Summary
In short
- A meeting and action log is a log used in KnowOps that holds the decisions and actions from any operational meeting, with an owner and a date on each. It is built against ISO 9001 cl.9.3 and forms part of the Daily Management System programme.
- Maintained per meeting series. Owned by the chair.
- The template holds 34 fields across 3 sections, with actions repeating for each entry.
- Scoring is actions closed, where high is good.
- ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable.
- It connects to the rest of the library: links Tier Board Review and CAPA.
What it is
What it is
What is a meeting and action log?
A meeting and action log is a log used in KnowOps that holds the decisions and actions from any operational meeting, with an owner and a date on each. It is built against ISO 9001 cl.9.3 and forms part of the Daily Management System programme.
When is a meeting and action log completed?
A meeting and action log is completed continuously, as entries occur. Maintained per meeting series.
When to use it
When to use it, and when not to
This log is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this log covers has occurred, or is about to
- The workspace is being set up, or the register needs an entry added or retired
- You are running the Daily Management System programme and this is one of its steps
- A linked record needs this one to exist: links tier board review and capa
Not for
- Tier Board Review, which runs the daily management meeting against a fixed agenda and records what was agreed and by whom.
- Gemba Walk Record, which records a structured walk of the process by a manager, what was observed and what was raised.
- Layered Process Audit, which checks that a small number of critical process steps are being done as specified, by different levels of management on different frequencies.
- Anything outside KnowOps, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 9001Quality management systems
The international standard for consistently meeting customer and regulatory requirements. Certifiable.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the meeting and action log template based on?+
It is built against ISO 9001 cl.9.3. ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the meeting and action log contain?+
There are 3 sections: header, actions, log health. Together they hold 34 fields, 24 of which are required.
How many meeting and action log records should we have?+
This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.
Which programme does the meeting and action log belong to?+
It is part of Daily Management System. Actions with owners and dates that survive the board being wiped.
How is a meeting and action log scored?+
Scoring is actions closed. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the meeting and action log template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the meeting and action log library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowOps — frontline execution. Shift handover, production control, daily management, worker lifecycle and improvement.
Sources
Sources
- ISO 9001 — Quality management systems
- ISO — International Organization for Standardization