Overview
Team Meetings is a tool used to submit a batch of Requests for many Users at once, making them unavailable to work. It allows schedulers to schedule team meetings, and submit requests for all Users attending the meeting.
Figure 1. The Team Meetings page
Configuration
The Team Meetings feature can only be used with Request Types that have already been created, and are submitted on specific dates (Time Off and Work Requests). For more information, see Requests.
Walkthrough
Scheduling Team Meetings
To schedule a team meeting:
From the Main Dashboard, click the hamburger menu on the top left.
Select the Team Meetings tab.
Click the + button to create a team meeting. The initial status of this team meeting is set to Pending submission.
Set an appropriate name for the meeting, e.g. Staff meeting.
Set the Request Type to be created for selected invitees to the meeting.
Set the date for the meeting.
Select the users to be invited to the meeting.
To add all users, click Select All.
To add a specific user, check the box to the left of the user. Repeat to invite more users.
To select Users by User Group, check the By User Groups box, select a user group, then select the invitees from the user group.
Click Submit. Invited users then receive email notifications regarding the request. The record of the team meeting also becomes read-only and non-editable, and the status of the team meeting is updated to Submitted.
Note: After submission, a request of the selected type is created for each User who will be attending the meeting.
Copying an Existing Team Meeting
All team meetings created using this feature appear in the Team Meetings list.
To create a Team Meeting with the same set of invitees as an existing one, copy, or duplicate, the team meeting to expedite this process.
Note: Both pending submission and submitted team meetings are allowed to be copied.
To copy an existing team meeting:
From the Dashboard, click the hamburger menu on the top left.
Select the Team Meetings tab.
Select the team meeting you want to copy from the list on the left. This will display that meeting’s details on the right.
Click the Copy button on the bottom left. This creates a new Team Meeting record that you can then edit according to your requirements.
Related Features
Requests: Submitted for each User who is attending a Team Meeting, based on the type of Request that that Team Meeting is set to use. More information about this feature is available in the Intrigma KB.