This lesson covers consultation recording: how to create a consultation, set its type and format, add participants, schedule it, and capture the outcome after it happens. Consultation is your evidence of worker engagement.
What you'll cover:
Basic details. Creating a consultation and setting its title, type (Risk Assessment Review, Control Review, Incident Debrief, Investigation, Framework, Policy, or General), format (in-person, video conference, toolbox talk, phone call, workshop, or other), date, and location.
Linking to an entity. Tying the consultation to a specific risk, incident, or control so it shows up against that entity.
Participants. Adding internal users by search or external people manually, and marking each as internal, external, or anonymous.
Capturing outcomes. Coming back after the consultation to record attendance, per-participant contribution notes, key outcomes, feedback received, and next steps.
Key takeaways:
Consultation is your evidence of worker engagement, so the record matters as much as the conversation.
Linking a consultation to a risk, incident, or control connects the engagement to what it was actually about.
The record isn't finished when the consultation is scheduled. Come back afterwards to capture attendance, outcomes, and next steps.
