{"product_id":"arbetsplatstraff-apt-dagordning-motesprotokoll-atgardsregister-word-pdf-excel","title":"Workplace Meeting (WPM) – Agenda, Meeting Minutes \u0026 Action Item Tracker | Word\/PDF\/Excel","description":"\u003cdiv class=\"mb-product-copy\"\u003e\n\n\u003cp\u003e\u003cstrong\u003eWorkplace meeting (APT) – template for agenda, meeting minutes and action follow-up\u003c\/strong\u003e helps managers, employees and HR hold well-prepared APT meetings, document dialogue and follow up on workplace environment issues. You get five Swedish working templates in Word\/PDF, two user guides and an Excel register with nine tabs. The meeting, issue and action get their own IDs so that the same issue can be followed through several workplace meetings.\u003c\/p\u003e\n\n\u003cdiv style=\"padding:19px;border:1px solid #b6cde4;background:#f0f6fc;border-radius:12px;margin:20px 0\"\u003e\n\n\u003ch2\u003e01. Package contents\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eTotal of 15 digital files in ZIP:\u003c\/strong\u003e 5 Swedish working documents + Swedish user guide + English user guide in editable Word (7 DOCX) and searchable PDF (7 PDF) as well as 1 Excel register (XLSX) with nine tabs. The PDF files are suitable for reading and printing; they are not interactive PDF forms.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv style=\"padding:19px;border:1px solid #b6cde4;background:#f0f6fc;border-radius:12px;margin:20px 0\"\u003e\n\n\u003ch2\u003e02. What the files contain\u003c\/h2\u003e\n\n\u003cp\u003eNotice and agenda, meeting minutes, issue card with feedback, action and risk follow-up, local annual plan with evaluation, Swedish and English guide as well as Excel register for meetings, agenda items, issues, decisions, actions and effect controls.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2\u003eDocument templates in the package\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"border-collapse:collapse;width:100%\"\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth style=\"text-align:left;padding:8px;border-bottom:2px solid #b6cde4\"\u003eDocument\u003c\/th\u003e\n\n\u003cth style=\"text-align:left;padding:8px;border-bottom:2px solid #b6cde4\"\u003eUse\u003c\/th\u003e\n\n\u003cth style=\"text-align:left;padding:8px;border-bottom:2px solid #b6cde4\"\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e01 APT notice and agenda\u003c\/td\u003e\n\n\u003ctd\u003eDate, participants, preparations, workplace environment themes and dialogue\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e02 APT meeting minutes\u003c\/td\u003e\n\n\u003ctd\u003eNotes, issue ID, local conclusions and action responsibility\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e03 APT issue and feedback\u003c\/td\u003e\n\n\u003ctd\u003eSubject matter, responsible person, correct decision-making forum and documented feedback\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e04 Action and risk follow-up\u003c\/td\u003e\n\n\u003ctd\u003eWhat has been completed, control method, actual effect and open risks\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e05 APT annual plan and evaluation\u003c\/td\u003e\n\n\u003ctd\u003eLocal meeting routines, business themes and follow-up questions\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e06 Swedish user guide\u003c\/td\u003e\n\n\u003ctd\u003eWorkflow, legal boundaries and primary sources\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e07 English User Guide\u003c\/td\u003e\n\n\u003ctd\u003eEnglish instructions for the Swedish working forms\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e08 APT meeting and action register\u003c\/td\u003e\n\n\u003ctd\u003eNine tabs with calculations, status checks and sources\u003c\/td\u003e\n\n\u003ctd\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003ch2\u003eExcel register with nine tabs and automatic controls\u003c\/h2\u003e\n\n\u003cp\u003eExcel contains \u003cstrong\u003eOverview, Meetings, Agenda, Issues, Decisions, Actions, Follow-up, Sources and Read me\u003c\/strong\u003e. The overview counts registered meetings, issues and actions, overdue actions, completed actions that have not been verified, verified effects, open follow-ups and issues that need a different formal process.