Meetings

The Meetings tile supports pre-shift meetings, toolbox talks, and other structured group communications that need to be documented and auditable.

How meetings work

Admins create meeting series — recurring schedules (shift-based, daily, weekly, or one-off). The system automatically generates meeting instances on the correct schedule. Users check in and complete their fields; the record is stored permanently.

Checking into a meeting (Users)

1. Open the Meetings tile
2. The next upcoming meeting is shown at the top
3. Tap to open it and review any documents or agenda items
4. Mark your attendance — Present, Absent, or Excused
5. Complete any fields assigned to you
6. Submit

Running a meeting (Admins)

Creating a meeting series

1. Open Meetings → tap New Series
2. Set the meeting name and schedule:
   • Shift-based (day shift / night shift)
   • Daily
   • Weekly (pick the day)
   • Single (one-off)
3. Add custom fields to the meeting form — text, checkboxes, dropdowns, numbers, or section headers
4. Configure attendee groups
5. Save — meeting instances are generated automatically

Managing a live meeting

• View attendance in real time as users check in
• Mark absent or excused for users who haven't checked in
• Add notes or action items during the meeting
• Attach documents (safety sheets, procedures, agendas)

Meeting history

All completed meetings are stored and searchable. Each record includes:

• Full attendee list with timestamps
• All field values filled in during the meeting
• Attached documents
• Action items and completion status

Action items

During or after a meeting, admins can add action items — tasks with owners and due dates. Action items appear in the meeting record and can be marked complete.