Agenda Center


CivicEngage
®

Add an Agenda Center Category

Instructions

Before an agenda can be created a Category must be created to house the agenda.  It is recommended that each group using the Agenda Center have its own category.

  1. Navigate to Modules > Content > Agenda Center
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  2. Select Add Category
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  3. The Category creator will open
  4. Select the Properties tab, if it has not already been selected
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    • Name: Name of the agenda category that appears on the Agenda Center page
    • Description: Description that appears to give the public a brief description of the category they are requesting agenda information
      • Note: This section may also be used to set expectations when notifications will go out. 
    • Email List: Allows the public to receive email notifications when a new agenda is posted
    • Allow Subscribers: Allows the public to subscribe to auto-notifications in Notify Me
    • Allow SMS: Will send text messages to the subscribers
    • Heading: Creates the category headers
      • Select the Category Header from the drop-down selections
      • If the Category Heading you wish to use does not appear, select Other from the drop-down list. A text box will appear where a new category heading title can be entered.
        • Note: These may not be turned on by default for your site. Contact Support to turn headings on or off. It is very important to note that if category headers are added after categories are created, categories could potentially be lost. Headings will not appear on the front end of your CivicPlus site if there is not a published agenda in that category.
    • Pin this category to the top of the list in the public view: Will move the category, and any other category sharing the same header, to the top of the Agenda Center on the public side
    • Show Archives: Will create a Show Archive for the category on the back-end of your site
    • Associated Archive Category: Use the drop downs to select the categories the published agendas and minutes may be copied to in the Archive Center
    • Rules & Alerts: Will create rules (reminders) for agenda items.
      • For example, if an item has been submitted but not reviewed by the next person, the Agenda Center will generate an email directing an action. 
      • To create rules please visit our Add Rules and Alerts to a Category article
    • Permissions: Allows you to give access to the appropriate groups to the specific agenda category
      • Note: Permission Levels in the Agenda Center have differing abilities than in other modules.
      • Author: Has the permission to create agenda items to go in the agenda but, does not have permission to create an agenda
      • Publisher: Can take the approved agenda items from the Authors, plus any default agenda items and create the agenda
        • Note: Publishers can only save and submit agendas for approval, cannot publish completed agendas to the public site
      • Owners: Have admin rights for their group agenda categories
        • The Owner and System Administrator can publish a completed agenda to the front side of your site; the Owner has the right to override any workflow rules that have been created for that agenda category if that selection was made in Permissions.
  5. Saving Options
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    • Save Changes: Will save the changes made without publishing to the live site
    • Save and Publish: Will save the changes made and publish to the live site

Tab Information

 

 

 

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