DRS Meetings
Any Profile to create meetings requires ‘View Meetings’ access: Configuration>Profiles>check View Meetings
Add Address Type
Only needs doing once in Test and Live
- Configuration
- Address templates
- New
- Id: Meeting
- Name: Meeting
- Default template: No
- Template for meeting: Yes
- Save
Add Meeting Location
- Addresses tab
- New
- Choose a template to create a new address: Meeting (click on Default to select Meeting!?)
- Next
- Enter Address details
- Select Area: North or South
- Meeting: Yes
- Validate this address
- Save
- Click Cancel to quit address
Add Task Template
TASK TEMPLATE AND ORDER TEMPLATE MUST MAP ONE-TO-ONE
A default task template ‘StandardMeeting’ already exists.
Add other templates for different meeting types (e.g. Toolbox, Training, Team Meeting)
- Configuration
- Task templates
- In Meeting column, select Yes
- Select ‘StandardMeeting’
- Copy
- Id: <MeetingType> (no spaces)
- Name: <Meeting Type>
- Template for meeting: Yes
- Default template: Yes /No (only 1 default)
- Notification address: No
- Worker category: blank
- Priority: Standard
- Attraction: None
- Geolocalised task: Yes (adds travel time)
- Use only primary sectors: No
- Opening hours is inherited: No
- Opening hours: No opening hours defined
- Save
- Click Cancel to quit template
Add an Order Template
A default order template ‘StandardMeeting’ already exists.
- Configuration
- Order templates
- Select ‘StandardMeeting’
- Copy
- Id: <MeetingType> (no spaces)
- Name: <Meeting Type>
- Template for meeting: Yes
- Task template: select task (e.g. Toolbox Talk)
- Task name: change to <Meeting Type> (e.g. Toolbox Talk)
- THIS DISPLAYS ON PLANNING BOARD
- Save Order Template
- Click Cancel to quit template
Creating a Meeting
- Meetings tab
- New
- Place
- Time filter: All
- Click on meeting address
- Meeting
- Choose a template to create a new meeting : <Meeting Type>
- Next
- Name: Name of meeting
- Select Date
- Select Begin and End times
- Add Operative(s)
- Forced: Yes for mandatory meetings
- PRIMARY_ORDER_NUM: Name of meeting
- ORDER_COMMENTS: Meeting notes
- CONTRACT: Select contract number (e.g. 1000)
- Click ‘Check operative availabilities’ button
- Message confirms if all operatives are available
- Click ‘Schedule the meeting’ button
- Meeting appears in operative diaries in dark blue
- Left click diary entry to edit: Task; Address; Meeting; Operative