Scheduling Assistant - Create an Adhoc Relationship with Another Person

This document describes how to create an adhoc relationship with another individual in Scheduling Assistant.

Preface

An adhoc relationship in the Scheduling Assistant is a relationship with another Office 365 eligible person created manually by the Schedule Owner. To learn more about the Relationship sub system within the Scheduling Assistant, view the following doc:

Scheduling Assistant - Relationship System Description

Instructions

  1. Go to Scheduling Assistant.
  2. Click the link to Log in to post your Availability. If prompted, enter your NetID credentials.

  3. Click the Schedule Sharing link from within your available schedule page.

    relationship screen

  4. To add users individually, use the Create a new Relationship link.

    create_relationship

  5. Start typing the name or NetID of the person with whom you wish to share your schedule. As you type this form will look for matching people and a list of matches will appear. Select the desired name from the list.
    Hint: start typing the person's last name for a quicker match.
  6. Next, enter a description that describes your relationship with this person within the relationship text box.

    create_new_relationship_example

  7. Click the Authorize button.

    authorized_relationship

  8. Continue performing this step until you have added all the users you want to share your schedule with.
  9. Note: The user(s) you have listed within your sharing page will now see your name and be able to interact with your schedule when they visit the Scheduling Assistant to make an appointment.

Important:

  • If you want to remove a user from your list of relationships, return to the sharing page and click on the Revoke button with the red X next to their name.

See Also:




Keywords:wisccal calendaring oracle schedule advisors advisers resources available hours advisee blocks schedular scheduler relationship adhoc share sharing   Doc ID:13358
Owner:Ara M.Group:Scheduling Assistant
Created:2010-02-17 19:00 CDTUpdated:2016-08-18 13:53 CDT
Sites:DoIT Help Desk, DoIT Staff, Office 365, Scheduling Assistant, WiscCal
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