Using Indistar to Document Meeting Agendas and Minutes

Click on the button at the top of your main menu screen.

From the icons of the modules, select

MEETING AGENDA

Go to the tab, 1. Enter or Edit Meeting Agenda.

Click “Set up a new Meeting Agenda.”

Complete the Meeting Information portion of the form and click the Save button at the bottom of the

screen.

Agenda Items I – V will be entered later within the minutes function.

VI. Indicators to Assess-Plan-Monitor -If the meeting is related to an indicator in the Indistar plan, click

“Add Indicators to Agenda”

For example, if the team is meeting to identify students or select interventions, you will designate TA01

or TA02, as appropriate.

Within Indicators to Assess, Plan and Monitor, select Display all Indicators.

Scroll to the desired indicator and select the checkbox on the left if you are assessing the indicator and

the box on the right if you are planning or monitoring the indicator. Then click “Add Selected Indicators”

The Indicator will appear in your agenda:

VII. Other Business

Enter other topics that will be discussed.

VIII. and IX. will be completed when the minutes are entered.

Click “Save Agenda” or “Save and Print Documents” when finished.

The meeting will now be listed in the Team Agendas and Minutes module. The Agenda link will connect

directly to the agenda as entered.

FORMS AND WORKSHEETS FOR MEETINGS

Go to tab, 2. Print Documents for Meeting.

Here you will find blank forms for agendas, minutes, and worksheets to guide discussions during

meetings.

In each form, click on the disk icon to export the document in the desired format, Excel, PDF, or Word.

Use the worksheets for Assess-Plan-Monitor to record meeting minutes or utilize your own format for

documenting the discussion and activities that occurred during the meeting.

For convenience, this page also provide links to the Comprehensive Report and the Task Report, which

list the details of your school improvement plan.

MEETING MINUTES

After the meeting, navigate to the Team Agendas & Minutes module.

Click on the button at the top of your main menu screen.

From the icons of the modules, select

Click on the date for the meeting to enter the minutes.

Go to the tab, 3. Enter Meeting Minutes.

Complete each section, checking the relevant boxes for attendance and topics discussed.

In VII. Other Business, summarize actions taken during the meeting. If you have detailed notes, you can

upload them to the File Cabinet and refer to the filename here. However, this section should contain

highlights. DO NOT IDENTIFY STAFF OR STUDENTS BY NAME IN THE MEETING NOTES.

Note the next meeting information and adjournment time in sections VIII and IX.

Click Save Meeting Minutes to save the form.

A link for the meeting minutes will now appear in the list of meetings within the Team Agendas &

Minutes Module.

UPLOAD MEETING DOCUMENTS TO INDISTAR

Detailed meeting minutes and supporting documents can be uploaded to the Indistar File Cabinet.

Remember not to identify staff or students by name in these documents, as the files can be viewed by

non-school or district staff.

On the Dashboard page, click “Document Upload.” The dashboard page is opened in a different window

than the Main Menu page.

Select Upload a New File…

Complete each field to upload your file. You can create a new folder to group similar documents. Click

Upload to finalize the process.