Configure Resolution and Ordinance Numbering

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This article will show you how to configure Resolution and Ordinance numbering and add it to agendas for the desired Meeting Type.

Important Note

If you utilize item reports that the system generates for your individual resolutions or ordinances and want to update those reports to reflect Resolution and Ordinance Numbering conventions, please contact Support.

Instructions

  1. Sign in to the system if you have not already

  2. Navigate to the User Menu, then select the Settings optionThe User Menu with the Settings option highlighted.

  3. Click the Meetings tileThe Meetings tile with a briefcase icon on the Site Settings page.

  4. Click the General tileThe General tile with a three-slider icon on the Meetings Settings page.

  5. Scroll to the Resolution and Ordinance Numbering section and configure the settings as desiredThe Resolution and Ordinance Numbering section and its configurable options.

    • Resolution Start Number: Set the start number for your resolutions

    • Resolution Number Format: Set a number format for your resolutions

    • Resolution Number Restart: Choose when to restart numbering (Never, at the beginning of the Calendar Year, or with each Fiscal Year)

    • Ordinance Start Number: Set the start number for your ordinance

    • Ordinance Number Format: Set a number format for your ordinance

    • Ordinance Number Restart: Choose when to restart numbering (Never, at the beginning of the Calendar Year, or with each Fiscal Year)

  6. Click the Save Changes buttonThe green, rectangular Save Changes button below the User Menu.

  7. Click the Meetings button in the breadcrumb trail to return to the Meetings Settings page and add Resolution and Ordinance Numbering to the agendas for desired Meeting Types The Meetings button within the breadcrumb trail to the right of the navigation menu Dashboard button.

  8. Click the Meeting Types tileThe Meeting Types tile with a file folder icon on the Meetings Settings page.

  9. Click the Edit button (purple pencil icon) next to the Meeting Type with the agendas that you wish to add Resolution and/or Ordinance Numbering toThe Edit tool for an example Meeting Type.

  10. Scroll to the Item Options section and check the Show Resolution Numbering and/or Show Ordinance Numbering checkboxes as desiredThe Show Resolution Numbering and Show Ordinance Numbering checkboxes in the Item Options section.

  11. Click the Save Changes button to save your changes and remain on the Default Settings page, or click the Save and Exit button to save your changes and navigate back to the Meeting Types pageThe green, rectangular Save Changes button and blue, rectangular Save and Exit button below the User Menu.

  12. Repeat steps 9 through 11 for each Meeting Type that you wish to add this numbering system to