Who can use it: care-home managers and administrators (access can be set per meeting type).
Where to find it
Open the Meetings menu inside a care home.
How to
- Create a meeting and choose its type (for example Management, Staff, or Residents/Relatives).
- Work through the template's question set, then save as draft and complete when finished.
- Attach signed minutes as PDF or Word files, or use the quick attach-only flow to file signed minutes in one step.
- Use Previous actions review to pull the last meeting's agreed actions with their Action-Plan status.
Good to know
- You can print or display a per-template QR code that opens a no-login public form so a meeting's minutes can be submitted directly; rotating the code invalidates the old printout.
- On Enterprise, two or more people can co-edit a meeting draft live before finalising.
Related: Action Plans · Surveys