Adding a Meeting

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Revision as of 10:23, 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, 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