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Perform Zoom Accounts Audit
Rabia Shaikh edited this page Jun 19, 2023
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Copy the following block of instructions into a new comment on your issue and select the green Comment
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## Perform Zoom Accounts Audit
### Purpose
In this step, you will determine if the meetings in the Zoom accounts match with the team calendar. There may be slight differences in the meeting names, meeting start/end times but if the majority of the data matches, consider the meetings a match.
### Task Outline
You will open resource 1.0 and access the `Zoom Accounts Audit` sheet, which has 3 sections. Only sections 1 and 3 should have data. You will copy data from `Section 3: Meeting data from Zoom accounts` and add it to `Section 2: Copy and Paste Meeting Details from Section 3 Here`.
### Task Details
- [ ] Close the wiki page you just opened
- [ ] Open resource
- open resource 1.0 in a new window
- set up side by side view with the issue window
_You will now copy and paste meeting data._
- [ ] In resource 1.0, access the `Zoom Accounts Audit` sheet
- [ ] Add meeting data to `Section 2: Copy and Paste Meeting Details from Section 3 Here`
_The values in column O, P and Q will change as you perform this audit step_
- start with the first meeting in column B of `Section 1: Meetings on the Team's Calendar` and find it's match in column B of `Section 3: Meeting data from Zoom accounts`
- if you find the match
- select `YES` in column A of `Section 3` for that meeting
- copy the `Name of Meeting`, `Zoom #`, `Day of the week`, `Meeting Time Start (Pacific Time)`, `Meeting Time End (Pacific Time)` and `Meeting Recurs` for the meeting from section 3
- paste the values into section 2 for the matching meeting starting from column I and ending at column N
- if you don't find the match
- leave I through N in `Section 2` empty for that meeting
- repeat these steps for every meeting in `Section 1`
- [ ] Identify meetings that are in any Zoom account but not on the team calendar
- select `NO` in column A of `Section 3` if there isn't already a `YES` selected
- [ ] Close out this task
_You are done with all the steps in this task. Close it out in the main body of the issue_
- check the box for `Perform Zoom Accounts Audit` in the `Audit` action items of this issue
- remove `status: needs Zoom accounts audit` label
- close the tabs you just opened (wiki, spreadsheet)
- hide this comment as RESOLVED, you are finished with this step
TO DELETE
## Perform Zoom Accounts Audit
- [ ] Open resource
- open resource 1.0 in a new window
- set up side by side view with the issue window
### Compare meetings in the Zoom Setup spreadsheet against the Zoom accounts
_In this step, you will determine if the meetings in the Zoom Setup Spreadsheet match with the Zoom accounts. There may be slight differences in the meeting names, meeting start/end times but if the majority of the data matches, consider the meetings a match._
Access the `Zoom Accounts Audit` tab and complete the following
- [ ] in `Section 2: Add Meeting Data from Section 3`, find matching meetings in `Section 3` and copy the data into columns H through M of `Section 2`
_The values in column C, M and N will change as you perform this audit step_
- start with the first meeting in column B of `Section 1` and find it's match in `Section 3`
- copy the `Name of Meeting`, `Zoom #`, `Day of the week`, `Meeting Time Start (Pacific Time)`, `Meeting Time End (Pacific Time)`, `Meeting Recurs` and paste (Crtl+Shift+V) the values into columns H through M in `Section 2`
- if the meeting name is not in `Section 3`, leave the corresponding columns (H through M) empty in `Section 2` for that meeting
- [ ] in `Section 3`, indicate meetings that are in a Zoom account but not in the Zoom Setup spreadsheet
- if there are any meetings in this section with no match in `Section 1` (you did not copy the data into columns H through K of `Section 2`), select `No` in column N for that meeting
### Close out this task
- [ ] You are done with all the steps in this task. Close it out in the main body of the issue
- check the box for `Perform Zoom Accounts Audit` in the `Audit` action items of this issue
- remove `status: needs Zoom accounts audit` label
- close the tabs you just opened (wiki, spreadsheet)
- hide this comment as RESOLVED, you are finished with this step