Finishing scheduling

There are two ways to finish the scheduling of a meeting and send it to the next step:

Through the meeting scheduling data screen

On the meeting scheduling data screen, it is possible to finish the scheduling and send the meeting to the next step by selecting the Save and exit option, as long as the participants, note taker, and subjects have been duly defined. It is also possible to finish the scheduling and send the meeting to the next step by performing the following operation:

Through the main record screen

In the list of records on the main screen, select the desired meeting. To send it successfully, the participants, note taker, and subjects must be duly defined.

After that, click on More on the toolbar.

At this time, the system will question whether you wish to send the record to the next step. Choose the desired option:

OK: The meeting will continue to one of the following steps:

▪Confirmation: If the "Await scheduling confirmation by mandatory participants" option was checked and the meeting has mandatory participants, it will be sent for all participants to confirm the scheduling.

▪Minutes: If waiting for confirmation from the mandatory participants has not been configured, the meeting will be sent to the note taker to record the minutes.

Cancel: The meeting will remain pending with the Scheduling status. The meeting scheduling closure can also be performed through the Scheduling task.

When closing the scheduling of a meeting, the system will ask if you wish to send the calendar appointments. Click on "OK" for the invitations to be sent by e-mail, in the ICS format, to the participants of the meeting.