Difference between revisions of "Adding a Meeting"

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(Adding a Meeting)
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|'''Invitation Options'''<br />
 
|'''Invitation Options'''<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.
+
* Check '''Boxes''' to select multiple employees, '''or'''
*Click the '''Apply''' button.
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* Modify the filter to the right of the list (optional).
 +
* Click the '''Apply''' button.<br />
 +
 
 
[[Image:AddMultipleInvitees.png|700px]]<br />
 
[[Image:AddMultipleInvitees.png|700px]]<br />
  
[[Image:PickInvitees.png|700px]]
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[[Image:PickInvitees.png|700px]]<br />
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 +
 
  
 
|-style="vertical-align:top;"
 
|-style="vertical-align:top;"
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Selecting Add Invitees will produce the following screen
 
 
[[File:/Invite Multiple attendees to a meeting.png|Multiple Invitees]]
 
 
Modify the filter to the right of the list and hit apply to narrow the list.
 
  
There are two options:
 
*Invite All [[File:/Invite all Employees.png|Invite All]]
 
  
All employees in the list will be a part of the invite list.
+
Modify the filter to the right of the list and click '''Apply''' to narrow the list (optional).
  
  

Revision as of 10:16, 18 March 2016

Adding a Meeting

1 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

2 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.

MeetingDetail.png

3 Invitation Options
  • Select Add Invitee to display a drop down list of active employees.
  • Select the desired employee.
  • 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.

AddInvitee.png

4 Invitation Options
  • 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).
  • Click the Apply button.

AddMultipleInvitees.png

PickInvitees.png


5 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





Modify the filter to the right of the list and click Apply to narrow the list (optional).


  • 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.