Start a meeting
Pick the meeting type, then Start now. It starts dated today with you as facilitator and your location as the place.
Where: Worker side → Meetings → Start a meeting
Who can: Facilitators of that type, Admins
Meetings
Start a toolbox talk or any meeting on the spot or schedule one ahead, tick who is there (outside people too), write notes or minutes, file one that was held on paper, and carry action items forward.
Who uses itWorkerSupervisorAdminPlanAll plans
On the worker side
6 featuresFieldView and your profile menuSchedule one ahead
Pick the type, the date and times, and who it's for: locations, positions, named people and people from outside. Everyone named is told in the app.
Where: Meetings → Schedule one ahead
Who can: Facilitators, Admins
Attendance
Tick everyone there, then Save all. Invited people first, then your location, then everyone else. Visitors, inspectors and subcontractors can be added by name and company.
Where: Meeting → Attendance
Who can: Meeting leaders
Notes or minutes
Simple mode asks for notes. Otherwise write what was said under each agenda item. Mark held when it's done.
Where: Meeting → Minutes
Who can: Meeting leaders
File one held on paper
Pick the type and day, drag in a PDF or photos of the pages, optionally tick who was there. Get a blank meeting sheet first if you need one.
Where: Meetings → File one held on paper
Who can: Facilitators, Admins
Action items
What needs doing, a person and/or position, a due date and whether it needs sign-off. It goes into the Action Items register.
Where: Meeting → Action items
Who can: Meeting leaders while open
On the admin side
6 featuresDashboard and the Admin paneMeeting types
Each type has its setup, facilitators, an agenda and fields, and a presentation (PDF, Word or PowerPoint).
Where: Meetings → Setup → Meeting Types
Who can: Meetings: Edit
Assignments & frequency
Who is expected and how often a type should be held.
Where: Meeting type → Assignments & Frequency
Who can: Meetings: Edit
Scheduled and Archived
Coming-up meetings and past ones, with filters and export.
Where: Dashboard → Meetings
Who can: Meetings: View
JOHSC committee
The committee roster, for health and safety committee meetings.
Where: Meetings → Committee
Who can: Meetings: Edit
Fillable agenda
A blank, fillable PDF of a meeting type's agenda to print or use on a tablet.
Where: Meeting type → Blank form
Who can: Meetings: View
Sign off or reopen
Signing off locks the meeting until an admin reopens it.
Where: Meeting → Sign off
Who can: Meetings: Edit
Related articles
- Starting and running a meetingStart a toolbox talk or any meeting on the spot or schedule one ahead, tick who is there (people from outside too), write the notes or minutes, file one that was held on paper, and add action items: who can, and where.
- Meetings: setting up a meeting typeCreate a meeting type with its agenda, facilitators and presentation, say who must hold it and how often, and set its reminders.
- Action items: raising, working and closing themWhere action items come from, how to raise one by hand, how the owner closes it with an update, and how an admin signs it off, reopens or reminds.