Meeting Requests (Home)

6 months ago • Updated

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 meeting requests. You can edit meeting requests. You can approve meeting requests. You can cancel meeting requests. You can delete exciting ones. You may have to change the filter to Upcoming meetings to approve a meeting request. You may have to change the filter to My meetings to approve a meeting request. Click Add Meeting Request to create a new meeting request. You can choose which meeting requests are displayed using the Filter. The options are All Meetings, Upcoming Meetings, My Meetings, Archive, and 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

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