To assist with the organization and delineation of responsibilities related to agenda content, every Item can be assigned an Item Category. This category can be purely informational, simply describing the type of item, or it can be used to trigger agenda functionality, such as automatic approval routing.
Important Notes
To manage these settings a user must have the Has Access to Meetings Site Settings permission in their User Profile.
An Item Category alone has little functionality. Assign the Item Category to a Meeting Type to activate category-connected functionality. This allows the category to be used when creating new items or from the Item Fields page of a specific item.
Add an Item Category
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Click the Data Source Options tile:
Click the New Item Category button in the Agenda Item Categories section:
Fill in the Add Category fields:
Item Category (required): Enter a name that will be used throughout your site to reference this category
Approval Template: If you would like the use of this category to trigger an approval routing, select the desired approval template, if desired
Note:
This is an optional selection that should only be completed if you wish to use category-level approval routings.
Notes: Enter optional helper text that is visible when working with categories within Settings, if desired
Click the Create Item Category button to add the new Item Category and return to the Data Source Options page, or click the Create and Add New button to add the new Item Category and immediately begin creating another new Item Category:
The item category has been added
Edit an Item Category
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Click the Data Source Options tile:
In the Agenda Item Categories section, click the Edit button (purple pencil icon) next to the existing Agenda Item Category that you wish to modify:
Update the Edit Category fields as desired:
Item Category: This name will be used throughout your site to reference this category
Approval Template: If you would like the use of this category to trigger an approval routing, select the desired approval template
Note:
This optional selection should only be completed if you wish to use category-level approval routings.
Notes: This optional helper text is visible when working with categories within Settings
Click the Save Changes button:
The Item Category has been edited
Reorder Item Categories
Sign in to your site if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Click the Data Source Options tile:
In the Agenda Item Categories section, click the Edit Order button:
Click and hold the grid icon next to the item categories you wish to move, then drag and drop them into the desired order:
Click the Save Changes button:
The item categories have been reordered
Delete an Item Category
Sign in to your site if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Click the Data Source Options tile:
In the Agenda Item Categories section, click the Delete button (red trash can icon) next to the existing Agenda Item Category that you wish to remove:
Click the Delete Category button on the pop-up that appears to confirm the deletion:
The item category has been deleted
Modify the Item Categories for a Meeting Type
Sign in to your site if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Select Meeting Types:
Click the Edit button (purple pencil icon) next to the desired Meeting Type:
Navigate to the View menu, and select Options from the dropdown list:
Navigate to the Categories section and check or uncheck the desired options:
Notes:
This list displays the names of all available categories and any notes saved to each, which allows you to quickly differentiate between categories with similar names.
When creating/editing items for this Meeting Type, users can only select Item Categories that are checked within this list.
Click the Save Changes button to save your changes and remain on the Options page, or click the Save and Exit button to save your changes and return to the Meeting Types page:
Note:
Changes to Item Categories are available the next time you visit the Create Item pop-up or the Item Fields page.
The Meeting Type's Item Categories have been modified