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Add an additional Meeting Planner to an event

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Image Added TINGScope™ Add additional Meeting Planners to existing meetings           

Expand the "MEETINGScope" folder      Image Removed     There are two links that take you to the same screen to add a planner.

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Click on "Add a Planner/Find an Event" in the Search section or "Add a Planner" in the Administration section
First you need to find the event Complete eventComplete the fields and Click "Search Events" Image Removed

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Click on the meeting name Image Removed

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Click "Add" Image Removed Image Added
First check if the meeting planner is already in the system by entering his/her email address Click "Find Matching Planners" Image Removed

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If no results are found: Click "add a planner" Image Removed

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Type in all necessary information (Company Name, First Name, Last Name, and Email Address are required) Click "Add Planner"     

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If results are found you will see the name of the planner.If this is the planner you wish to add, click "Use this Planner" 
Either Adding a Planner or Using an Existing Planner you will be given the option to Change the Primary Planner or Add as a New Recipient. Image Removed

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To replace the planner, select "Change Primary Planner"
To add an additional planner to also receive surveys, select "Add As A New Recipient"
 You will see both the original planner and the additional planner. Image Removed

When primary planners are changed or secondary planners are added, a survey is automatically sent if the meeting was in the past.