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Organise a meeting from the template to
the My Contacts Cloud calendar.

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We will prepare the details, add
participants and review a time change

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using a verified fictional case.

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The app screenshots are in English, with
English explanations.

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Download the meetings and appointments CSV
from Resources.

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It has sixteen columns and three fictional
examples.

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Keep the original, make a copy and replace
the examples.

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Each row describes a meeting, appointment
or visit.

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The worksheet does not import events or
synchronise calendars.

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Note the title, start, end, location and
purpose.

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The worksheet has a time zone column, but
the event form we checked has no

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matching selector. Check the local time
used by your environment before

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saving. This case does not cover time zone
conversions or daylight saving

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changes.

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Check the start, end and All day option.

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Put the purpose and preparation in
Description and check Location.

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The worksheet's Owner and Status fields
help you organise the work;

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they do not assign an app user or
automatically close the event.

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Names typed in the worksheet do not link
contacts to an event.

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Add them under Participants and check the
selected record.

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The verified case includes Ana Núñez.

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Linking a participant does not send an
external invitation.

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No messages were sent or video meeting
created.

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The original fictional meeting is on the
twenty-ninth of October, twenty

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twenty-six, from ten to ten thirty.

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Review the calendar for possible clashes.

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This is a manual check;

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the example does not demonstrate automatic
availability checking.

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The meeting was moved to the thirtieth of
October, from eleven fifteen to

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twelve. Its date and time fields were
changed and checked after reloading

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the app. Review both ends of the interval.

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Dragging and resizing the event were not
tested.

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Check where you attach a supporting file.

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An event document does not automatically
appear on each participant's

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contact record. The test used a text file
and verified its location

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and download. It did not test editing
Office documents.

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After the meeting, record what happened as
an interaction on the contact.

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Keep the event and, where needed, specify
the next action and reminder.

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If you also maintain the CSV, update it
manually.

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The worksheet and app do not synchronise.

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The description links to the template,
calendar guide and manual.

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Start with a simple meeting and check
local time, participants and

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documents. For an online meeting, use an
existing meeting or link and check

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its details before sharing it.