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Lotus Notes 7 Meetings and Resource Management
Lotus Training Overview

During this course you will master the intricacies of scheduling meetings that involve multiple people as well as rooms and resources. You will learn the skills necessary to define and manage rooms and resources and how to reserve them either from Meetings or in the Resource Reservations database.

You will also learn how to schedule on-line meetings as well as group To Do’s to complete your understanding of how to bring people together.

Learning more about Mail Rules and automatic Inbox processing will help you manage a large volume of general messages as well as those related to meetings and meeting invitations.

To ensure that participants, rooms, and resources are available for meetings, you will learn to use the Scheduler and create Group Calendars.

Lotus Training Learning Objectives

In this course, you will learn how to:

  • create advanced Mail Rules to automatically process incoming messages
  • create a Group Calendar
  • use the Calendar to schedule meetings
  • use the Scheduler to check for free time in other people’s schedules
  • define rooms and resources in the Resource Reservations database
  • reserve rooms and resources and respond to requests to reserve rooms
  • start instant meetings, participate in Web conferences, and schedule online meetings
  • define group To Do’s to coordinate work efforts.
Lotus Training Audience

This course is designed for any Lotus Notes user who wants to invite other people to a meeting and reserve rooms and resources. It is also appropriate for meeting attendees who need to know how to properly respond to meeting invitations and how to participate in instant meetings and scheduled Web conferences.

This course is ideal for people responsible for setting and publishing meeting agendas and for managing rooms and resources on behalf of others. These people will often create the meeting documents, assign the Chairperson, reserve rooms and resources, and properly respond to invitation responses, but not attend the meetings themselves.

This course is part of a series of training courses for Lotus Notes users. Follow these paths to master all aspects of using Lotus Notes 7:



The Lotus Notes 7 Basic Messaging and Calendar and Lotus Notes 7 Advanced Messaging and Calendar courses or commensurate knowledge are prerequisites to this course. There is no content overlap in any of these three courses.


Lotus Training Course duration

This course is sold as a 1/2 day course.

Lotus Training Course outline

Advanced Mail Rules

    Manually create a Rule
    Exercise: Manually create a Rule
    Multiple Rules
    Blacklist and Whitelist tag Rule conditions
Group Calendars
    View a Group Calendar
    Exercise: Create Group Calendar
Meetings
    The invitation process
    Invited participants
    Owner: Send Meeting invitation
    Participant: Receive an invitation
    Owner: Wait for responses
    Owner: View Invitee Status
    Owner: Make changes
    Participant: Request changes
    On My Calendar
    Filter Calendar
    Invitation delivery options
Manage Meeting Invitations
    Automatic Inbox Management
    Control Inbox clutter
    Autoprocess invitations
Scheduler
    Check invitee schedules
    Scheduler Details view
    Scheduler Summary view
    Exercise: Use the Scheduler
    Scheduler preferences
    Availability schedule
    Define your availability schedule
    Control who can query your schedule
Rooms and Resources
    Resource Reservations database
    Reserve a room for a meeting
    Exercise: Schedule a meeting and reserve a room
    Cancel a room/resource reservation
    Limits to room and resource reservations
    Reservation approval process
    Automatic reminder notices
    Preferred rooms and resources
Direct Room and Resource Reservations
    Who can make direct reservations
    Reserve a room in Resource Reservations
    Immediate reservation feedback
    Exercise: Make direct reservation
    Resource views
    Quick reservation
    Transfer reservation to new owner
    Cancel a reservation
Room and Resource Management
    Who can create rooms and resources
    First create a site
    Create resource at site
    Room and Resource ownership
    Verify resource in Domino Directory
    Site document: Automatic reminder notices
    Resource document: Limit advanced reservations
    Edit resource attributes
    Rename resource
    Delete resource
Sametime Web Conferences
    Instant Sametime Meeting with tools
    Exercise: Start a Sametime Instant Meeting
    Use the Whiteboard
    Exercise: Whiteboard
    Moderate a meeting
    Permissions
    Exercise: Permissions
Scheduled Online Meetings
    Why schedule a meeting?
    Schedule meeting in Sametime Meeting Center database
    Schedule online meeting from your Calendar
Group To Dos
    Assign a To Do
    Receive assignment
    Tracking the status of an assignment
    Exercise: Group To Do

 
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