- Go to Staff meetings and click + Record a meeting.
- Enter the date, type (team meeting, carers' meeting, management meeting…), who chaired it and who took the minutes.
- Attendance: click All staff, Office team or Everyone expected to add people quickly, then change anyone who didn't come to Apologies or Absent.
- Add each agenda item with what was discussed and agreed.
- Add the actions agreed — what, who and by when. Tick Also add new actions to Tasks to put them on people's task lists.
- Attach the agenda, slides or a signed attendance sheet if you have them, set the date of the next meeting, and click Save.
People who missed the meeting
Share the minutes with them, then open the meeting and tick Read the minutes next to each person once they have. The Staff meetings page shows how many people still need to read them.
Each person's staff record shows the meetings they attended or missed in the last 12 months. Open actions and the next meeting date appear in the weekly email and in calendar sync, and attendance figures are included in the inspection evidence pack.
Still stuck? Contact support or speak to your customer manager.