Add attendees to a safety meeting

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add users to a safety meeting who need to attend this meeting.

    Antes de Iniciar

    Role required: sn_ohs_im.meeting_manager or sn_ohs_im.meeting_writer

    Por Que e Quando Desempenhar Esta Tarefa

    Using the Attendees tab of a safety meeting, you can keep track of all attendees and absentees for the meeting in the same place.

    Procedimento

    1. Navigate to All > Health and Safety > Health and Safety Workspace.
    2. Select the meetings icon (safety meetings icon).
    3. In the Meetings list, select the one that you want to add attendees to.
    4. In the Attendees tab, select Add or New to add attendees for this meeting.
      OptionSteps
      To add multiple attendees Add users with the Health and Safety profile in your organization who are attending this meeting.
      1. Select Add.
      2. Select Filter and use the condition builder to define conditions to choose users to be added as attendees.
      3. Select users in the list and then select Add.
      For information on Health and Safety profile, see Health and Safety user profile.
      To add an external attendee or a single internal attendee
      1. Select New.
      2. On the form, fill in the fields.

        For field descriptions, see Health and Safety meeting attendee form.

      3. Select Save.

    Resultado

    • The attendees are listed in the Attendees tab of the meeting and are saved in the Health and Safety meeting attendee [sn_ohs_im_meeting_attendee] table.
    • For an attendee internal to your organization, the Attendee profile column of this list shows the user's Health and Safety profile.
    • For an external attendee, the Attendee profile column of this list is empty.