Setup staff

Scheduling a meeting

If your firm is licensed for the Staff Management module, you can use DT Practice to schedule meetings among firm staff.
note
To schedule meetings, staff must have add and edit security privileges for Schedule Items.
To schedule a meeting, follow these steps.
  1. Select the
    Add
     button on the main toolbar and select
    Meeting
     from the drop-down list.
  2. In the
    Meeting
     dialog, enter a description of the meeting in the
    Description
     field.
  3. If applicable, choose a client in the
    Client
     field. If no particular client is to be the subject of the meeting, leave this field blank.
  4. If you chose a client in the previous step, you can choose an engagement in the
    Engagement
     field. Otherwise this field is inaccessible.
  5. If applicable, make a selection in the
    Activity
     field.
  6. Use the
    Priority
     field to indicate whether the meeting is of low, normal, or high priority.
  7. In the Dates / Time section, enter the beginning and ending dates and times for the meeting. If the meeting is an all-day event, mark the
    All day event
     checkbox.
  8. If this is to be a recurring meeting, select the Refresh button to open the
    Recurrence
     dialog, where you can set up the meeting frequency and dates.
  9. Select the More button next to the
    Staff
     field and choose which staff members to invite to the meeting.
    note
    You can also select the
    Schedule
     button and drag and drop the meeting onto staff members' calendars to invite them to the meeting.
  10. If you want to set a reminder for the meeting, mark the
    Reminder
     checkbox and select the desired reminder time from the drop-down list.
  11. If you want to include additional information about the meeting, add it in the
    Notes
     field.
  12. Select the
    Schedule
     button to open the
    Scheduling
     dialog, where you can verify the availability of all invited staff members. You can also click and drag the meeting within the
    Scheduling
     dialog to reschedule it, change its length, and add or remove invitees.
  13. Select
    OK
     when finished.
The meeting is added to the schedule for all attendees, and can be viewed on their calendars and in the Schedule portlet on the Staff Dashboard.

This article applies to:

  • Product: DT Practice