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Meetings and Attendance Sheets

The Meetings module allows managing meetings, workshops and trainings organized within the program, as well as participant attendance sheets.

Objectives

  • Document program meetings and events
  • Record participants and their attendance
  • Import data from KoboToolbox (field attendance forms)
  • Analyze participation by event type and geographic area

Access

Menu: Meetings

The module is organized in two sections:

  • Meetings: List of all meetings
  • Contacts: Participant directory

Meeting types

TypeDescription
WorkshopTraining or working session
Community meetingMeeting with local communities
Technical committeeProgram technical meeting
TrainingTraining session
AwarenessAwareness campaign

Meeting list

Statistics

At the top of the page, cards display:

IndicatorDescription
Total meetingsTotal number of recorded meetings
ParticipantsTotal number of unique participants
This monthMeetings organized this month

Table columns

ColumnDescription
DateMeeting date
TitleMeeting title
TypeEvent type (colored badge)
LocationLocation (region/sector)
ParticipantsNumber of participants
ActionsView details

Available filters

  • Search: By title or location
  • Type: Filter by meeting type
  • Date: Period (from / to)

Meeting detail

The detailed record presents:

General information

  • Title and date
  • Meeting type
  • Location (region, sector, locality)
  • Description and agenda

Participant list

Table of attendees with:

  • Full name
  • Organization/Function
  • Phone
  • Signature (if collected via Kobo)

Export

  • PDF: Printable attendance sheet
  • Excel: Participant list

Synchronization from KoboToolbox

The module allows importing attendance sheets collected in the field via KoboToolbox.

Synchronization procedure

  1. Click on Sync Kobo at the top of the list
  2. Select the Kobo form to synchronize
  3. Optionally, check Download signatures to retrieve signature images
  4. Click Synchronize
  5. The system imports new meetings and updates existing ones

Compatible forms

Kobo forms must contain:

  • Meeting date
  • Type/category
  • Location (region, sector)
  • Participant list (repeat group)
  • Signatures (optional)

Contacts

The Contacts tab displays the directory of all meeting participants:

ColumnDescription
NameContact's full name
OrganizationAffiliated structure
FunctionRole/position
PhoneContact number
EmailEmail address
ParticipationsNumber of meetings the contact attended

Filter contacts by name, organization or phone.


Use cases

Prepare an activity report

  1. Filter meetings by period
  2. Check participation statistics
  3. Export data to Excel

Track an organization's participation

  1. Go to the Contacts tab
  2. Search for the organization
  3. Check the number of participations

Import a new field session

  1. Verify that Kobo forms are synchronized
  2. Launch a synchronization
  3. Check imported meetings

Best practices

:::tip Recommendations

  1. Synchronize regularly: Import Kobo data after each field mission
  2. Check for duplicates: The system detects already imported meetings
  3. Complete information: Add missing details after import
  4. Keep signatures: Enable the option for official meetings :::