Add New Safety Meeting Discussion Item
- With the Safety Meeting details form open, navigate to the New Business Items section.
- Click the 'Add' button above the grid and to the right. This will refresh the form showing the Safety Meeting - New Business Item Details form.
- The Meeting Item # will be set automatically but can be modified. The default format is Meeting #-001.
- Optional: Enter a Category (ex. Equipment Operation, Scaffolding) or click the lookup icon on the right to select an existing option.
- Enter the Subject.
- Enter the Discussion Description.
- Optional: Select the Responsible Company and Contact from the drop-down. Companies listed are referenced in the Project Directory.
- Optional: Enter the Due Date.
Note: New Business Items will appear in the Safety Calendar and Alerts view as long as the item is Open (Closed unchecked).
- Click the 'Save' button.