Sharing vs. Delegate Access in Calendar
Sharing your Calendar
Sharing your calendar with someone will allow that person to see as much or as little information on your calendar as you prefer. The three levels of sharing are: Busy/Free, Free/Busy with subject and location, and All information. You can also allow a person your sharing with, to post and edit calendar entries (Editor).
If you simply ”share” your Calendar with someone (even if you make that person an Editor), he or she will not receive meeting-related emails sent to you. Depending on the permissions you give them, you can allow that person to create meetings on your behalf and make other changes to your Calendar, but the calendar owner is responsible for accepting and declining their own meeting requests.
Note: For most former CorpTime/Oracle users, setting up sharing and allowing a person(s) to edit your calendar is most like the process you used prior to Live@edu.
To accomplish this:
1. Open Outlook 2010 - Calendar
2. Click Calendar Permissions from Ribbon
3. Click ADD button
4. Select person(s) to share your calendar
5. Click Permission Level drop box
6. Choose options for that person(s) (Editor, etc.)
Delegate access to your Calendar
If you make someone a Delegate to your calendar, he/she is acting on your behalf. Delegates can create, modify and respond to meeting requests on your behalf. The delegate will receive meeting-related emails sent to you. When someone invites the calendar owner to a meeting, both the owner and the delegate receive the email invitations. Your delegate can then accept or decline the meeting on your behalf.
The number of delegates should be limited to avoid confusion and repetition of work. In most cases, setting up sharing with editor permissions, rather that delegate status, is more efficient.
Calendar - Essential Do's and Don'ts
Have you ever heard someone say, “We are meeting at 3:30 today? I never saw the meeting request!"? Whether you schedule or attend a meeting, you can help it run smoothly and on time with the following meeting request do’s and don’ts:
- Make a choice Accept, accept as tentative, or decline each meeting request that you receive, especially if it is an update to a meeting request that you previously accepted. By making a choice, you keep the meeting organizer apprised of your decision and you prevent the meetings that you want to attend from being accidentally deleted. If you need to attend a meeting but can't at the time it is scheduled, you can propose a new time for the meeting.
Try not to delete a meeting request outright because this is one way that meetings get "lost."
- Send updates After modifying one of your own meeting requests, remember to click Send Update to send the updated request to all recipients.
- Cancel a single meeting If you need to cancel a meeting, it is considerate to notify the people you invited. Delete the meeting from your calendar, click Send cancellation and delete meeting, and then send the cancellation to everyone you invited.
- Cancel recurring meeting If you, as the meeting organizer, are ending a recurring series of meetings, open the meeting on your calendar, set a new end date, and then send an update. This keeps the past meetings on everyone’s calendars, but future occurrences after the end date are removed.
- Change meeting organizers If a recurring meeting is changing to a new organizer, there is not a way to reassign the ownership of the meeting. The original organizer should send an update with a new end date — the past meetings remain on everyone’s calendars, but future occurrences after the end date are removed. The new meeting organizer should send a new meeting request for meetings in the future.
- Keep meetings from vanishing If you run Outlook on two computers and accept a meeting while using one of them, don't delete the meeting request from the Inbox on the other computer. If the request is still there, accept it again. Deleting a request on one computer after accepting it on another computer can cause the meeting to disappear from your calendar.
- Process meeting requests and updates from the Inbox Always accept or decline a meeting request from your Inbox. Yes, Outlook allows you to accept or decline a meeting from its time slot on your calendar, but that can leave the meeting request in your Inbox. Leaving the meeting request in your Inbox might confuse you later and definitely leaves any delegates you appointed wondering about whether the meeting was accepted.
- Keep your meeting notes separate As a meeting attendee, avoid adding your own private notes to the body of a meeting request in your calendar. If the organizer updates the meeting, your notes are lost.
- Don't move meeting requests Don't move a meeting request from your Inbox to a different folder before you accept or decline the request or before the meeting appears in your calendar.
Soon after a meeting request arrives in your Inbox, a piece of Outlook code — nicknamed the "sniffer" — automatically adds the meeting to your calendar and marks it as tentative. This is a fail-safe to keep you from missing the meeting in case you don't see the request in your Inbox. However, the sniffer doesn't reply to the meeting organizer. You still need to do that by accepting, accepting as tentative, or declining the request.
If you or a rule that you create moves an incoming meeting request from your Inbox before the sniffer can process the request, the meeting never appears in your calendar, and you might miss the meeting.
- May Adrienne come, too? If you receive an invitation for a meeting and believe someone else should also attend it, instead of forwarding the meeting request to that person, ask the meeting organizer to add that person to the attendee list, and then to send everyone an updated meeting request. This avoids surprising the organizer with an unexpected attendee and helps prevent lost meeting requests.
- There is always room for one more If you are the meeting organizer and you want to invite another person after sending the original meeting request, add the person to the attendee list (the To line) of the original meeting series or occurrence, and then send an update to all attendees.
- Convert an appointment to a meeting request If you want to create a meeting from an appointment on your calendar, open the appointment, click Invite Attendees, and then select the people you want to invite. This converts the appointment to a meeting request.
- Remove it right If you receive a meeting cancellation, click Remove from Calendar to remove the meeting from your calendar. Deleting the cancellation from your Inbox won't remove the meeting from your calendar.
- Try not to change an existing attendee list Suppose the attendee list in one of your meeting requests contains two instances of a person's name. If you delete one of the names, and then send a meeting update to the "Removed or Added Attendees," the person receives a cancellation. Similarly, if you send the meeting update to "All Attendees," the person receives both a cancellation and an update.
- Be careful with DLs Try to avoid sending meeting requests to distribution lists (DLs), particularly ones that you are a member of. If you need to invite all the members of a distribution list, expand the list in the To line before sending the request. If you need to add or remove attendees from a meeting request that you already sent to an unexpanded distribution list, don't expand the list and start adding or deleting names. Instead, cancel the meeting and create a new one.
- Don't auto-accept requests If you have granted one or more persons delegate access to your calendar or if you have delegate access to someone else's calendar, turn off automatic acceptance of meeting requests. By turning off automatic acceptance you avoid problems with delegate workflow.
- Avoid calendar clutter To make people aware of your schedule, or to let them know when you plan to be away from the office, don't send a meeting request or forward appointments that block out portions of your schedule on their calendars. Instead, share your calendar with them.
If you don't want to share your calendar, you can still use a meeting request to let people know when you will be away from the office. Before you send the meeting request, set Show time as to Free so that it doesn't block out the time that you are away as Busy or Out of Office on the other people's calendars.
So what if someone sends a meeting request or appointment that blocks out portions of your calendar? If you accept the item, set Show time as in the item to Free.
- If you don't want to receive meeting request responses... Typically, it is best to know in advance who plans to attend a meeting that you schedule. By default, Outlook meeting requests ask for a response from each person you invite. You have the option not to receive responses to your meeting request, but then you won't know who accepts, accepts as tentative, or declines it.
However, if you schedule a large meeting or an event and you don't want to receive a response from each person you invite, turn off the Request Responses option before you send the meeting request.
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