Level 1 - Calendar
Scheduling Meetings
The process begins with a meeting form that you complete and send to all the meeting participants. The meeting is scheduled on your Calendar as soon as you send the meeting form. As each participant accepts or tentatively accepts that meeting, it is scheduled on their calendar and a response is sent to the meeting organizer via email. If the meeting is declined or a new time is proposed, a reply is sent. See below for the meeting scheduling process.
Meeting Form
The Meeting Form is used to invite participants to a meeting. It consists of three tabs:- The Appointment tab allows you to enter a subject, a location for the meeting, start and end times, and any other information regarding the meeting.
- The Scheduling tab allows you to coordinate the meeting to fit the schedules of all attendees.
- The Tracking tab displays the meeting participants and their replies. This section is not visible until the Meeting form is sent to the participants.
How to schedule a Meeting
- In the Calendar (Date Navigator), click the New button drop-down arrow and select Meeting Request to display a new Meeting form -OR- double-click the time on your calendar.
- Click Invite Attendees to add people and resources (such as conference room calendars) to your address. A "To" field will appear, just as if you are sending a mail message.
- Click To to display the Attendees and Resources dialog box. This, too, is just like addressing a mail message and you can use your personal Contacts instead of the Global Address Book.
- In the list box, select the attendees.
- Click Required to add the selected user names to the Required text box. (NOTE: "Optional" invitees are people who either need to know about the meeting or can elect to attend. "Resources", such as conference rooms, are listed as users at MUSC. You do not need to use the "Resources" button.)
- Click OK to return to the meeting form.
- To see if the invitees are available, click the Scheduling
tab. The beginning of your meeting will be the green bar to the left; the
end, a red bar to the right. If someone is not available, there will be
a solid bar on her calendar. To find the next available time for all of
your proposed attendees, click the "AutoPick Next" button at the
bottom left. You can search back (the double <<) if you're trying
to schedule far in advance or forward (the double >>).
- Once you have a time, click Send button in the upper left.
Reply to a Meeting Request
- In the Inbox, open the meeting request message.
- On the toolbar, click Calendar to check your calendar.
- On the toolbar, click Accept.
- In the message box, click OK to send the response.
- On the toolbar, click Decline. A message box is displayed.
- Click OK to edit the response before sending.
- Type a response, click OK.
- Click Send.
- To accept a meeting request.
Propose a New Meeting Time
If you receive an invitation for a meeting which you need to attend but are not available at the scheduled time, you could propose a new time for the meeting.- In the Inbox, open the meeting request message.
- On the toolbar, click Propose New Time to display the dialog box.
- From the start time drop-down list, select a new time.
- Click Propose Time to display the Meeting Response form.
- Type a response.
- Click Send.
Track Meeting Responses
You can quickly track who has responded and who has not responded to a meeting request.- Display the Calendar.
- Display the date on which the meeting is scheduled.
- Double-click the meeting to open it.
- Select the Tracking tab.
- Click the Close button to close the meeting form.
Update Meeting Request
If you need to change the meeting day, time or location, you can update a meeting request:- In the Calendar, open the meeting form.
- Make the appropriate changes.
- Send the update button
to update attendees of the change. - If you don’t need to notify the attendees of the change, on the toolbar, click Save and Close.
Cancel a Meeting Request
When you cancel a meeting, each participant is automatically notified via email, so you don’t have to worry about any participant showing up for a meeting that has been cancelled. In addition, the participant calendars will be clear so they can schedule another meeting for that time. To cancel a meeting:- In the Calendar, select the meeting entry that you want to cancel.
- On the toolbar, click Delete
.
A message box is displayed. The option to send a cancellation message and
delete the meeting is selected. - Click OK. A meeting form is displayed.
- Enter a message (if necessary).
- Click Send to send the cancellation message.