So you want to schedule a meeting in advance? Let's go back to the Dashboard to get started.
and scroll down to the Safety Meetings - Upcoming Meetings section. Here you can schedule meetings and view meeting logs.
When adding a safety meeting, choose the topic you are covering, then click on the Next Add Attendees button.
Choose your users from the drop down and if needed you can add additional attendees by inputting their email addresses. If your people do not have email addresses, assist them in setting up a simple Gmail, or similar, account.
When you are finished adding attendees, add your details. In the picture example I have a meeting location, but you can also add the virtual meeting link in that box if you are conducting this meeting virtually.
If everything looks correct, create your meeting.
You will be able to print your generated meeting form that has an attendance record included.
Your meeting attendees will be invited via email with a safety meeting document attached that looks like this:
Once you have completed your trainings, you can View Meeting Log information by selecting that option.
You will see the meetings you have already offered which will include your attendance records.