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# Meeting Register

The meeting register lets you record meetings, capture decisions, and link actions to agenda items. It creates an audit trail of your governance and management meetings.

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## Why Use the Meeting Register

Auditors want to see that your RTO has functioning governance arrangements. The meeting register provides evidence of:

* Regular governance and management meetings
* Documented decisions with clear approval
* Actions that flow from decisions (tasks, risks, improvements)
* Who was involved and when

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## Enabling the Meeting Register

The meeting register is optional. To switch it on:

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Go to [**RTO Settings → Meetings**](https://app.rtosafe.com.au/MeetingsSettings)

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Turn on the **Meetings Feature** toggle

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Once enabled, **Meetings** appears in your main navigation for all staff.

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Only Compliance Admins can enable or disable this feature.

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## Creating a Meeting

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Go to [**Meetings**](https://app.rtosafe.com.au/Meetings) and select **Create**

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Enter the meeting details:

* **Title** — a clear name for the meeting
* **Date and Time** — when the meeting will occur
* **Category** — choose from Governance / Executive, Operational / Management, or General / Project
* **Description** (optional) — purpose and objectives

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Select **Create**

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New meetings start with `Planned` status.

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## Choosing the Right Category

Use categories to organise your register and filter during audits:

<figure><img src="/help/assets/meeting-register-1.png" alt="Meeting register listing meetings grouped by category with status badges"><figcaption></figcaption></figure>

| Category                 | Use for                                                   |
| ------------------------ | --------------------------------------------------------- |
| Governance / Executive   | Board meetings, executive reviews, strategic decisions    |
| Operational / Management | Team meetings, departmental reviews, operational planning |
| General / Project        | Project meetings, working groups, ad-hoc discussions      |

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## Adding Agenda Items and Attendees

Open the meeting to add:

* **Attendees** — search and add staff members or external stakeholders
* **Agenda Items** — add discussion topics with optional notes

You can reorder agenda items using the move controls.

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## Recording Decisions

During or after a meeting, add decisions to each agenda item:

1. Open the meeting and select an agenda item
2. Add a **Decision** with what was decided and who approved it
3. The system records when it was added and by whom

Decisions create a formal record of what your governance body approved.

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## Linking Actions to Decisions

Each agenda item can link to:

* **Tasks** — compliance or operational work to complete
* **Risks** — new or existing risks to manage
* **Continuous Improvements** — improvement initiatives arising from the discussion
* **Documents** — meeting papers, reports, or evidence

These links show auditors that your governance decisions result in concrete actions.

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## Meeting Status

Meetings progress through three statuses:

| Status        | When to use                    |
| ------------- | ------------------------------ |
| `Planned`     | Before the meeting takes place |
| `In Progress` | During the meeting             |
| `Completed`   | After the meeting is finished  |

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Once a meeting is marked `Completed`, you can't add or remove agenda items, decisions, or actions. This preserves the audit trail.

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