Add an additional Meeting Planner to an event

Add additional Meeting Planners to existing meetings

Expand the "MEETINGScope" folder

There are two links that take you to the same screen to add a planner.

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 the fields and Click "Search Events"
worddav8f00e7ec47e0d290382fbfa7698557be.png [imported from a Word document]

Click on the meeting name

Click "Add" worddavcd5931806707835c5c1d0caefb082b95.png [imported from a Word document]

First check if the meeting planner is already in the system by entering his/her email address Click "Find Matching Planners"
worddav824644a78c23faee37ce006e6b3cceb8.png [imported from a Word document]
worddavc0bf1c4c17e4ac78f5cced6bd7658b2d.png [imported from a Word document]

If no results are found:
Click "add a planner"
worddav8c2490cfab80220bcf2ff77a558f691d.png [imported from a Word document]

Type in all necessary information (Company Name, First Name, Last Name, and Email Address are required)
Click "Add Planner"
: worddavc9d4436a07b1594aee620d1ad43ffc90.png [imported from a Word document]

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.
worddavc370ae7d91f6d2996959f3cb361c2bcd.png [imported from a Word document]
worddav10261d59bd18126778d34686a4a55cf5.png [imported from a Word document]

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.
worddav7da337a2e55d866bb1d6d3c8dbac1243.png [imported from a Word document]
When primary planners are changed or secondary planners are added, a survey is automatically sent if the meeting was in the past.