Connecting to the Scheduler

The attendees of an appointment can associate a report with a fixed appointment.
When you associate an appointment with a report, you can view the minutes of the conference from the appointment details screen of the conference and the details screen of the appointment from the report details screen.
Each attendee of an appointment has one report associated with an appointment.
The report icon is displayed to the right of the title of the appointment that is associated with the report.

Create a Report Related to an Appointment

Create a report related to an appointment.
You can only create a report related to an appointment that you are participating in.

Steps:
  1. Click the app icon in the header.

  2. Click Scheduler.

  3. On the "Scheduler" screen, click the title of the appointment that you want to associate with the report.

  4. In the "MultiReport" section on the "Appointment details" screen, click Prepare a report.

    Screen capture: Action link to create a report

  5. On the "Select a form" screen, select a category and select the Report form.

  6. On the "Create a Report" screen, set the required items, and click "Confirm".

    The title of the appointment and the "notification address" will be set by the attendees of the appointment.
    For details, refer to Setting Items for Reports.

  7. On the "Create a Report" screen, confirm the details and click "Create".

Associating Existing Reports with Appointments

Associate a report that you have already created to the appointment you are attending.
Only reports that are created by you are associated with the appointment.

Steps:
  1. Click the app icon in the header.

  2. Click Scheduler.

  3. On the "Scheduler" screen, click the title of the appointment that you want to associate with the report.

  4. Click Options on the "Appointment details" screen.

  5. Click Associate with Report.

    Screen capture: Action link to associate with a report

  6. On the "Select a report to associate" screen, select the report, and click "Associate".

    When you click "Details", the "Report details" page is displayed in a separate tab or a new window.
    You cannot select the following reports:

    • Reports associated with other appointments
    • Draft report

Deleting Appointments and Report Associations

Delete the associations that you have set.
Deleting an association does not delete the report itself.

Steps:
  1. Click the app icon in the header.

  2. Click Scheduler.

  3. On the "Scheduler" screen, click the title of the appointment you want to delete the report and association.

  4. Click Options on the "Appointment details" screen.

  5. Click Remove association.

    Screen capture: Action link to remove association with a report

  6. Click Yes on the "Delete association" screen.