Plan details
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Last updated
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If the consent screen is enabled, you must agree to your organization's rules and regulations regarding the use of your personal data before creating a new plan.
To add plan details, follow these steps:
Title: Enter a title for your plan.
Start date: Select the starting date for your plan.
Start time: Select the starting hour and minute using the diagram.
Topic: Enter the topic of your plan.
If your organization has pre-made templates available in the license package, you can select one to use for your plan.
After selecting a template, you can preview it by clicking the "Preview" button.
You can also add more details to your plan by clicking the "More settings" button. This allows you to add a Zoom link, activate livestreaming, add other participants, and attach documents to your plan.
If you want to include a Zoom link for a live session with other participants, you can add it in the designated section.
You can also choose to broadcast live to other users for use in Observation mode by selecting the "Streaming" option.
When adding participants to your plan, you have two options. You can select participants directly from the list or find them by typing their names or email addresses. If the user you want to include is not on your list, you can send an invitation to their email by clicking the 'Invite user' button.
If you want to remove a participant from your plan, simply click the 'Remove' button next to their name.
If you want to give a participant edit access to your plan, you can do so by selecting the desired participant and enabling the edit option.
To add online documents from the 'Files' section, simply check the box next to the desired documents. Selected files will be highlighted in green.
To add documents to your plan, please click on the 'Upload' button and select the desired file from your local drive.