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eThe statuses distinguish between planning, implementation and verified effect.\u003c\/strong\u003e For an action to be marked \"Verified\", a valid completion date, verification date and an explicit \"Yes\" for achieved effect are required. Overdue actions are identified when a specified due date has passed without the action being registered as completed. The delivered version of Excel contains no sample persons or test issues.\u003c\/p\u003e\n\n\u003ch2\u003eWhat is a workplace meeting (APT)?\u003c\/h2\u003e\n\n\u003cp\u003eAPT is a common forum for dialogue between managers and employees about operations and the workplace environment. The Swedish Work Environment Authority describes workplace meetings and similar meetings as suitable forms for employees to participate in workplace environment work. According to \u003ca href=\"https:\/\/www.av.se\/arbetsmiljoarbete-och-inspektioner\/publikationer\/foreskrifter\/afs-20231\"\u003eAFS 2023:1, §§ 5–6\u003c\/a\u003e, the employer shall conduct systematic workplace environment work in daily operations and give employees and safety representatives the opportunity to participate.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eHowever, APT has no generally prescribed meeting frequency in AFS 2023:1.\u003c\/strong\u003e Meeting formats, preparations and the number of meetings may be governed by the organization's local routines, cooperation agreements or collective agreements. \u003ca href=\"https:\/\/skr.se\/kollektivavtal\/samverkansavtal\/chefensansvarisamverkan.8245.html\"\u003eSKR's guidance on APT\u003c\/a\u003e describes the importance of prepared participants, an early agenda and clear decision-making levels.\u003c\/p\u003e\n\n\u003ch2\u003eWhat issues should not be decided solely through APT minutes?\u003c\/h2\u003e\n\n\u003cp\u003eCertain issues need to be handled in a special manner. APT minutes \u003cstrong\u003edo not replace negotiations or the duty to inform under the Swedish Employment Act (MBL)\u003c\/strong\u003e, the safety committee's function or the employer's duty to investigate and risk assess the workplace environment according to AFS 2023:1. The employer retains responsibility for systematic workplace environment work. Check the organization's cooperation agreements and authorities before a meeting outcome is designated as a binding decision. See also \u003ca href=\"https:\/\/skr.se\/kollektivavtal\/samverkansavtal\/arbetamedsamverkan\/detharingarisamverkan.8156.html\"\u003eSKR's compilation of cooperation agreements\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003cp\u003eRecord only necessary personal data. Avoid individual personnel matters, health information and other sensitive data in broadly distributed minutes. IMY describes the requirements for \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/dataskydd-pa-olika-omraden\/arbetsliv\/tillaten-behandling--vilka-krav-galler\/grundlaggande-principer\/\"\u003edata minimization and correct processing of personal data in the workplace\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003ch2\u003eHow to use the APT package\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003eCheck the local cooperation routine, who should participate and what decision-making level the meeting has.\u003c\/li\u003e\n\n\u003cli\u003eSend the notice, agenda and relevant materials before the meeting so that participants can prepare.\u003c\/li\u003e\n\n\u003cli\u003eAllow room for dialogue about operations, workload, improvements and workplace environment risks.\u003c\/li\u003e\n\n\u003cli\u003eDocument factual issues with a meeting ID and issue ID, and separate dialogue from action assignments and formal decisions.\u003c\/li\u003e\n\n\u003cli\u003eAssess which issues need to be handled through SAM risk assessment, MBL or the safety committee.\u003c\/li\u003e\n\n\u003cli\u003eDistribute follow-up tasks with a responsible function, deadline and control method.\u003c\/li\u003e\n\n\u003cli\u003eCheck the actual effect and report back the results at a later meeting.