Using meeting templates might be useful if your organization want to use meeting that has a specific items and structure that need to be addressed during the meetings. You can create multiple meetings templates, and assign them to log templates on specific tiers.
Click on the setting/gear icon in the menu. Select Account settings.
Click on the tab - Meeting templates. Here you will find a list of your meetings templates. If you want to create a new template, click on New meeting template.
Now, enter the specific details that you want to have in this specific template. It will be possible to make changes to the template after you have saved it.
This is the name / description of the meeting template.
This set in which part of the organization the template will be available. Read more
Defines the group where the template will be assigned.
Items / topics that need to be discussed during the meeting. Click on Add to add an item or topic you want to be part of your meeting. Each item will have a text box, where you can add text during the meeting. The number under each text box indicates how many characters has been entered.
Focus is meant as an overall indicator for what the emergency response organization should focus on in this specific stage of the management of the critical event. The focus might change during the course of the event. Examples: "Focus on securing personnel". "Focus on limiting environmental damage". In between meetings, users can see and monitor Focus and Status in the tab "Focus and status" tab in the active log.
This section is meant as a visible status field connected to specific numbers. "Injured people: 2", "Persons evacuated: 52", and so on. The numbers can be updated. All users, also not the ones participating in the meeting can see the Status in the tab "Focus and status".
This works in the same way as creating tasks in the log view. You can assign tasks to users, and set deadlines. It is conveniant to be able to set tasks in the course of a meeting.
When you have specified the content of your meeting template, click Save.
The template will now be added to the list in the left column. By selecting the template, you will see its details in the right column. By default new meetings is set as "Unpublished". To be able to use the meeting template in logs, you need to click on the Published/Unpublished switch, and then Save. The content of the template can be edited at any time, followed by Save.
Published meeting templates will be available in the Meeting section during active logs.
Meeting templates can be assigned to log templates. When a log is started from a log templates, a meeting with your template of choice will be created automatically when the log is started. In this way you can be certain that your team use the correct meeting template in a specific scenario.