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. Click Prepare a report on the "Appointment details" screen.

    You may go through different steps before clicking the "Prepare a report" option, depending on the version you are using.

    • When using Garoon version 5.15.0 or later
    1. In the "MultiReport" section on the "Appointment details" screen, click Prepare a report. Screenshot: The "Prepare a report" link is highlighted
    • When using Garoon earlier than version 5.15.0
    1. Click "Report" on the "Appointment details" screen. Screenshot: The action link of "Reports" is highlighted
    2. Click "Create a Report". Screenshot: The "Prepare a report" link is highlighted

  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 Associate with a report on the "Appointment details" screen.

    You may go through different steps before clicking the "Associate with a report" option, depending on the version you are using.

    • When using Garoon version 5.15.0 or later
    1. Click Options on the "Appointment details" screen.

    2. Click Associate with Report. Screenshot: The link to associate with a report is highlighted

    • When using Garoon earlier than version 5.15.0
    1. Click "Report" on the "Appointment details" screen. Screenshot: The action link of "Reports" is highlighted
    2. Click Associate with Report. Screenshot: The link to associate with a report is highlighted

  5. 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 Remove association on the "Appointment details" screen.

    You may go through different steps before clicking the "Remove association" option, depending on the version you are using.

    • When using Garoon version 5.15.0 or later
    1. Click Options on the "Appointment details" screen.

    2. Click Remove association. Screenshot: The link to remove the association with a report is highlighted

    • When using Garoon earlier than version 5.15.0
    1. Click "Report" on the "Appointment details" screen. Screenshot: The "Reports" link is highlighted
    2. Click Delete Association in the report for which you want to delete the association. Screenshot: The link to remove the association is highlighted

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