Meeting Planner: Scheduler

The Scheduler option in Meeting Planner allows you to schedule, preview, view, sort or manage multiple meetings.

To schedule and manage meetings, navigate to Meeting Planner in the Navigation Bar on the home page and select the Scheduler option. A calendar view page displays.

Filter meetings

Search for a meeting in the Filters panel by using the available filters: Entities, Meeting Types and Participants.

To clear a filter, select the All option under the Entities, Meeting Types or Participants filters.

Scheduler View

Once a filter has been applied, the Scheduler view updates to display the meetings that match the set filters.

Calendar

The calendar is located beneath the Filters panel and provides an overview of meetings scheduled for the current month (default view). The calendar can also be used to search for meetings that have already taken place or meetings that are due to take place in the future.

Current day: Select Today to view meetings scheduled for the current day in the Scheduler and Meeting List.

Current year: Select month to update the calendar view to display months instead of days. Select a month to access the related days view.

Current decade: In the year view, select Year to update the calendar view to display years in groups of decades. Select the relevant year to drill down to a relevant month or a specific day.

Scroll up or down to view the days, months or years following or prior to the current calendar view.

To navigate back to meetings scheduled for the current day, select Today.

Meeting List

The Meeting List is located beneath the Calendar pane and displays meetings scheduled for the selected day, month or year in chronological order.

The meeting list displays the following details for a meeting:

• Meeting start and end time

• Meeting title and location

• Meeting organiser

The meetings that are listed also display in the Scheduler page to the right.

Meeting Preview

Select a meeting in the Meeting List and a summary of the meeting displays in the Meeting Preview panel on the right.

Each meeting has an assigned Organiser, the user who created the meeting and Alternative Organiser or Alternative Organisers, the users who have the same meeting edit rights as the organiser.

Organisers can view and edit the following meeting details in the Meeting Preview panel:

• Meeting details

• Participants

• Agenda

To add and edit meeting Details and Participants, refer to Meeting Planner: Scheduler – Meeting Details and Participants.

To add, edit or forward meeting Agenda items, refer to Meeting Planner: Scheduler – Agenda.

When finished, close the Meeting Preview by selecting the Close icon in the top right of the panel.