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Capture minutes and raise actions

The output of a meeting is its minutes and the actions arising from it. SteadyOn keeps both attached to the meeting so the trail is complete.

  1. Open the meeting and go to the Minutes tab.
  2. Write up what was discussed and decided — it’s the same rich-text editor as the agenda, so headings and bullets work.
  3. It saves automatically.

Decisions that need follow-up should become actions, so they’re owned, due-dated, and tracked to close-out:

  1. Go to the Related tab.
  2. Click to add a related item, then + Create new an Action.
  3. Fill in the action — title, who’s responsible, due date, priority — and save. It’s created and linked to this meeting in one step.

You can also link an existing action, or relate the meeting to a hazard, incident, inspection, document, or emergency plan from the same tab. The linked actions then show on the meeting, and the meeting shows on each action.

When the meeting is done:

  1. Use the Status control in the meta strip (or Mark as held in the menu).
  2. Confirm. The meeting is recorded as held.

If it’s a recurring meeting, marking it held also schedules the next occurrence — see Run a recurring meeting. If you need to keep editing afterwards, you can reopen it from the status control.