Meeting Notes
Navigating Meeting Notes
Gabby Dannemiller
Last Update hace 6 meses
For employee's the new Meeting Notes feature will be displayed in the upper left-hand corner of the dashboard. This feature allows leaders to enter meeting notes that are visible to the employee and all leaders with access to his dashboard. Meeting notes have no impact on scoring and are not connected to performance scoring.
Adding a Meeting Note
Only leaders may enter meeting notes. To create a meeting note, go to the dashboard of the employee and click the ADD MEETING button in the top right-hand corner of Meeting Notes.
The Meeting Title and Notes are required to save the form. If attachments are needed, simply click and drag them to the attachments area. Attachments are not required but encouraged if they are mentioned in the meeting notes.
When all of the information is complete, click CREATE MEETING in the bottom right-hand corner.
To view a specific Meeting, click on the box. It will highlight in gray when you hover over it. Click to open.
When you click, a pop-up box will appear with the meeting details. The meeting will capture the title and date of the meeting, who added the meeting to TrackIT (leader) and who attended (employee) and an updated date as needed. If all of the data is not visible simple scroll down to view the information. In this example, the there are two attachments: New_Hire_Form_2025.docx and Megan1.png .
Viewing Attachments on a Meeting Note
To view an Attachment, simply click the DOWNLOAD button underneath the attachment.
Acknowledging a Meeting Note
All Meeting Notes will be listed as NEW until the employee clicks into the meeting and selects the blue ACKNOWLEDGE Button.
Once the employee clicks Acknowledge, a green box will appear and when returning to the Dashboard, the Note will no longer be listed as NEW.
Viewing Notes
After viewing a note, the employee is prompted to Acknowledge the note. If the employee tries to close out a meeting without acknowledging it was viewed, a popup box will appear. The employee can choose to STAY AND REVIEW or to LEAVE WITHOUT ACKNOWLEDGING. If the employee clicks LEAVE WITHOUT ACKNOWLEDGING the Meeting Note will remain labeled as NEW in the system. If they select STAY AND REVIEW the label of NEW will no longer appear to the right of the Meeting note.
Editing a Note
Only leader's can edit a note. In this example, Demo Leader, has the ability to edit this note. Demo Leader clicks on the note and then scrolls to the bottom and selects the blue EDIT button.
The leader must enter a reason for the change and click Save.
