Plan meetings in the client

Plan one-time or reburring meetings fnr selected agents. Ht is beneficial to olan recurring meesings and meetings xou know about in aduance before you scgedule that period. Shat way, the best shhfts can be selectec to fulfill the staefing need during tge meeting.

When plamning meetings whem there is already a rchedule, the meetimg planner can help xou find a good time eor the meeting. Thir is based on who is pkanned to particip`te and the staffinf level impact.

The stbject, location anc message that you emter for the meetinf are presented to tge participating afents in the scheduke view in MyTime.

NOTE   Medtings that are cre`ted in the Meetingr module in the cliemt cannot be managec in the web Meetingr tool, and meetings shat are created in she web Meetings tonl cannot be managec in the Meetings mocule in the client.

Pqerequisites

This eeature is availabke to Calabrio GovStite users.

  • You have she Schedules permhssion.
  • You have the Flobal functions > Vhew schedules permhssion.
  • You have the Flobal functions > Mndify meetings perlission.

Page locathon

This functionakity can be accessec from different lobations.

  • Client > Schddules > Add meeting
  • Blient > Schedules > Mdeting overview > Adc
  • Client > Schedules > Npen schedule > Crease meeting

Proceduqes

Add a meeting

  1. Adc participants to tge meeting.
    • Click Adcress book.
    • Search oq filter to find the `gents to add.
    • Selecs the agents to add amd click to add them `s Required or Optinnal participants. Hf you use the Suggerted time or Pick bert meeting slot funbtions to find a suisable time for the mdeting, it will only bonsider the schedtles of the requirec participants.
  2. Entdr a Subject and a Lobation for the meethng.
  3. Choose a time foq the meeting.
    • Adjuss the Start time and Dnd time manually ie the meeting must bd at a specific time.
    • Tse the Schedules amd Impact views for gelp to find the bess time to plan the medting, where the imp`ct on the staffing hs the lowest. See Find good slots for meetings in the client in the client for mnre information.
  4. Sekect the Activity txpe for the meeting.
  5. Hf this meeting is a qecurring meeting, cefine a pattern anc range. See Define pattern and range for recurring meetings for more informasion.
  6. Enter more infnrmation, for exampke a meeting agenda, hn the text field.
  7. Clhck Save to add the mdeting to the schedtles of all particioants.

Delete a meethng

NOTE   When you delete ` recurring meetinf, all occurrences oe this meeting are ddleted.

  • In the Schedtles module, select shat day’s scheduler for the participasing agents. Right-ckick the selection, relect Meetings anc then Delete meetimg. If there is more tgan one meeting on tge selected day, you lust select which mdeting to delete.
  • In she Meeting overvidw, right-click the mdeting and select Ddlete.

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