Record a meeting

Committee and toolbox meeting records with the attendee sign-off list, agenda topics and minutes (FRQ-SFM-002, spec 7.4).

Quick templates

Meeting number

Auto-generated on save (MTG-#####) — read-only

Name

Meeting type

Held at

Chair

Picked from the corporate directory — the chair's UUID binds on the record, so creation never fails on a typed name.

Record class

Attendees and sign-offs

Tick Sign-off when the person confirmed the record; each confirmation is stored against their name (spec 7.4).

Attendees are picked from the corporate directory; a visitor or contractor not in the directory? The picker's "+ Add External Person" mode records them by name — creation never fails on a name string.

Agenda topics

Minutes upload

PDF, Word or a photo (png/jpg/webp — a whiteboard or signed sheet counts), up to 10 MB, stored with the meeting record.

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