Meetings

 

Overview:

 

Calendaring offers the ability to create meetings in relation to a request in HelpSTAR.  Meetings are classified as involving multiple participants to reach an objective where as an appointment is intended for one individual.

 

 

 

 

  1. 1. Ribbon Toolbar
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  5.  Actions

  6. Cancel Invitation: When the meeting option is selected, it is assumed that participants will be selected.  To schedule an appointment rather than a meeting, select this option.

 

           Options

 

 

2.   Meeting Details

 

 

 

The Meeting form features a Meeting tab that allows you to set details.  The Request History tab allows you view the memo updates made to the request that a meeting was created for.  Note: the Request History tab will only appear when viewing a previously created meeting.

 

On Meeting Tab, the following fields are required:

 

 

 

 

 

 

 

 

To Create a Meeting in HelpSTAR:

 

  1. The HelpSTAR Calendar can be launched by:

  2. Clicking on the Calendar icon under Workbench Options on the Service Request tab.

        Clicking on the Meeting icon on the home tab of a Service Request.

          

 

 

                 Select the date and time of the meeting by highlighting the selected area on your calendar.

                 Click on the Participants dropdown and select the required attendees.

 

                 

 

                Click on New option under Meeting. 

                

 

                Enter the Subject and Location for the meeting.

                Confirm the time selected for the meeting is correct.

                A memo must be added to a meeting to be successfully saved.

                Click on the Save icon in the ribbon.

 

To Update an Existing Meeting in HelpSTAR:

 

From the HelpSTAR Calendar, double click on a scheduled meeting or click on Update under the Meeting Options.

 

 

Updates to an existing meeting can also be made from within a request.  Click on a ”View Meeting” link for a request history. 

 

 

 

A detailed view of the meeting will be launched.  Click on the ”Update Meeting” icon to modify the details.

 

 

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See Also:

Calendaring

Appointments