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Reconcile the new sheet with the Zoom Meeting Audit
Rabia Shaikh edited this page Jan 4, 2023
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Copy the following block of instructions into a new comment on your issue and follow them.
#### Reconcile the new sheet with the Zoom Meeting Audit
- [ ] open resource 2.0 in a new tab and access the `Zoom Accounts Audit` tab
- [ ] open resource 2.0 again in another window and access the `Overall Audit` tab
- [ ] create a filter for `Team`
- [ ] go to the `Zoom Accounts Audit` tab
- [ ] select the green down arrow next to `Team` in column E
- [ ] under `Filter by values`, select `Clear`
- [ ] search for your project name name in the search bar
- [ ] select your project name so that a checkmark appears next to it
- [ ] select `OK`
- [ ] repeat for each Zoom Account
- [ ] create a filter for `Zoom#`
- [ ] in the `Zoom Accounts Audit` tab, select the green down arrow next to `Zoom#` in column A
- [ ] under `Filter by values`, select `Clear`
- [ ] select the Zoom account you want to work on first, so that a checkmark appears next to it
- [ ] select `OK`
- [ ] create a filter for `Zoom Account`
- [ ] go to the `Overall Audit` tab
- [ ] select the green down arrow next to `Zoom Account` in column T
- [ ] under `Filter by values`, select `Clear`
- [ ] select the same Zoom account you selected for `Zoom#` in `Zoom Accounts Audit` , so that a checkmark appears next to it
- [ ] select `OK`
- [ ] for meetings that match in both tabs, fill in the following corresponding data in the `Overall Audit tab
- [ ] Zoom Account
- [ ] What the Zoom Meeting Title Currently says
- [ ] Meeting Weekday
- [ ] for meetings that are in `Overall Audit` but not in the 'Zoom Accounts Audit` tab
- [ ] Select NO for the Zoom Account column (F)
- [ ] for meetings that are in the `Zoom Accounts Audit` but not in the `Overall Audit` tab
- [ ] add a new row for each missing meeting
- [ ] select `NO` for Zoom Setup Sheet
- [ ] fill in the following corresponding data from `CAL: Zoom meeting audit` (resource 2.0) into the Audit tab
- [ ] Zoom Account
- [ ] What the Zoom Meeting Title Currently says
- [ ] Meeting Weekday
- [ ] Meeting Time Start (Pacific Time)
- [ ] Meeting Time End (Pacific Time)
- [ ] Meeting Recurs
- [ ] Zoom Account
- [ ] Notes (Add the following text: Meeting in CAL: Zoom meeting audit but not in this spreadsheet)
- [ ] undo all filters ([How to remove a column filter](https://github.com/hackforla/admin/wiki/Sheets:-How-to-remove-a-column-filter))
- [ ] check the box for Reconcile the new sheet with the Zoom Meeting Audit in the Action items of this issue
- [ ] remove the `status: needs Zoom reconciliation` label
- [ ] close the tabs you just opened (wiki, spreadsheets)
- [ ] hide this comment as RESOLVED, you are finished with this step