The tracker is for managers, admins and the DSL. Anyone else who opens Meetings goes straight to the meet and greet log.
Steps
- Open Meetings. The Meetings tracker shows each young person with their meetings across the page.
- Read the four numbers at the top: logged, attended, not attended and not recorded.
- Tick Only show not attended and press Apply to see only the meetings that were missed.
- Press + Log a meeting, type a name or code, and choose the young person. Their record opens at the meeting form.
- Open the Meet and greet log tab. Use Find a record and the status list, set to All statuses or one status.
- Open a row to add detail, send it to a manager or sign it off.
If it goes wrong
- If the page says the meetings could not be loaded, that is not the same as none. Reload it.
- If you cannot sign off a meet and greet, you may be the person who wrote it. Another manager must do it.
- If a young person is missing, you may not have access to them. Ask a manager or an admin.
How it links together
Meetings are logged on a young person's record and gathered here. A meet and greet is its own record, not a session, so attendance and delivery never count it.
- DraftSaved from the record
- SentTo a manager
- Signed offBy someone else
- Re-openedIf it needs changing
What the tracker shows
Each row is a young person. Their meetings run across the page, oldest first, as Meeting 1, Meeting 2 and so on. Each box shows the type and the date.
A green box was attended. A red box was not attended. A box with no colour has not been marked yet. The types include TAC, CIN, CP, CLA and EHC meetings.
Narrowing the tracker
Choose an area or a meeting type, and tick Only show not attended. Press Apply. You can also search by name or reference code.
Logging a meeting
+ Log a meeting opens a picker. Type at least a couple of letters of a name or a reference code. Choosing a young person opens their multi-agency tab.
What a meet and greet is
A meet and greet is the first meeting with a young person. It is its own record, not a session, and it is never counted in attendance or delivery.
It records who was there, notes, reflections, other professionals, actions and whether the consent forms were completed at the meeting.
Its three stages
- Draft: it saves with anything in it, or nothing. The writer or a manager can change it.
- Waiting for a manager: it has been sent. It needs the notes from the meeting first.
- Signed off: a manager who did not write it has signed it off. It cannot be edited, but a manager can re-open it.
The log
Meet and greet log lists every record you are allowed to see. Each shows the young person, who wrote it and whether consent forms were completed. The old address /meet-and-greets sends you here.
To add the first one, open a young person's record and choose Meet and greet there. The log is for finding and following records, not for starting them.