1-to-1s & Actions includes a wide range of functions that allow you to use quality data and other performance data to manage any type of meeting and add / update actions.
To get started, go to 1-to-1s & Actions menu icon and choose the 1-to-1 records & actions option.
You will then be taken to the following screen;
The high-level workflow for 1-to-1s & actions
Step 1: Trigger a meeting Meetings can be triggered from reports or directly from the menu
Step 2: Enter the details of the meeting (E.g. time and place, etc.) Meetings can be started straight away or scheduled for a date and time in the future.
Step 3: View, edit, delete or start a scheduled meeting Scheduled meetings can be viewed, edited or deleted before their start time and, when it's time to start the meeting, the meeting can be opened.
Step 4: Manage the meeting With both the meeting facilitator and participant ready, the meeting can be started. EvaluAgent guides both parties through a structured agenda that can be configured based on meeting templates you create.
Step 5: During the meeting, actions can be assigned and recorded. Actions can also be assigned outside of meetings.
Step 6: Once the meeting has been fully documented, the meeting participant is prompted to formally acknowledge the meeting