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How to Record Staff Meetings

The system allows users to track information about staff meetings that are held.

Staff meetings can only be recorded at the institution/district or site level. Please read this article to learn more about switching access.

To begin, click Participation in the left-hand navigation menu.

Participation Menu.png

Then, select Staff Meetings.

StaffMeetings.png

A list of past staff meetings will be displayed in the table.

To edit an existing meeting, click the pencil icon

To delete an existing meeting, click the trash can icon.

StaffMeetingTable.png

To add a new meeting, click Add Meeting. 

Next, choose whether the meeting is a Staff meeting (only program staff) or a Collaborative Meeting (program staff plus others like day school teachers). Both types function the same; they are categorized for reporting only.

AddMeeting.png

Enter information for each data field for the selected meeting type. Required fields are marked with a red asterisk.

Click Next Step when completed.

AddMeetingNextStep.png

In Step 2, a list of all staff for the selected organizations will display. Check off those who attended. To learn how to add staff, please read this article.

The attendance duration for each staff member is recorded. By default, the meeting length from Step 1 is shown for each staff member. To adjust it, click the blue underlined time and modify it to reflect their actual attendance (e.g., if they left early).

When complete, click Save.  The new meeting will appear in the list of Staff Meetings.

StaffMeetingSave.jpg

 

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