Meeting Calendars

You can navigate to inspections, meetings, and user events from the Calendar page. You can also find scheduled meetings from the Record page and the My tasks page.

To view or find a scheduled calendar item

• View the scheduled item from the Calendar page.

  1. On the Calendar page, expand the calendar categories on the left side panel until you find the calendar for which you want to view scheduled items

     Note: You can navigate meeting calendars by type, name, permission, inspection type, or department.

• View or find meetings from the My tasks page.

  1. From the My tasks page, select the Meetings tab.

  2. Open the meeting you want to view or use Search to find a meeting.

• View meetings on the Record page

  1. From the Record page, open the record for which you want to access the associated meetings.

  2. Select the Calendar tab.

You can schedule a new meeting from the Calendar page, the Record page, or the My tasks page. When you schedule a meeting, you first create the meeting by submitting details, which include the meeting date, time, location, the maximum number of records for the agenda, and so forth. After you create the meeting, you can modify other tabs of information related to the meeting.

To schedule a new meeting

• Schedule a meeting from the Calendar page.

  1. Find the calendar for which you want to schedule an item (View and find scheduled calendar items).

  2. Select New.

• Schedule a meeting from the Record page.

  1. On the Record page, access the record for which you want to schedule a meeting.

  2. Hover over the Manage meeting button and select New meeting.

• Schedule a new meeting from the My tasks page.

  1. On the My tasks page, select the Meetings tab.

  2. Select New.

1. Complete the required fields and others as needed. See Calendar item details.

   Note: The fields to complete depend on the calendar type (that is, meeting, agency holiday, user) for which you are scheduling an item.

   If the meeting type definition includes a template specification, additional ASI fields may appear on the details page along with the standard details fields. The fields that appear depend on the template specification for the meeting type.

2. Select Submit.

You can modify meeting details through the Calendar page, Record page, or My tasks page. For example, you may need to change the meeting date, time, location, or status. If your agency administrator configures meeting notification emails, you can email a meeting change notification to meeting attendees.

To modify meeting details

• Modify meeting details from the Calendar page.

  1. Find the calendar item for which you want to modify the schedule details (View and find scheduled calendar items).

  2. Select the link to the specific calendar item of interest.

• Modify meeting details from the My tasks page.

  1. On the My tasks page, select the Meetings tab.

  2. Select the link for the meeting you want to modify.

• Modify meeting details on the Record page.

  1. On the Record page, select the record for which you want to modify meeting details.

  2. Select the Meetings tab.

  3. Select the link for the meeting you want to modify.

• Modify meeting details, as required (Calendar item details).

• Select Submit.

To schedule or reschedule meeting from the Record page

1. On the Record page, select the record for which you want to schedule or reschedule a meeting.

2. Select the Meetings tab.

3. Select the option next to the meeting you want to schedule or reschedule.

4. Hover over the Manage meeting button and select Schedule meeting or Reschedule meeting.

5. Enter the specified parameters.

6. Select Submit.

7. Select the option for the meeting you want to schedule or reschedule.

8. Select Submit.

9. Modify meeting details as required (Modify meeting details).

To reject a meeting

1. On the My tasks page, select the Meetings tab.

2. Select the option for the meeting you want to reject.

3. Select Reject.

   Note: You can only reject meetings assigned to you. Only internal users can reject a meeting.

   If you previously received an Outlook invitation to the meeting, Civic Platform generates a normal Outlook email for the rejection, not an Outlook rejection email.

You can cancel a meeting associated with a specific record from the Record page.

To cancel a meeting

1. On the Record page, select the record for which you want to cancel a meeting.

2. Select the Meetings tab.

3. Select the meeting you want to cancel.

4. Hover over the Manage meeting button and select Cancel meeting.

5. Complete the dialog.

6. Select Submit.

You can delete a scheduled meeting or delete a user event. To cancel an inspection, see Schedule inspections

To delete a calendar item

1. Find the calendar item for which you want to modify the schedule details (View and find scheduled calendar items).

2. Select the Daily, Weekly, or Monthly tab.

3. Select the link to the specific calendar item of interest.

   Note: You must remove all agenda items (records) from a meeting calendar item before you can delete it.

4. Select Delete.