CALENDAR JOINING POLICY
Team / workspace: [Name]
Policy owner: [Name]
Calendar connection owner: [Name]
Review date: [Date]

PURPOSE
Meetings we want captured: [List]
Meetings outside scope: [List]

SETTINGS TO CONFIRM
Joining mode: [Manual / Hosted by user / All calendar meetings]
Scope: [Internal only / Internal and external]
Inclusion keywords: [Terms and examples]
Blocking keywords: [Terms and examples]
Assistant name / image: [Recognisable identity]
Host admission owner: [Role]
Attendee notification process: [Details]

TEST CASE
Case ID / title: [Details]
Organiser and participant context: [Details]
Expected join behaviour: [Expected result]
Observed result: [What happened]
Admission / recording outcome: [Details]
Issue / owner / next test: [Details]

INCLUDE THESE CASES
[ ] Hosted meeting
[ ] External invitation
[ ] Blocked title
[ ] Changed meeting time
[ ] Cancelled meeting
[ ] Host admission required
[ ] Shared or delegated calendar, if used

OPERATING CHECK
Who can change settings: [Role]
Unexpected join / missed meeting contact: [Role]
Next policy review: [Date]

Prepared with the MeetriX resource library. Adapt to your organisation.
https://meetrix2.lisan.com/resources/calendar-joining/