Web App - Managing Meetings & Trainings

You can manage meetings and training sessions in the web app by accessing the "Events" section, selecting the "Meetings & Training" tab, and filtering events by type, teams, status, and date. From there, you can cancel events, view attendance, mark successful or unsuccessful training, provide feedback, and remove attendance if needed, making it easy to oversee and organize these activities efficiently. Additionally, you can assign a Tag to the Training and the system will automatically assign the Skill upon a successful mark.

Steps on How to Manage Meetings & Trainings in the Web App:

1. Access your "Events" section in the web app.

2. Click on the "Meetings & Training" tab to access your meetings and training events.

3. Use the "Type" filter to choose between "Meeting" or "Training" events.

4. Click "Teams" to filter the events by the teams the events were sent.

5. Utilize the "Status" filter to sort events by "Full," "Cancelled," "Completed," or "Available" status.

6. To filter events by date, click "Future" and choose from options like "Past," "Future," or set a "Custom Date."

7. Click the icon with "More Options" for additional actions.

8. To cancel a meeting or training event, click "Cancel Meeting" or "Cancel Training."

9. Click on the title of an event to access the reporting page for that event in Broadcasts.

10. On the event's summary page, view the attendance status of team members, which can include "Attending," "Waiting," "Declined," or "Not Responded."

11. You can use "More Options" for each team member attending the event.

12. If a team member successfully completes the training, click "Mark Successful."

13. Optionally, you can provide feedback for a successful training event by clicking "Give Feedback" and confirming your feedback.

14. If a team member did not pass the training, click "Mark Unsuccessful."

15. Optionally, you can provide feedback for an unsuccessful training event after clicking "Mark Unsuccessful."

16. To remove a team member's attendance from an event, click "Remove Attendance."

17. Confirm the removal by clicking "Yep."

18. To view a list of everyone who "Attended" the event, click "Attended." This list displays results and feedback.