Meetings: setting up a meeting type

Every meeting is one of your meeting types — a Toolbox Talk, a JOHSC meeting. The type carries the standing agenda, who may run it, and how often each site must hold one.

Who can use it

Meetings → Edit creates and changes types. Running a meeting is for the type's facilitators and Admins; signing one off needs Edit on Meetings.

Create a type

1. Admin side → Meetings → Meeting Types. Type a name (e.g. Toolbox Talk) and Create Meeting Type.
2. Open it. Meeting Setup: a description, who it's shown to, how long before held meetings are archived, who must acknowledge it, and Require admin sign-off.
3. Turn on Simple mode — Skip the agenda, just Attendance and Notes — for a meeting run off a presentation. Otherwise build the agenda headings.
4. Add a presentation (PDF, Word or PowerPoint) a facilitator can open during the meeting, and the documents or policies to link.
5. Add the facilitators who may start and run it.
6. Assignments & Frequency: who has to hold it and how often — by site, by position, or by a named person.
7. Schedule & reminders: when it happens and who is reminded. Each type can have its own.

The type's Scheduled and Archived tabs list its meetings. A blank, fillable agenda can be printed for a meeting held on paper. Running one is in "Starting and running a meeting".

The JOHSC committee

Meetings → Committee: add members with their role (worker representative, employer representative, co-chair), the date appointed, their 8-hour foundation training and when their annual training is due. Set when the committee was established and its terms of reference; the annual evaluation date follows.