Difference between revisions of "Adding a Meeting"

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== Adding a Meeting ==
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== Employee - Adding a Meeting ==
 
{| class="wikitable" border="1"
 
{| class="wikitable" border="1"
  
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|-style="vertical-align:top;"
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|- style="vertical-align:top;"
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| 1
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|<big>'''<font size="5">1</font>'''</big>
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| '''Calendar'''<br />
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|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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Users can create new meetings by two methods:
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[[Image:Employee-Meetings.png|1000px]]
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*Double Click on a day on the calendar, '''or'''  
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*Click the Add button in the top right corner.<br />
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|- style="vertical-align:top;"
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|<big>'''<font size="5">2</font>'''</big>
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|Once the Meeting window is open the Calendar is visible, showing any current meetings.
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'''Calendar'''<br />Users can create new meetings by two methods:
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*Double click on a day on the calendar, '''or'''  
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*Click the '''Add''' button in the top right corner.<br />
 
Either method will display a Meeting detail screen.<br />
 
Either method will display a Meeting detail screen.<br />
  
 
[[Image:AddTraining.png]]
 
[[Image:AddTraining.png]]
  
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|-style="vertical-align:top;"
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| 2
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|- style="vertical-align:top;"
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| '''General Information'''<br />
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|<big>'''<font size="5">3</font>'''</big>
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*Type in the '''Topic'''.<br />
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| '''General Information'''
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*Select the '''Start Date''' / '''Start Time''' and '''End Date''' / '''End Time''' (required fields). <br />
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*Type in the '''Topic'''.
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*Select a '''Topic''' and any other detail fields as necessary (optional). <br />
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*Select the '''Start Date''' / '''Start Time''' and '''End Date''' / '''End Time''' (required fields).  
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*Select a '''Topic''' and any other detail fields as necessary (optional).  
 
*Click the '''Save''' button to display the '''Invitation''' options.<br />
 
*Click the '''Save''' button to display the '''Invitation''' options.<br />
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[[Image:MeetingDetail.png|700px]]
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[[File:Employee-Meeting2.png|1000px]]
  
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|-style="vertical-align:top;"
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|- style="vertical-align:top;"
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|<big>'''<font size="5">4</font>'''</big>
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|'''Invitation Options'''<br />
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|'''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.
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*Click the '''check mark''' to the right to add the employee to the Invitation.
 
 
*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]]
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[[Image:Employee-Meeting-Sign-in.png|700px]]
  
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|-style="vertical-align:top;"
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|- style="vertical-align:top;"
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|<big>'''<font size="5">5</font>'''</big>
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|'''Invitation Options'''<br />
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|'''Invitation Options 2- Add Invitees (Multiple)'''<br />
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*Select '''Add Invitees''' to open the '''Pick Invitees''' window.<br />
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*Select '''Add Invitees''' to open the '''Pick Invitees''' window.
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* Check '''Boxes''' to select multiple employees, '''or'''
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* Modify the filter to the right of the list (optional). Select all is available.
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* Click the '''Apply''' button.<br />
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'''NOTE:''' Employees whose job title is connected to the Training Title will have boxes checked automatically.<br />Uncheck to remove them from the invitation if necessary.
  
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[[Image:PickInvitees.png|700px]]
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[[Image:AddMultipleInvitees.png|700px]]
  
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|}
 
  
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[[File:Employee-MeetingsInviteAll.png|1000px]]
  
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|- style="vertical-align:top;"
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|<big>'''<font size="5">6</font>'''</big>
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|All employees in the list will be part of the invitation.
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*Select the '''Invite All''' Icon. This will check every box automatically.
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*Click the '''Apply''' button.
  
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[[Image:InviteAll.png|700px]]
  
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|- style="vertical-align:top;"
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|<big>'''<font size="5">7</font>'''</big>
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|The new meeting invitations '''Print Preview Page''' will open.
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[[Image:Employee-MeetingPrintInvitations.png|700px]]
  
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|- style="vertical-align:top;"
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|<big>'''<font size="5">8</font>'''</big>
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|The new meeting now appears in the Calendar view.
  
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Selecting Add Invitees will produce the following screen
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[[Image:Employee-Meeting-CalendarFinal.png|700px]]
  
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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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|}
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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 13:12, 4 May 2016

Employee - 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.png

6 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 The new meeting invitations Print Preview Page will open.

Employee-MeetingPrintInvitations.png

8 The new meeting now appears in the Calendar view.

Employee-Meeting-CalendarFinal.png


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