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Meeting scheduler time zone9/3/2023 ![]() If you do not have the Approve Changes security permission for the Master Schedule, the Auto-commit Changes check box is disabled. When auto-commit is disabled, your meeting will have the status Pending after you click Finish, and must be committed /approved before it is incorporated into the Master Schedule. When enabled, the auto-commit feature applies the meeting that you are scheduling to the Master Schedule, immediately after you click Finish. Select or clear the Auto-commit Changes check box, to control the auto-commit feature.Use existing meeting-You will configure the meeting by making choices on this screen and two others: Participants and Date range.Create new meeting-You will configure the meeting by making choices on this screen and two others: Participants and Parameters.Choose one of the following two radio buttons:.To fill in the Please Select A Meeting From The List screen in the Meeting Scheduler Wizard: ![]() If you want to edit, copy, or delete meetings, use the Meeting Planner. The Meeting Planner (in the Policies module) is useful for scheduling pre-planned meetings especially ones that recur, such as weekly team meetings or bi-weekly one-on-one coaching sessions. The Meeting Scheduler is best suited for scheduling ad hoc meetings and other meetings that you did not know about when you built the original schedule. The meeting is scheduled with exceptions, representing meetings, are inserted into the schedule. ![]() If some agents were not scheduled, a message box may appear listing them.A message box appears, listing how many agents were scheduled for the meeting.At the Meeting Parameters page, select the meeting type, possible dates, possible times, duration, and minimum percentage of required attendees.At the Dates Range page, choose the range of dates that are acceptable for the meeting.if you use an existing meeting, the list of participants is read-only. At the Participants page, choose the agents who should attend (if you are creating a new meeting).Otherwise, you will see only the Participants and Meeting Parameters pages. If you chose to use an existing meeting, you will see all Meeting Scheduler pages except Meeting Parameters. At the Please select a meeting from the list page, choose an existing meeting (or decide to create a new one) and enable or disable auto-commit.At the top right of the Work pane, select the week that you want to schedule the meeting.In the Schedule module, select one of these views: Master Schedule Weekly, Weekly, Master Schedule Intra-day, Intra-day.
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