Overview
💡This section is only available to the Manager profile and Supervisor Profile💡
The Meeting Minutes section is structured to capture all essential details of organizational meetings in a clear and consistent format:
- Location – Identifies where the meeting took place
- Time – Records the date and time of the meeting
- Description – Documents attendance, discussion points, meeting minutes, and meeting objectives
- Completed By – Identifies the individual responsible for the record
This section centralizes meeting documentation to support clear communication and effective follow-up across the organization.
Why it matters
It promotes accountability, improves communication, supports follow-up on decisions and actions, and provides documented evidence for audits and management oversight.
Step-by-step actions
1 — Open the Management section
From the left-side dashboard menu, click on the Management section icon to access all management-related tools and records.
2 — Select “Meeting Minutes”
Within the Management module, select Meeting Minutes to view the list of existing meeting records.
This opens the page where all meeting minutes are displayed.
3 — Create Meeting Minutes
Click the purple button on the left side to create new meeting minutes.
A form will open where you can:
- Select the Location
- Enter the Objective
- Complete the Meeting Details
- Select the Trainees
- Add Comments (optional)
Once completed, click Submit — the meeting minutes are now saved in the system.
4 — Modify Meeting Minutes
To modify an existing meeting record, locate it in the list and click the green pen icon beside it.
This allows you to update the meeting information as needed.
5 — Delete Meeting Minutes
To delete a meeting record, locate it in the list and click the red trash can icon beside it.
This permanently removes the meeting minutes from the system.
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