The Meeting Requests List contains a list of all meeting requests within the account. On this page, you can view the status of meeting requests. You can create new ones. You can edit, approve, cancel or delete meeting requests. You may have to change the filter to Upcoming meetings or My meetings to approve a meeting request.
You can click Add Meeting Request to create a new meeting request.
Filter options
Select one of these options in the Filter to choose which meeting requests are displayed.
- All Meetings
- Upcoming Meetings
- My Meetings
- Archive, or
- Cancelled and Denied Meetings
Meeting Requests List View
The Meeting Requests List has the following columns for each meeting request.
- Earliest Start — shows Month, Day, Year for the meeting's earliest possible start date
- Status — shows the meeting request's current status
- Incomplete — the requester did not complete the meeting request form
- Requested — the requester completed the meeting request form and is awaiting approval
- Approved — the approver has approved the meeting request and authorized a budget limit
- Denied — the approver denied the meeting request
- Cancelled — a user has cancelled the meeting request
- Planning — the meeting request was approved and converted to an event
- Location — shows City, State or City, Country for non-U.S. addresses, if the requester entered this data in the request form
- Meeting Name — the name entered in the request form by the meeting requester (the same meeting name can be re-used)
- Requester — name of the requester; link takes you to the individual's profile page
- Approver — name of the approver; link takes you to the individual's profile page
- Planner — name of the user assigned to the meeting request/event as its planner, if one has been assigned
- The link takes you to the individual's profile page.
- If no planner is assigned, click to find one to assign.
- All users with a user type of Event Builder or higher are available in the drop-down list.
- Typically, you wait until the meeting request is approved before assigning a planner.
- Actions — shows the actions that are currently available for the meeting request.
- Approve — the link will take you to the approval form set up for that website.
- View Event — for an approved meeting request that has been converted to an event.
- Convert to Event — converts an approved meeting request into an event (You must use an existing event as a template. The estimated budget for your meeting request is transferred to the existing event’s Management Budget Summary Report.)
- Edit the meeting request
- Copy the meeting request
- Cancel the meeting request
- Delete the meeting request
Note
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