1. 5. 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