2. Meetings and teams
      3. Schedule and manage meetings

      Schedule a meeting

      Once meetings have been added to your QMS, it's time to add a schedule and invite participants. Here's how you do it!

      Note:  Your system administrator creates meetings in your QMS.  At this stage these meetings are not active so won't appear in your meetings list.  You need to add a schedule to the meeting and invite your participants

      To schedule a meeting

      1. Under the 'Organisation' menu, select 'Meetings'
      2. Click on the FAB (yellow 'plus' button) and select 'Meetings'
      3. Under 'Meeting name', select a meeting from the drop-down list
      4. Add your participants (the menu is multi select)
      5. Select the meeting chair (they must be a meeting participant)
      6. Set the meeting schedule details including
        • Date of first instance
        • Meeting time
        • Frequency
        • Reminder days
        • Meeting recurrence details
      7. Save your changes

      The meeting will now be visible in the Meetings register