Teams Meeting Logs
Review how to create a BTA Team meeting log for detailing discussions, decisions, and tasks.
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BTA Teams Meetings feature allows multidisciplinary teams to record the date and attendance of team meetings. It also allows for the recording of notes and relevant information discussed that does not directly belong on a threat assessment case.
How to log a Team Meeting:
1). From the Case Manager home screen, click the “Teams” tab in the toolbar.
2). Locate the team you want to log a team meeting for and click “View”.
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3). From the menu, click the “Meeting Logs” tab on the far right.
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4). Select “+New Logs” to add a new meeting log.
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5). Complete the Meeting Log entry. We recommend following the order below when completing meeting notes:
- Title
- Date
- Place of Meeting
- Participants: this participant list is specific to BTA Users
- Additional Participants: Use this section to add additional meeting attendees who are not active users in BTA.
During the meeting, leverage the “Related Cases” section on the left to view all cases associated to your team. You have access to open cases and by using the checkbox to the left of “Show Closed Cases” you can view closed cases as well. Quickly see the Person of Concern and Case #. If you need to open the case for further review, select “View” to open the case in a new browser tab.
Before completing your team meeting entry, be sure to log all meeting minutes in the “Summary”!
Additionally, Team Meeting Logs give you the opportunity to attach files, create tasks for Team Members, and add additional notes outside of your Summary Report.
Once complete, save your Team Meeting Log by selecting “Add”.
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All completed Team Meeting Logs can be found in the “My Teams” section under “Team Meetings”. Use the Search Bar to quickly find Team Meeting entries based on Date, Titles, or Cases. Check the Month column to see if a meeting has been held for current/previous month and compare discussed cases with open cases in the Discussed/Opened Cases column.
Frequently Asked Questions:
Who can view Team Meeting Logs? By default, Team Meeting Logs are only accessible by members of that BTA team. Only Admin Users within the BTA Case Manager system can view all Meeting Logs.
How can I export a specific Meeting Log? After the Team Meeting is logged, navigate to the “Team Meetings” section. Find the specific Meeting you would like to export and select the vertical three-dots ellipsis on the right. Select Export.
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How can I export ALL meeting logs created by my BTA Team? In the “My Teams” Tab, select “Meeting Logs”. Select “Export All” to export all meeting logs. This report will be generated as a .xlsx file.
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How can an Admin User export all Meeting Logs created across all BTA teams? Starting from the home screen, select the “Admin Tab”. In the Metrics section, scroll to the bottom of the screen to find “Reports” section. In this section you can select Export All Teams Meeting Logs. This report will be generated as a .xlsx file.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/11739/4069053/1716233372061-Reports%2BLog%2BExport.png)
Admin users also have access to a “Teams meetings” tab within “Teams” to “Export All” or by using the vertical three-dot ellipsis export a specific Team log.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/11739/4069051/1716233185701-Admin2BExport20240520-112-z6sx2h.png)
Where in the BTA Case do I see that the case has been discussed in a Team Meeting? While viewing a case, hover over the “i” to the right of the Case #. This will display any meeting where the case was discussed.