Difference between revisions of "Meetings"

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(→‎Filtering)
(→‎Meetings Landing Page)
 
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== Meetings Landing Page ==
 
== Meetings Landing Page ==
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'''A. - Metrics'''
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'''A. Metrics'''
  
 
*Training Participation -  
 
*Training Participation -  
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*New Hires - <br />
 
*New Hires - <br />
  
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'''B. - Calendar'''<br />
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'''B. Calendar'''<br />
  
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'''C. - Filter'''<br />
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'''C. Filter'''<br />
  
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'''D. - Actions'''<br />
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'''D. Actions'''<br />
  
 
== Step-by-Step Help ==
 
== Step-by-Step Help ==
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|-
 
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| Adding a Meeting
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| [[Adding a Meeting]]
 
| [[Image:Add.png]]
 
| [[Image:Add.png]]
 
| From the top right of the screen click the Add icon. Alternately double-click on a day in the calendar.
 
| From the top right of the screen click the Add icon. Alternately double-click on a day in the calendar.
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== Calendar ==
 
== Calendar ==
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The calendar displays its default view by current month with today highlighted. <br />
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The calendar displays its default view by current month with today highlighted.  
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Click on the '''month''', '''week''', or '''day''' to change the view. <br />
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* Click on the '''month''', '''week''', or '''day''' to change the display view.  
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Use the arrow buttons to move forward and backward in the selected view. <br />
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* Use the arrow buttons to move forward and backward in the selected view.  
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Click on the '''today''' button to return to today's date.<br />
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* Click on the '''today''' button to return to today's date.<br />
  
 
[[Image:CalendarControls.png]]
 
[[Image:CalendarControls.png]]
  
 
== Filtering ==
 
== Filtering ==
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Use the '''Filter''' to select a '''Training''' course from the list.<br />
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# Use the '''Filter''' to select a '''Training''' course from the list.
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# The filter is based on the '''month''', '''week''', or '''day''' you have selected as your display.
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# Check the box if it is a course that is '''Paid by Aramark'''.
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# Click the '''Apply''' button.
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#* Training courses appear in the date boxes on the calendar.
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# Click the '''Reset''' button to clear the filter.<br />
  
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Check the box if it is a course that is '''Paid by Aramark'''.<br />
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[[Image:FilterTrainingResult.png]]
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Click the '''Apply''' button.<br />
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Click the '''Reset''' button to clear the filter.<br />
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[[Image:TrainingFilter.png]]
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<br />
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<br />
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<br />
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Users can create new meetings by two methods:
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*Double Click on a day on the calendar
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*Click the Add button in the top right corner
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Either method will produce a Meeting detail screen. Fill in all required fields (red border) and any other detail fields as deemed necessary. Then click save to display the Invitation options.<br />
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[[Image:MeetingDetail.png]]
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[[File:/Invite single attendee to a meeting.png|Image title]]
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Selecting Add Invitee will produce a drop down list of active employees.
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*Select the desired employee.
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*Click the check mark to the right of the employee to add
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*Click the 'No symbol' to remove
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Selecting Add Invitees will produce the following screen
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[[File:/Invite Multiple attendees to a meeting.png|Multiple Invitees]]
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Modify the filter to the right of the list and hit apply to narrow the list.
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There are two options:
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*Invite All [[File:/Invite all Employees.png|Invite All]]
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All employees in the list will be a part of the invite list.
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*Check the box next to the employee name to narrow the list further and then click the Invite button
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  [[File:/add.png|Invite Selected]]
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**Note** Employees whose job title is connected to the Training Title will have their box checked automatically for invitation to the meeting.  User can uncheck if they wish.
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Latest revision as of 09:42, 4 May 2016

Description

This functional area allows the user to schedule and track meetings, employee training and events happening throughout the facility using a monthly calendar.

MeetingLandingPage.png

Meetings Landing Page

A. Metrics

  • Training Participation -
  • Turnover Rate -
  • Terminations -
  • New Hires -

B. Calendar

C. Filter

D. Actions

Step-by-Step Help

Actions

Adding a Meeting Add.png From the top right of the screen click the Add icon. Alternately double-click on a day in the calendar.
Search for a Meeting Search.png Type key words in the Search box and hit enter on the keyboard.

Calendar

The calendar displays its default view by current month with today highlighted.

  • Click on the month, week, or day to change the display view.
  • Use the arrow buttons to move forward and backward in the selected view.
  • Click on the today button to return to today's date.

CalendarControls.png

Filtering

  1. Use the Filter to select a Training course from the list.
  2. The filter is based on the month, week, or day you have selected as your display.
  3. Check the box if it is a course that is Paid by Aramark.
  4. Click the Apply button.
    • Training courses appear in the date boxes on the calendar.
  5. Click the Reset button to clear the filter.

FilterTrainingResult.png

Retrieved from "https://help.myfacilityfitpro.com/index.php?title=Meetings&oldid=1180"