> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/outcomes/meetings-and-decisions.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.

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](captains-report.md)
- [Quarterly cycles and returns](quarterly-cycles-and-returns.md)