Agnes Schooling

Documented Discussion Form

This form should be used for any documented discussion between a Team Leader and an Agent. Behaviors, lateness, values, attendance, compliance.

Use this Template

Print as PDF

Use this Template

Go digital today!

Convert your paper checklists into digital forms

Scan this QR code to use this paper checklist on your smartphone or tablet or visit https://safetyculture.com/

Title Page

Conducted on
Prepared by
- Lisa
- Danny
- Sikander
- Marie
- Sam
- Louise
Agents name (Format eg. Jane Doe)

Checklist

What is the reason for the discussion?
What points were raised during the discussion?
What actions have been taken from the meeting?
Have the actions been completed?

Sign Off

Team Leader
Agent
Has form been submitted to Human Resources?

Agnes Schooling

Documented Discussion Form

This form should be used for any documented discussion between a Team Leader and an Agent. Behaviors, lateness, values, attendance, compliance.

Use this Template

Print as PDF

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.