Create and Finalise a Meeting

Create a New Meeting

1. Go to Meetings > Create New
2. Select Meeting Type
3. Set Date & Time
4. Enter the title, agenda items and any custom fields required
5. (optional) Select Employer Led and choose Employers to be included
6. Choose Attendance Record Type:
   • Individual Worker Signatures
   • Upload attendance evidence
7. (optional) Enable:
   • Signatures through the Sign-In App
   • Allow all approved workers to sign off via the Meeting QR code
8. (optional) Add attachments
9. Finish creating the meeting:
   • Create - allows to make changes to the meeting form after creation, raise Observations, edit the Attendees list, etc.
   • Create & Complete - finalises the meeting form, while still allowing to edit the Attendees list, raise Observations, and allowing workers to sign off

Note: Employer-led Meetings need to be completed by Employer users. Main builder users cannot finalise them.