Difference between revisions of "Adding a Meeting"

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Revision as of 09:42, 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.

Employee-Meetings.png

2 Once the Meeting window is open the Calendar is visible, showing any current meetings.

Calendar
Users can create new meetings by two methods:

  • Double Click on a day on the calendar, or
  • Click the Add button in the top right corner.

Either method will display a Meeting detail screen.

AddTraining.png


3 General Information
  • Type in the Topic.
  • Select the Start Date / Start Time and End Date / End Time (required fields).
  • Select a Topic and any other detail fields as necessary (optional).
  • Click the Save button to display the Invitation options.

Employee-Meeting2.png

4 Invitation Options 1 - Add Invitee (Single)
  • Select Add Invitee to display a drop down list of active employees.
  • Select the desired employee.
  • Click the No symbol to remove the employee from the Invitation.

AddInvitee.png Employee-Meeting-Sign-in.png

5 Invitation Options 2- Add Invitees (Multiple)
  • Select Add Invitees to open the Pick Invitees window.
  • Check Boxes to select multiple employees, or
  • Modify the filter to the right of the list (optional). Select all is available.
  • Click the Apply button.

NOTE: Employees whose job title is connected to the Training Title will have boxes checked automatically.
Uncheck to remove them from the invitation if necessary.

AddMultipleInvitees.png
Employee-MeetingsInviteAll.pngEmployee-MeetingsInviteAll.png

Employee-MeetingsInviteAll.png

6 Invite All

All employees in the list will be part of the invitation.

  • Select the Invite All Icon. This will check every box automatically.
  • Click the Apply button.

InviteAll.png

7 Invite All

The new meeting invitations Print Preview Page will open. Employee-MeetingPrintInvitations.png

8 Invite All

The new meeting appears in the Calendar view.


Employee-Meeting-CalendarFinal.png


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