Meeting appointments, minutes and actions

Step by step

1. In the left menu, open Secretariat and press Meeting appointments. You see All meetings.
2. Use Coming up, Past or All, or search by title, room or visitor.
3. Press Book a meeting.
   • Choose the Type: Internal meeting, Appointment with the Registrar, External visitor, Committee meeting or Council meeting.
   • Fill in Title, Date and start time, Length, Room or venue or Online meeting link, and the Agenda.
   • For a visitor, fill in Visitor's name (if booking for a visitor) and Organisation.
   • Invite colleagues in Invite staff and outside people with Add a guest.
   • Tick Put it on the Registrar's schedule if the Registrar is attending.
   • Press Book meeting. If the room is taken, the form says so: choose another room or time.
4. After the meeting, open it and press Record minutes.
   • Tick Who attended and write the Minutes.
   • Under New action items, write what must be done, who (staff, or the name of someone outside the staff) and a Due date. Press Add an action for more.
   • Tick Mark the meeting as held and press Save minutes. Attendees are told, and actions given to staff become tasks under their assignments.
5. To change or call off a meeting, open it and press Edit or Cancel meeting. Everyone invited is told.