MEETING DATA AND DEPLOYMENT WORKSHEET
Organisation / deployment: [Name]
Review owner: [Name]
Contributors: [Security / privacy / operations / business]
Review date and status: [Details]

DATA FLOW
Source: [Meeting platform / browser / upload]
Capture component and location: [Details]
Transcription component and location: [Details]
Summary component and location: [Details]
Content storage and backup locations: [Details]
Delivery destinations and recipients: [Details]
External connections required: [Details]

DATA TYPES
[ ] Audio / video
[ ] Transcript / generated record
[ ] Calendar / participant metadata
[ ] Logs / diagnostics
[ ] Backups / exports
Other: [Details]

CONTROL REVIEW
Control area: [Access / retention / deletion / support / other]
Requirement: [Our policy requirement]
Implementation: [How it is met]
Evidence: [Document / demonstration / test]
Owner: [Name]
Status: [Confirmed / Open / Not applicable]

ACCESS AND DELIVERY
Record owner access: [Details]
Shared recipient access: [Details]
Administrator / support access: [Details]
Automatic sending settings: [Details]
External destination audience: [Details]

OPERATIONS
Monitoring / incident owner: [Name]
Backups and recovery check: [Details]
Updates and maintenance: [Details]
Retention / deletion / backup expiry: [Details]
Recording notice and policy process: [Details]

OPEN ITEMS AND DECISION
Question / required evidence / owner / date: [List]
Decision and conditions: [Record]
Re-review triggers: [Changes that require another review]

Prepared with the MeetriX resource library. Adapt to your organisation.
https://meetrix2.lisan.com/resources/meeting-security/