Difference between revisions of "Adding a Meeting"
From MyFacilityFitPro_Wiki
(→Adding a Meeting) |
(→Adding a Meeting) |
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|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
|<big>'''<font size="5">1</font>'''</big> | |<big>'''<font size="5">1</font>'''</big> | ||
| − | | '''Calendar'''<br /> | + | |Go to the Meeting window by using the employee dropdown and selecting meeting, or clicking on the meeting icon after opening employee window. |
| + | [[Image:Employee-Meetings.png|1000px]] | ||
| + | |||
| + | |- style="vertical-align:top;" | ||
| + | |<big>'''<font size="5">2</font>'''</big> | ||
| + | |||
| + | |Once the Meeting window is open the Calendar is visible, showing any current meetings. | ||
| + | '''Calendar'''<br /> | ||
Users can create new meetings by two methods: | Users can create new meetings by two methods: | ||
*Double Click on a day on the calendar, '''or''' | *Double Click on a day on the calendar, '''or''' | ||
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[[Image:AddTraining.png]] | [[Image:AddTraining.png]] | ||
| − | + | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| − | |<big>'''<font size="5"> | + | |<big>'''<font size="5">3</font>'''</big> |
| '''General Information'''<br /> | | '''General Information'''<br /> | ||
*Type in the '''Topic'''.<br /> | *Type in the '''Topic'''.<br /> | ||
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|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| − | |<big>'''<font size="5"> | + | |<big>'''<font size="5">4</font>'''</big> |
| − | |'''Invitation Options'''<br /> | + | |'''Invitation Options 1 - Add Invitee (Single)'''<br /> |
*Select '''Add Invitee''' to display a drop down list of active employees. | *Select '''Add Invitee''' to display a drop down list of active employees. | ||
*Select the desired employee. | *Select the desired employee. | ||
| − | |||
*Click the '''No''' symbol to remove the employee from the Invitation.<br /> | *Click the '''No''' symbol to remove the employee from the Invitation.<br /> | ||
[[Image:AddInvitee.png|700px]] | [[Image:AddInvitee.png|700px]] | ||
[[Image:Employee-Meeting-Sign-in.png|700px]] | [[Image:Employee-Meeting-Sign-in.png|700px]] | ||
| + | |||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| − | |<big>'''<font size="5"> | + | |<big>'''<font size="5">5</font>'''</big> |
| − | |'''Invitation Options'''<br /> | + | |'''Invitation Options 2- Add Invitees (Multiple)'''<br /> |
*Select '''Add Invitees''' to open the '''Pick Invitees''' window.<br /> | *Select '''Add Invitees''' to open the '''Pick Invitees''' window.<br /> | ||
* Check '''Boxes''' to select multiple employees, '''or''' | * Check '''Boxes''' to select multiple employees, '''or''' | ||
| − | * Modify the filter to the right of the list (optional). | + | * Modify the filter to the right of the list (optional). Select all is available. |
* Click the '''Apply''' button.<br /> | * Click the '''Apply''' button.<br /> | ||
'''NOTE:''' Employees whose job title is connected to the Training Title will have boxes checked automatically.<br /> | '''NOTE:''' Employees whose job title is connected to the Training Title will have boxes checked automatically.<br /> | ||
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[[Image:AddMultipleInvitees.png|700px]]<br /> | [[Image:AddMultipleInvitees.png|700px]]<br /> | ||
| − | [[ | + | [[File:Employee-MeetingsInviteAll.png|700px]] |
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| − | |<big>'''<font size="5"> | + | |<big>'''<font size="5">6</font>'''</big> |
|'''Invite All'''<br /> | |'''Invite All'''<br /> | ||
All employees in the list will be part of the invitation. | All employees in the list will be part of the invitation. | ||
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|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| − | |<big>'''<font size="5"> | + | |<big>'''<font size="5">7</font>'''</big> |
|'''Invite All'''<br /> | |'''Invite All'''<br /> | ||
The new meeting invitations '''Print Preview Page''' will open. | The new meeting invitations '''Print Preview Page''' will open. | ||
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|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| − | |<big>'''<font size="5"> | + | |<big>'''<font size="5">8</font>'''</big> |
|'''Invite All'''<br /> | |'''Invite All'''<br /> | ||
The new meeting appears in the Calendar view. | The new meeting appears in the Calendar view. | ||
Revision as of 10:37, 4 May 2016
Adding a Meeting
| 1 | Go to the Meeting window by using the employee dropdown and selecting meeting, or clicking on the meeting icon after opening employee window.
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| 2 | Once the Meeting window is open the Calendar is visible, showing any current meetings.
Calendar
Either method will display a Meeting detail screen.
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| 3 | General Information
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| 4 | Invitation Options 1 - Add Invitee (Single)
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| 5 | Invitation Options 2- Add Invitees (Multiple)
NOTE: Employees whose job title is connected to the Training Title will have boxes checked automatically.
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| 6 | Invite All All employees in the list will be part of the invitation.
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| 7 | Invite All The new meeting invitations Print Preview Page will open.
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| 8 | Invite All The new meeting appears in the Calendar view.
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