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By following this guide, you will schedule SRB and SAG meetings, build agendas, record attendance and votes, track action items, and maintain committee records for Part 5 compliance.
Who should read this: Safety managers and admins who schedule and facilitate committee meetings. Committee members (chairs, members, and observers) also benefit from understanding the meeting workflow.Prerequisites: Safety manager or admin role. Committee members should be configured in your workspace settings.

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Committee Types

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Run a Committee Meeting

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Manage Committee Members

Navigate to Safety Committee > Members to manage membership:
  • Add members from your workspace users.
  • Assign roles — chair, member, or observer.
  • Track participation history to monitor engagement over time.

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Meeting Statuses

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Meeting Records for Compliance

Committee meeting records serve as evidence for multiple Part 5 requirements: These records are accessible from the Compliance module for use as Part 5 evidence.

Track Compliance

Using meeting records as Part 5 compliance evidence.

Create a CPA

Converting meeting action items into tracked CPAs.

Manage Documents

Storing meeting minutes as safety documents.

The Four Pillars

How committee activities support Safety Promotion and Assurance.
Last modified on April 11, 2026