Meeting Schedule Assistant

Auto Assign - Exclusions

Synchronize Exclusions

Synchronize Exclusions
Synchronize Button This dialogue is displayed by clicking the Synchronize button on the Brother Exclusions dialogue.
  • Do you use both Meeting Schedule Assistant and Public Talks applications?
  • Do you use the Meeting Schedule Assistant Exclusions functionality?
  • Do you set these exclusions manually by looking at a Public Talks schedule?

If you answered Yes to all of these questions then you will find the Synchronize Exclusions feature very useful! It has been developed to assist those users who use both Meeting Schedule Assistant and Public Talks together. So, how does it work?

You are presented with a grid of available assignment relationships. As indicated on the dialogue, each row in this grid represents the various Public Talk assignments: Local Speaker, Away Speaker, Chairman and Reader. The columns represent the Meeting Schedule Assistant assignments that are being populated on the current schedule. So the columns presented will vary according to how your program options have been set up. In this example I have four assignments.

When the dialogue is displayed for the very first time it will default all of the relationships to No (unchecked). You can quickly change the state of all the relationships by using the Check all and Uncheck all buttons respectively.

What you do is isolate which Public Talk assignments should be excluded. Do this by clicking on the relationship in question and it will toggle on or off accordingly. Once you are happy with your relationship settings you should click Update and the program will revise the brother exclusions by looking at the Public Talks database. You should then see the changes reflected in the Brother Exclusions dialogue automatically.

When you dismiss the dialogue with Update the program saves your current exclusion settings. Altering program options etc. could affect these saved settings so don't be alarmed if you have to re-set any mapping again.  However, as long as the assignments in question are present on the schedules you make, then the settings should be saved acceptably for you.

So how are the records obtained from the Public Talks database? Well that depends upon which report mode is in effect at the time. When you are in Meeting mode Meeting Schedule Assistant locates all database records with the same dates as displayed on the schedule. When you are in Weekly mode Meeting Schedule Assistant locates all database records with the same week numbers (week numbers are always calculated with Monday as the start of the week).

The synchronization feature works very quickly and should assist you in updating your brother exclusions in preparation for automatic assigning etc.