Difference between revisions of "Adding a Meeting"
From MyFacilityFitPro_Wiki
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*Double Click on a day on the calendar, '''or''' | *Double Click on a day on the calendar, '''or''' | ||
*Click the Add button in the top right corner.<br /> | *Click the Add button in the top right corner.<br /> | ||
− | Either method will display a Meeting detail screen. | + | Either method will display a Meeting detail screen.<br /> |
− | + | ||
+ | [[Image:AddTraining.png]] | ||
|-style="vertical-align:top;" | |-style="vertical-align:top;" | ||
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*Select a '''Topic''' and any other detail fields as necessary (optional). <br /> | *Select a '''Topic''' and any other detail fields as necessary (optional). <br /> | ||
*Click the '''Save''' button to display the '''Invitation''' options.<br /> | *Click the '''Save''' button to display the '''Invitation''' options.<br /> | ||
− | + | [[Image:MeetingDetail.png|700px]] | |
|-style="vertical-align:top;" | |-style="vertical-align:top;" | ||
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*Select the desired employee. | *Select the desired employee. | ||
*Click the '''check mark''' to the right to add the employee to the Invitation. | *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. | + | *Click the '''No''' symbol to remove the employee from the Invitation.<br /> |
− | + | ||
+ | [[Image:AddInvitee.png|700px]] | ||
|-style="vertical-align:top;" | |-style="vertical-align:top;" | ||
|4 | |4 | ||
|'''Invitation Options'''<br /> | |'''Invitation Options'''<br /> | ||
− | *Select '''Add Invitees''' to open the '''Pick Invitees''' window. | + | *Select '''Add Invitees''' to open the '''Pick Invitees''' window.<br /> |
− | + | ||
+ | [[Image:PickInvitees.png|700px]] | ||
|} | |} |
Revision as of 09:15, 18 March 2016
Adding a Meeting
1 | Calendar Users can create new meetings by two methods:
Either method will display a Meeting detail screen. |
2 | General Information
|
3 | Invitation Options
|
4 | Invitation Options
|
Selecting Add Invitees will produce the following screen
Modify the filter to the right of the list and hit apply to narrow the list.
There are two options:
- Invite All Invite All
All employees in the list will be a part of the invite list.
- Check the box next to the employee name to narrow the list further and then click the Invite button
Invite Selected
- 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.