Adding a Meeting

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Revision as of 09:25, 18 March 2016 by Avasands (Talk | contribs) (Adding a Meeting)

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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.
  • Click the Apply button.

AddMultipleInvitees.png

PickInvitees.png




Selecting Add Invitees will produce the following screen

Multiple Invitees

Modify the filter to the right of the list and hit apply to narrow the list.

There are two options:

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.