Meeting notes and the decisions register

An Epic's Captain keeps two records beside the quarterly report: notes of their meetings with partners, and the register of decisions the Epic has asked your organisation to make. Both open from the Epic overview. This appears only when it is turned on for your organisation.

Record a meeting

Meeting notes are the Captain's own record of a conversation. The partner never reads them, readers of the Epic see them once the quarter is finalised, and an administrator does not read them at all.

1. Open the Epic overview and select the meeting notes for the quarter.
2. Under Record a meeting, choose Which project was the meeting about? and say When did it happen?: the day of the meeting, not the day you write it up.
3. Fill in Who was there? and What came out of it?, then select Save this note.

Under Does anything need following up?, say What needs doing and Who holds it, then select Add this follow-up. It is added to your worklist. Tick Print this note in the report to carry the note into the quarter's report. Select Correct this note to change a note you wrote.

The decisions register

Decisions and outcomes lists every decision the Epic has asked for, in every quarter, and what was recorded against each. Recording an outcome adds to the register and never replaces what is there.

To record an outcome, select Record an outcome beside the decision. Choose What was decided, say Who decided it and When it was decided, and give The decision in their own words. Then select Record this outcome. Under Decisions you expect to ask for, list the decisions the Epic expects to need, with when and who decides, and select Save these decisions.

Readers of the Epic see the register but do not write to it. The Captain records each outcome and names who decided it.

See also

• Captain's report
• Quarterly cycles and returns