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\n\n\u003ch3\u003eHow often should APT be held?\u003c\/h3\u003e\n\n\u003cp\u003eThere is no general meeting frequency prescribed by AFS 2023:1 for all workplaces. Adapt to risks, dialogue needs and applicable local cooperation agreements.\u003c\/p\u003e\n\n\u003ch3\u003eAre APT minutes mandatory?\u003c\/h3\u003e\n\n\u003cp\u003eThere is no universal APT minutes that all employers must use. Documentation may, however, be required for underlying workplace environment work and according to certain local agreements.\u003c\/p\u003e\n\n\u003ch3\u003eCan safety representatives participate?\u003c\/h3\u003e\n\n\u003cp\u003eThe employer shall give safety representatives the opportunity to participate in systematic workplace environment work. How it is organized needs to be adapted to the organization and agreements.\u003c\/p\u003e\n\n\u003ch3\u003eCan an APT replace an MBL negotiation?\u003c\/h3\u003e\n\n\u003cp\u003eNot automatically. The duty to inform and negotiate under MBL must be fulfilled in the correct manner. Check especially if a valid cooperation agreement regulates the process.\u003c\/p\u003e\n\n\u003ch3\u003eHow does action follow-up work in Excel?\u003c\/h3\u003e\n\n\u003cp\u003eAn action can be planned, overdue or completed without verification. The status \"Verified\" requires both a completion date, a control date and documented achieved effect.\u003c\/p\u003e\n\n\u003ch3\u003eAre English APT minutes included?\u003c\/h3\u003e\n\n\u003cp\u003eThe five working documents are in Swedish. An English user guide is included and explains the function of the documents.\u003c\/p\u003e\n\n\u003ch3\u003eCan the minutes replace a risk assessment?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Identified workplace environment risks must be handled with the investigations, risk assessments and actions that are actually required according to applicable regulations.\u003c\/p\u003e\n\n\u003ch2\u003eRelated templates for workplace environment and HR\u003c\/h2\u003e\n\n\u003cp\u003eSupplement with \u003ca href=\"\/en\/products\/skyddskommitte-arbetsmiljosamverkan-motesprotokoll-atgardsregister-word-pdf-excel\"\u003esafety committee \u0026amp; workplace environment cooperation\u003c\/a\u003e, \u003ca href=\"\/en\/products\/fordelning-av-arbetsmiljouppgifter-befogenheter-resurser-aterlamning-word-pdf-excel\"\u003edistribution of workplace environment tasks\u003c\/a\u003e, \u003ca href=\"\/en\/products\/val-av-skyddsombud-arbetsmiljoombud-valprotokoll-underrattelse-word-pdf-excel\"\u003eselection of safety representatives\u003c\/a\u003e and \u003ca href=\"\/en\/products\/66a-begaran-arbetsmiljoatgarder-arbetsgivarsvar-excel\"\u003e6:6a request\u003c\/a\u003e. See also \u003ca href=\"\/en\/collections\/hr-arbetsratt-visselblasning-mallar\"\u003eall HR and workplace environment templates\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003cp\u003e\u003csmall\u003eVersion 1.0 · Swedish context · Primary sources checked October 23, 2026 · 15 digital files in ZIP.\u003c\/small\u003e\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003csection data-mb-article-backlink=\"20261024-group42\" style=\"border:1px solid #cbddeb;border-radius:10px;padding:16px 18px;background:#f4f8fb;margin:22px 0\"\u003e\u003ch2 style=\"margin:0 0 8px;font-size:1.25em\"\u003eAPT and cooperation forms\u003c\/h2\u003e\n\n\u003cp style=\"margin:0\"\u003e\u003ca href=\"\/en\/blogs\/arbetsmiljo-hr-guider\/arbetsmiljosamverkan-apt-skyddsombud-skyddskommitte-dokument\"\u003eRead the guide on when APT, safety representatives and the safety committee are used – and which workplace environment document is suitable\u003c\/a\u003e. The guide explains what belongs to each forum and what needs to be checked according to Swedish law.\u003c\/p\u003e\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":56005826871638,"sku":"APT-MOTESPAKET-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/apt-huvudbild-1600.webp?v=1792782485","url":"https:\/\/mallbutiken.se\/en\/products\/arbetsplatstraff-apt-dagordning-motesprotokoll-atgardsregister-word-pdf-excel","provider":"Mallbutiken","version":"1.0","type":"link"}