Difference between revisions of "Adding a Meeting"

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(Adding a Meeting)
(Adding a Meeting)
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* Modify the filter to the right of the list (optional).
 
* Modify the filter to the right of the list (optional).
 
* Click the '''Apply''' button.<br />
 
* Click the '''Apply''' button.<br />
 +
'''NOTE:''' Employees whose job title is connected to the Training Title will have boxes checked automatically.<br />
 +
Uncheck to remove them from the invitation.
  
 
[[Image:AddMultipleInvitees.png|700px]]<br />
 
[[Image:AddMultipleInvitees.png|700px]]<br />
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[[Image:InviteAll.png|700px]]
 
[[Image:InviteAll.png|700px]]
 
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|}
 
 
 
 
 
 
 
 
 
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
 
  [[File:/add.png|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.
 

Revision as of 10:23, 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.

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

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