Meetings and action plan

The 8D team’s meetings feed the case file. Kanriq turns the notes taken during the meeting into structured minutes, which the leader validates.

Record a meeting

1. In the complaint’s Meetings tab, click New meeting.
2. Enter the date, time, attendees and the steps discussed.
3. Type notes as you go, without formatting — or paste an email.
4. Click Propose minutes.
5. Review, correct if needed, then validate.

What the minutes contain

• Findings — the facts, with their figures, dates and references, linked to a step.
• Decisions — what was decided, unconditionally.
• Actions — phrased as tasks, with the owner and due date when the notes give them.
• Open questions — what is still to be settled.
• Step actions — a step closure or reopening that the meeting decided.

Caution

A conditional course of action (“if sorting finds more parts, we inform the customer”) is classified as an action, not a decision. An owner or a due date never appears unless it is in the notes: “Monday” stays “Monday”.

After validation

Validated minutes become evidence that proposals for later steps can cite; a draft never does. Actions join the site’s action plan, linked to the complaint, with their owner and due date.