Difference between revisions of "Outlook Calendar Best Practices"

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Microsoft and other institutions that have encountered issues with calendaring in Outlook (such as disappearing appointments) recommend the following:  
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#'''Use the same version of Outlook''': Mailbox owners and delegates should be using the same version of Outlook, and this must be at least Outlook 2007 with the latest updates from Microsoft. If you are a delegate and you have a different version of Outlook than the owner of the mailbox, please contact the Helpdesk to start an installation of the appropriate version of Outlook.
#'''Keep the number of delegates to a minimum'''. This will help prevent unintended changes to a calendar.
[[Category:Helpdesk Documentation]]
#'''Do not delete a meeting invite''' without checking that the meeting is already on the calendar. If an invite is deleted before the mailbox owner or the delegate has had a chance to accept it, then the meeting will disappear from the calendar. If you are not sure the meeting is on your calendar, do not delete it.
#'''Action should always be taken on a calendar event''': Accept, Accept as tentative or Decline. Furthermore, only one person should be accepting and declining meeting invites - either the mailbox owner or a single delegate. If the delegate will be performing this, then the mailbox owner may choose to set Outlook to send meeting requests only to the delegate (instructions below):
##'''For Outlook 2007''': Select the 'Send meeting requests and responses only to my delegates, not to me' check box on the Delegates tab (Tools menu, Options command).
[[Category:Public Search]]
##'''For Outlook 2010''': Click the File tab. Click Account Settings, and then click Delegate Access. Select the check box 'My delegates only.'
#'''Take action only from the Inbox''': accept or decline invites from the Inbox, not from the Calendar.
#'''Don't delete a meeting request''' from one device if it has been accepted from another. Accept it again, instead. In general, if you are not attending a meeting, do not delete an invite, but click the Decline button, instead.
#'''Schedule End Dates''' on recurring meetings.
#'''Don't forward meeting requests''' - new attendees should be added to the original attendee list by the organizer.
== Other sites offering Calendaring Best Practices:  ==
*'''Microsoft''': http://office.microsoft.com/en-us/outlook-help/outlook-meeting-requests-essential-dos-and-donts-HA001127678.aspx?pid=CH062556281033
*'''Stanford''': http://www2.slac.stanford.edu/comp/messaging/Calendar/Calendars_best_practices.htm
*'''UPenn''': http://prowiki.isc.upenn.edu/wiki/Exchange_Shared_Calendaring_Best_Practices
== Further Information for Delegates ==
Delegates (those who have access to another person's mailbox), may find the following resources useful, as well:
*'''For Outlook 2010''': http://office.microsoft.com/en-us/outlook-help/manage-another-person-s-mail-and-calendar-items-HA010355561.aspx
*'''For Outlook 2007''': http://office.microsoft.com/en-us/outlook-help/manage-another-person-s-mail-and-calendar-items-HA010075092.aspx
[[Category:Helpdesk_Documentation]] [[Category:Outlook]] [[Category:EMail]] [[Category:E-Mail]]

Latest revision as of 13:12, 19 July 2022

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