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Offline meetings are educational events that are held in person. The participants come to an appointed location at an appointed time and listen to a lecture or take part in workshops to get hands-on experience from industry experts.

Account Owner, Account Administrator, Department Administrator, Publisher, and a user with a custom role enabled to create events can all add new offline meetings.

Here's how to set one up:

  1. Go to the Trainings section and click Add Training.



  2. Fill in all fields with the details of the training. In the Training format field, select Offline meeting. Then, click Save.

    Field name

    Description

    Training themeThe theme length cannot exceed 255 characters. The theme might be not unique.
    Start date

    You can select any start date for your offline meeting, both past and future. Creating an offline meeting with a past date will come in handy if the training has already ended and you need to account for it in a report

    If you created an offline meeting with a past date, its status will be Completed.

    DurationEstimated meeting duration.
    Training formatChoose Offline meeting.
    Location

    Describe the location in as much detail as possible: add the exact address and the conference room name or office space number.

    Capacity

    Specify the maximum number of training participants allowed. If you leave the field empty, the number of allowed participants will be unlimited.

    This field is optional and can remain empty.

    Organizer

    The user who created the offline meeting is the default training organizer.

    The training creator can select a different organizer, who should be a user from departments they manage or their sub-departments. 

    Account Owner, Account Administrator, Department Administrator, Publisher, or a user with a custom role enabled to view trainings can all be assigned as an organizer.

    After the training has been created, the organizer will receive a notification about having been assigned as an offline meeting organizer. The organizer will also be notified of any changes made to the training.

    The link to contact the organizer will be displayed on the training page in the user portal and participants will be able to contact them.



  3. Some new tabs will appear on the training page:
       • Outline
       • General
       • Notifications
       • Completion
       • Participants



  4. The offline meeting will appear on the calendar. It will be available to the training creator and users who pertain to the departments they manage and their sub-departments.


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