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Viewing 1-on-1 Meetings in Plumm

Summary

 To view a 1-on-1 meeting in Plumm, ensure you are logged in as a Super Admin or Admin with a valid account. You can view 1-on-1 meetings that are marked with a "Completed" status.


Before you begin

Before viewing a 1-on-1 meeting in Plumm, ensure you meet the following requirements:
 
Valid Account and Permissions:
  • You must be logged in with a Super Admin or Admin role in Plumm.
  • Ensure your account has the appropriate access rights to view 1-on-1 meetings.
Completed Status:
  • You can only view meetings that are marked with a "Completed" status.
  • Meetings that are in progress or pending cannot be viewed in the same manner.
Accessing the Dashboard:
  • You need access to the 1-on-1 meetings section on your dashboard.
  • Ensure the section is visible in your interface.

Steps to View 1-on-1 Meetings

  1. Navigate to the 1-on-1 Meetings Dashboard:
  2. Go to the 1-on-1 meetings section on your dashboard.
  3. Locate the Desired 1-on-1:
  4. Find the 1-on-1 meeting you want to view.
  5. Click on the Three Dots:
  6. Next to the 1-on-1 meeting with a "Completed" status, click the three dots.
  7. View Option:
  8. The "View" option is only visible for meetings with a "Completed" status. After clicking the three dots, select View.
  9. View 1-on-1 Details:
  10. A side panel will appear showing the following details:
    • Meeting Title
    • Organiser
    • Invitee
    • Cadence
    • Scheduled For (Date and Time)
    • The questions selected during the 1-on-1 creation
    • Organiser Comments
    • Invitee Comments
    • Private Comments
 

Frequently Asked Questions (FAQ)

1. Who can view a 1-on-1 meeting in Plumm?

 Only Super Admins and Admins with valid accounts have permission to view 1-on-1 meetings.

2. Can I view meetings that are in progress or pending?

 No, you can only view meetings that have a "Completed" status. Meetings that are in progress or pending are not available for viewing in the same way.

3. What should I do if I can't see the "View" option?

 Make sure the meeting is marked as "Completed". The "View" option will not appear for meetings that are still in progress or pending.
 

4. What details are visible when I view a 1-on-1 meeting?

 You can see the meeting title, organiser, invitee, cadence, scheduled time, selected questions, organiser comments, invitee comments, and private comments.
 
 

5. Can I edit or delete a 1-on-1 meeting while viewing it?

 No, viewing the meeting will not allow you to edit or delete it. You will need to follow the appropriate process for editing or deleting a meeting separately.