Edit a Meeting

From the calendar, click on the meeting to open the meeting information pop-up.

Click Edit meeting.

Click the edit options for Meeting basics or the Location / Date / Time.

Make updates as needed.

Click Save to save changes.

Click the advising meeting on the calendar. The meeting preview pop-up opens showing the meeting time and place, attendees, and description.

If there isn't already a meeting note, the Create Meeting Note button appears in the pop-up. Click it to create a note. The Create New Communication pop-up opens with all fields except the note itself already populated.

1. Enter up to 8,000 characters.

2. Click the Send button. The note is saved. (It's not actually sent to anyone.) It appears on the Advising Meeting details pop-up.

   1. To view it, click View Note. The Advising Meeting Note panel opens.

   2. To make a new internal comment on the note, click New Comment. Enter a comment, and click the Add button.

   3. To mark the comments as read, click the Mark all read button.

   4. To edit the note, click the Edit icon . Make your edits, and click Save.

   5. To delete the note, click the Edit icon . Click the Delete button. A pop-up asks you to confirm. Click Delete. The note is deleted.

   6. To view details of the meeting, click the Show details button.

   7. To see who scheduled and initiated the meeting, click the Audit Information button.

To view an existing note, click the View note link. The Advising Meeting Note pop-up opens. To edit the note:

1. Click the Edit icon . The note text appears in an editor.

2. Add to or edit the note.

3. Click the Save button. The note editor closes.

Click Edit Meeting. The Edit Advising Meeting page opens.

Make your edits.

1. If the meeting is finished, switch the Attended? field to Yes for everyone who attended.

   Tip

   Fifteen minutes before the advising meeting starts, the Edit Advising Meeting page updates so you can record who attended the meeting. After you change the Attended? status to Yes for one or both attendees, the Meeting Notes become editable. The location, date, and time cannot be changed after people have attended the meeting.

   sidebar. Example

   

2. If someone is marked as attended, the other fields are uneditable.

You can view, edit, create, and delete a note on this page just as described above for the meeting preview pop-up.

Click Save.

Click on the meeting or appointment to be deleted on the calendar.

In the meeting details pop-up, click Delete meeting.

In the confirmation pop-up, click Delete meeting.