Test meeting services setup

Learn about best practices to verify that the AskCody Meeting Services module is working according to your organizational preferences

These test scenarios go through the setup you just configured to ensure that everything works.
  • Book a meeting with a meeting room in Outlook/Office 365 using the AskCody Workplace Add-in followed by ordering Meeting Services using the Meeting+ Add-in and make sure to check the following in the add-in: 
    • Check that the providers assigned to each room are assigned correctly.
    • Check that the items, categories, and special conditions (such as preparation deadlines for items, and delivery provider opening days) match your business rules.
    • Check that the item prices are set up correctly.
    • Check that the accounting information is set up correctly:
      • Check that your employees have access to the right cost centers.
      • Check that the meeting types set up match your business rules.
      • Check that any additional tax fields (information for accounting purposes) is set up correctly and available in the Meeting+ Outlook add-in.
    • (If using the add-in in delegate access to order catering or services on behalf of someone else in your organization) Check if the roles necessary to perform this action (called Meeting+ Delegate in the AskCody Management Portal) are set up correctly by booking a meeting with a Meeting room via the Workplace Add-in, and then ordering catering or services for it using the Meeting+ add-in.

Next Step: Advanced features for meeting services