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"
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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"
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If no results are found:
Click "add a planner"
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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]
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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.
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.

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