Meeting Request

• To create a Meeting Request document:

• Enter the Document Date (MMDDYY) or click  and select date. This should reflect the date the document was created.

• Click on next to Staff Name (see above) to enter the contact name for the parent. The Find: Staff screen displays.

• Enter all or part of staff Last Name, First Name.

• Click or press ENTER. Search Results displays a list of matching criteria.

• Click line of staff name. Line highlights.

• Click again or click .  Find: Staff screen closes and staff name displays.

• Check The purpose of the meeting.

OR

Check Other and enter another purpose.

• Check Student to include the student's name as a participant. If the checkbox is left blank the name will not be included as a participant.

• On the Parents section, check Participant, to include each parent/guardian name as a participant. If these are left blank, the names will not be included as participants.

The Staff section displays the staff members who have been added to the student’s Team List. Names can be added or removed from the staff section of this document without affecting the student’s Team List. If a Staff name is added to this document, the name will display on this document only and not on the student’s Team List. Staff Names displaying will be included as participants, however changes may be made including additional staff names added.

Change current staff names:

• Click  next to the Staff Name to change. The Find: Staff screen displays.

• Enter all or part of staff Last Name, First Name.

• Click or press ENTER. Search Results displays a list of matching criteria.

• Click line of staff name. Line highlights.

• Click again or click .  Find: Staff screen closes and staff name displays.

• Click the Role and select the staff role.

Add staff names:

• Click on the Staff bar. A new line is added to the grid.

• Repeat the procedure above.

• If needed, check  on the line of the staff name to remove. The row is removed.

The Other Participants section will allow for participant names that are not available in the Staff directory.

• Click on the Other Participants bar. A new row will be added.

• Enter the Name and Job Title of the participant.

• If needed, check on the line of the staff name to remove. The row is removed.

• Click .