Adding Meeting Attendees

Purpose

As a Meeting Owner, add meeting Attendees to make sure the appropriate stakeholders participate in the management review and that the meeting record reflects required participants for quality and safety compliance.

Prerequisites

Installation Package: CQ Core, CQ Management Review Dashboard Extension

Product: QualityQuest

Function: Meetings - Management Review

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Management Review Meeting Owner PSG

Record Status: Draft

Steps

1. Open the Meeting record.

2. Open Attendees. Then click New.

3. Specify this information:

   • Contact or User
     Select the attendee.

   • Attendee’s Meeting Role
     Specify the attendee’s meeting role.

   • Attendee’s Access
     Select the attendee’s access level: Read or Edit.

   • Attendance
     For past meetings, enable Attendance and specify whether this attendee was present.

4. Click Save. To add another Attendee, click Save & New.

Note: You can add, update, or delete attendees until the meeting review record reaches Closed Status.

Expected Outcome

• Attendees are added to the meeting.

• Attendee Edit and Delete actions are available.

Additional Resources

ComplianceQuest

• Starting Meetings