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Enerit ISO 50001 Meetings Module Training Presentation

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Enerit ISO 50001 is the only software that helps you implement, manage and maintain an effective energy management system based on the ISO 50001 standard.

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Enerit ISO 50001 Meetings Module Training Presentation

  1. 1. © 2007 Enerit Ltd. © 2014 Enerit Ltd. Enerit ISO 50001 Meetings Module
  2. 2. © 2007 Enerit Ltd. © 2014 Enerit Ltd. Enerit ISO 50001 Meetings Management Effective meetings are a key element of any energy management system Enerit ISO 50001 software Meeting module can be used by managers, members of the energy team and all users of the Enerit software. It ensures that you are always up to date on what is happening, what actions need to be carried out and how effective the actions have been implemented. It functions as an indicator of your organization’s compliance with regulatory and energy standard requirements (such as, Management Review). How can you ensure that records are kept, and that recommendations are fully closed out?
  3. 3. © 2007 Enerit Ltd. © 2014 Enerit Ltd. The Enerit ISO 50001 Software Meetings workflow allows the energy team: Create, plan and schedule Meetings Invite and FYI the energy team along with details of the meeting schedule, time and location. Record Meeting minutes and generate actions. Generate both improvement opportunities and nonconformities. Keeps a full record of all Management Review inputs and outputs. Meeting Workflow
  4. 4. © 2007 Enerit Ltd. © 2014 Enerit Ltd. Scheduling an Meeting (2) 1. Click “Create New…” 3. A blank Meeting form opens in a new window. 2. Click “Checking” 1. Click “Meeting”
  5. 5. © 2007 Enerit Ltd. © 2014 Enerit Ltd. Scheduling a Meeting (3) The Enerit ISO 50001 Software “Meeting“ form allows you to schedule energy management meetings, both Management System and Technical automatically create and track actions from the meeting. Data Entry:(The next slide has an example of a complete scheduled meeting) Meeting: • Title: Enter the title or description of the Meeting. This field is mandatory. • Location/Building: Select Location from the list of pre-defined locations. The list of locations is configured in the Administration section. This field is mandatory. • Category: Select category from list of pre-defined categories (e.g. Internal, Certification Body), This list is configured in the Administration section. • Chairperson : Click on the “Select Chairperson” button and select the name of their name from the list. • Date & Time (Start & End): Click to Select the start date and time and end time for the meeting. • Invitees: Click on the address book icon and select the names of the people to be invited to the meeting. • FYI: Click on the address book icon and select the names of the people to be informed about the meeting. Agenda: • Agenda: Enter details of the agenda of the meeting. You can copy and paste agenda items into this box. To be filled in at or after the meeting: Attendees & Minutes: • Attendees: Click on the address book icon and select the names of the people who attended the meeting. • Meeting Minutes: Enter details of the meeting minutes. You can copy and paste the minutes into this box. (also the attachment feature can be used) • Submit (button): Click on this button when you have completed preparing this audit and ready to schedule for the dates selected. NOTE: You can save and close a meeting while you are preparing it without submitting. The Meeting status will remain as draft and will appear under your “My Tasks” section of the Enerit ISO 50001 Software portal.
  6. 6. © 2007 Enerit Ltd. © 2014 Enerit Ltd. Scheduling a Meeting (4) - Example
  7. 7. © 2007 Enerit Ltd. © 2014 Enerit Ltd. Completed Meeting (with one associated action) - Example If you are satisfied with the Meeting details and actions, click on this “Submit” button. This will close and finalise the meeting details.

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