This page displays all meetings available to you. This includes meetings for which you are the Expert as well as those for which you are the Client. It may also include meetings completed by other members of your group, if you have been granted access to them.
Access the page by
Schedule a meeting from the profile page of an Expert, look for the "Contact" button. Some Experts may not be available to you and will not have a Contact button.
Current status of a listed meeting is identified by the first column. The different values are described in the table below.
Change the meeting time of a meeting by selecting the line and viewing the details. If you did not initially create the meeting, or if you are not the Expert, you will not be able to reschedule it.
The middle column(s) indicates who is participating in the meeting, including a Team name, if a team is included.
The final column may include a trash can icon: if present, you can click it to delete this meeting. Only incomplete meetings which you created can be deleted.
Click anywhere else on the row to view the meeting's worksheet. Using the worksheet you can reschedule, change the meeting venue, add attachments and exchange information about the meeting.
Sort the list by clicking on the heading. For example, to sort by date, click on "Date" in the list heading.
|Scheduled / Unscheduled||First stage of a meeting. Client should be filling out Pre-Meeting Questionnaire [My Input] and Personal Profile. When ready, Client will Submit answers to the Expert. Meeting may be rescheduled or removed from the calendar by clicking on the meeting time.|
|Submitted||Client has completed Questionnaire, and submitted answers. Expert should be reviewing input and preparing for meeting. Client may resubmit Questionnaire if changes are required. Meeting may be rescheduled or removed from the calendar by clicking on the meeting time.|
|Completed||Client and Expert have held the meeting. Expert has completed the report and notified the Client. If the meeting includes a Meeting Summary Report, [MSR], the Client may view this [MSR] online. The [MSR] can also be downloaded. If no MSR is included, the Expert's final comments are included on the Client's Meeting Input page.|
|Unassigned||For whatever reason, there is no longer an Expert associated with this meeting. Client may continue editing input, but will need to assign an Expert to this meeting before continuing any further.|
|Pending||To work with some Experts, you may be required to request access. If you have made the request, but the request is not yet approved, you will see this status. Once your request has been approved, the Expert will be notified and scheduling will be complete.|