If the schedule has been locked, you won't have access to the (bell) icon. Refer to Lock a Schedule for instructions on locking and unlocking schedules.
Click Event Invites.
On the invitation email, the Organiser's name will appear as the sender and their email as the 'reply to' address. This person can see the acceptance status of all invitees, and receives an update email when any attendee changes their status. The Organiser field defaults to the Business Unit name. To change the name in the Organiser field, click the (magnifier) icon and double click on a user name to select it.
Click Send invite to and select the option you need:
What it does
Sends an invite to anyone who has not yet received one. This is the option to use for a new event.
Attendees with no response
Re-sends an invite to those who were sent one earlier but did not respond.
All Existing Attendees
Sends an invite to all users, whether they've responded to an earlier invite or not. This option re-sets the event so all users will appear as not having responded.
Click OK to confirm that you want to send the invite. AroFlo then confirms that the email has been sent.
Send invite to All button
At the bottom of the Event Invites window, you can find the Send Invite to All button. This will save you time when you've got resources on the same task with different start and finish times. In the example below, you could use the Send invite to All button, rather than having to hit Send invite to twice.
Note: Using the Send invite to All > All Existing Attendees button sets the status of all attendees to 'not responded'. This could be useful if the list of attendees, or other details of the event, has changed substantially and you want to give people the chance to re-confirm their acceptance.
Send invites with multiple start / finish times
Where the resources on a schedule have different start or finish times, AroFlo will group them by those times when sending event invites. You can use the Send invite to button to send each grouping's invite separately, or use the Send invite to all button, to send all the invites at once.
Send invites for multi-day events
Due to a limitation with .ICS files (used universally for email calendar invites), if an AroFlo event is scheduled over multiple days, you need to send an event invite for each day individually. To do this:
Repeat these steps for each day of the multi-day event.
Respond to an event invite
Different email / calendar systems handle invitations in different ways and AroFlo has no control over this. The instructions below are based on receiving an event invite email into Outlook 365, but the principles are similar for all systems.
Open the email you've received from AroFlo and check the details. You can either accept, accept tentatively, or decline the invitation.
If your email system allows it, it's best to send a response with your acceptance, tentative acceptance or rejection of the invitation so that your attendance status is updated in AroFlo. In Outlook 365, click the arrow below the three options and select either 'Edit the Response before Sending', or 'Send the Response Now'.
Note: Not all external calendars will show the updated status.
Track attendee statuses
The possible attendee statuses are shown below.
What it means
Invitation tentatively accepted
No coloured buttons
No response received so far
No buttons at all
No invitation has been sent
The attendee status is updated automatically when the attendee accepts, tentatively accepts, or declines the invite. You can also manually update the attendee status by clicking on the relevant status button in the Event Invites window. Changes are saved automatically and each attendee receives an email when any attendee's status is changed.
In the example below:
Darren has accepted the invitation
Bryce has tentatively accepted
Elwood has declined
Otto has not responded
Tony has not been sent an invite.
You can see each attendee's status at a glance by opening the calendar entry.
Changes to calendar schedules
If you drag and drop a schedule onto a new resource or date, or change the time or duration of a scheduled event, AroFlo will:
reset the invite status of all resources on the schedule to 'Has not responded'.
ask whether you want to send an updated event invite (or cancellation, as applicable). Simply click OK if you want to send one.
Changes to timesheets
If you go to Manage > Timesheets in the AroFlo Office interface and update an overhead (e.g. you change the date of a toolbox meeting from a Monday to a Tuesday), AroFlo will ask if you want to send an updated event invite. If you do, simply click OK when you see the message.
Updating an event to hours only will cancel it. An event must have a start and finish time for the system to send an event invite.
What if I have an external calendar subscription?
You don't need an external calendar subscription for AroFlo to send event invites, but if you have one, AroFlo will check to see whether event invites have been sent for an event, before syncing the event with your external calendar. Any events for which invites have been sent will not be synced. This is to avoid duplicating calendar entries.