Difference between revisions of "Meetings"

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(→‎Filtering)
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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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[[Image:TrainingFilter.png]]
 
[[Image:TrainingFilter.png]]
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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.
 

Revision as of 12:44, 17 March 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 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

Use the Filter to select a Training course from the list.
The filter is based on the month, week, or 'day you have selected as your display.

Check the box if it is a course that is Paid by Aramark.

Click the Apply button.
Training courses appear in the date boxes on the calendar.

Click the Reset button to clear the filter.

TrainingFilter.png

Retrieved from "https://help.myfacilityfitpro.com/index.php?title=Meetings&oldid=619"