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Fly-In Appointments

Article ID: 1093
Last updated: 30 Nov, 2012
Fly-In > Appointments
 
The purpose of Appointments is to set up a meeting in advance with a legislator. This function allows the meeting to be created with the date, time, and a survey to bring to the meeting.
 
To view current Fly-in Appointments
 
1.       Navigate to the FLY-INS tab, then choose View Congressional Fly-ins
2.       Click on the name of the Fly-in you are looking for
3.       Locate the Appointments section (if the section is not open, click on the bar to open the section)
4.       Select View to review the appointment
 
To create new Fly-in Appointment
 
1.       Navigate to the FLY-INS tab, then choose New Congressional Fly-in
2.       After the Basic Info section is completed, open up the Participants section and add a Participant by clicking New Participant (**NOTE: This is required prior to creating the Appointment)
3.       After a Participant has been added, open the Appointments section and click New Appointment
4.       If a Survey was not added to the Fly-in, a window will appear and ask if you want to create the Appointment anyway
5.       After clicking OK, add the Participant and the Legislator. After you add the Legislator, the fields in the Location Details area will fill in automatically
6.       Set the date and time of the appointment, as well as the phone number
7.       Once all the Appointment details have been created, select the Disk at the top to save it or select Save and Close
 
Prior to the meeting with the Legislator, the user can return to the Appointment and print the Survey (if available) from the Fly-in record itself. After you locate the Fly-in and navigate to the Appointment, you’ll see a Record Functions section on the right. Here you can print the survey out by selecting Print Handout.
 
After the meeting there are a few more steps to take in order to complete the meeting.
 
1.       Navigate to the FLY-INS tab, then choose View Congressional Fly-ins
2.       Click on the name of the Fly-in that just occurred
3.       Open the Appointment section and click on View for the appointment that just occurred
4.       On the right is a Record Functions section. Click Submit/View Appointment Feedback
5.       On the resulting screen will be a meeting confirmation. Select Yes and the survey questions will appear and allow the user to enter in responses from the survey questions
6.       Remember to select the Disk at the top to save or Save and Close


Article ID: 1093
Last updated: 30 Nov, 2012
Revision: 1
Views: 304
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