Both the Meetings and Incidents modules require setup before they can be used on projects. Configuration defines the types available to users and ensures consistency across sites.
Configure Meeting Types
Control available meeting types for toolbox talks, prestarts, or custom sessions.
- Go to Administration > Meeting Types.
- Click + to create or edit an existing type.
- Set parameters such as:
- employer creation rights
- attendee location tracking
- signature options
- mandatory acknowledgement,
- download requirement
- cloning
- Add Custom Fields and select which System Fields to display.
- Link to specific projects or make available to all new ones.
- Save.
Configure Incident Types
Define the types of incidents that can be logged in the system.
- Go to Administration > Incident Types.
- Click +, name the type, and Save.