Tasks for the My Advisor Meetings Portlet

1.        From the My Advisor Meetings portlet, enter the Start Date and End Date of the date range for which you wish to search or leave both date fields blank to view all meetings.

2.        Click the Display Meetings button.

3.        A list of meetings is displayed. The list includes the name of the advisee, the date and time of the meeting, the description of the meeting, and the status of the meeting.

4.        To view the details of a particular meeting, click the Details link.

 

1.        From the My Advisor Meetings portlet, click the Add button.  

The Add button is only available to individuals logged in as a role with the Is Advisor flag selected in the Global Operations of the portlet.

2.        The Meeting Details screen opens and displays default information about the new meeting.

3.        Choose the advisee with whom you want to meet.

4.        Edit the information that is displayed and enter additional information if desired.

5.        You can:

a.        Click the Send Meeting Notification to Advisee link to open an email form to send to the advisee.

b.        Click the Save button to save a meeting and return to the Advisor Meeting portlet.

c.        Click the Save and Add Another button to save the meeting and remain on the Meeting Details screen to add another meeting.

d.        Click the Reset button to clear the form.

e.        Click the Cancel button to return to return to the Advisor Meetings portlet. Any meetings scheduled and saved will not be canceled or deleted.

 

1.        From the My Advisor Meetings portlet, enter the Start Date and End Date of the date range for which you wish to search or leave both date fields blank to view all meetings.

2.        Click the Display Meetings button.

3.        A list of meetings is displayed. The list includes the Name of the advisee, the Date/Time of the meeting, the Description of the meeting, and the Status of the meeting. To view the details of a particular meeting, click the Details link.

4.        Select the check box(es) beside the name(s) of the meeting(s) you want to delete.

5.        Click the Delete Selected button at the bottom of the screen to delete the selected meeting(s).