Processing Schedule or Event Requests
Market: Federal/State/Local, House, Senate
Description: These instructions teach users how to process a Member/Boss’s schedule or event requests in IQ. A customized Meeting Request Web Form can be added to a Member/Boss’s website*. The information captured from this form is passed to IQ’s Scheduling Request Template, which then becomes a record in IQ. This record can be synchronized with Microsoft Outlook calendar. As a result, a staff can maximize IQ as a scheduling tool while incorporating all the analytical data stored in IQ.
* Contact your office IQ Consultant to configure these IQ events template for your office
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Creating an Event using information from a Member’s Meeting Request Form
This is an example that describes how information entered into a Member’s Meeting Request Web Form is used to populate and create a meeting/scheduling record in IQ.
1.This is a sample Meeting Request Web Form found in a Member’s website.
2. After the constituent completes and submits the information of the Meeting Request Web Form, IQ will automatically capture this information and use this information to populate and generate a scheduling service record in IQ. To access these requests, navigate to the Scheduling > Find Scheduling > All Open.
3. The page will display all opened scheduling request records. Click the title of the record to view and expand the information.
4. On the General tab of the record, click Edit.
5. The IQ Scheduling Request Template is displayed. Complete the fields below.
6. Under the Event Data section, complete the information. Note the following IQ specific fields:
a. Green: these fields will be pre-populated with information that was entered on the Member’s Meeting Request Web Form.
b. Red: these fields may be pre-populated from the Member’s Meeting Request Web Form or may need to be manually completed by the office staff.
7. Click Save.
8. Select Actions > Create Calendar Event.
9. A confirmation message is displayed. Click Create.
10. Navigate to Events >Views > Monthly. The event is now included in your calendar in IQ.
This is an example creating a meeting/scheduling record in IQ, which caters to offices that do not have the Meeting Request Web Form on their Member website.
1.Navigate to Services > New > Service
2. A list of service templates* is displayed. Select Scheduling Requests.
*Contact your office IQ Consultant on how to configure the display settings of your service templates.
3. Refer to step 5 through step 10 of the Creating an Event using information from a Member’s Meeting Request Form guide.
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