This article will show you how to generate an agenda and an agenda packet.
For instructions on how to upload an agenda created or updated outside of Agenda and Meeting Management Select, view our Upload an Agenda and Agenda Files article.
Instructions
Sign in to the system if you have not already
Navigate to the Meetings module:
Select the desired agenda:
Navigate to the View menu and select the Agenda Files option from the dropdown list:
Click the Create/Upload button in the Created/Uploaded section:
Ensure that the Create tab is selected:
Fill in the information fields:
File to Create (required): Ensure that the Agenda option is selected within the dropdown list
File Name (required): Enter a name for the agenda file
Note
You must generate an agenda before you generate an agenda packet.
Click the Create File button:
The agenda has been created and can now be found in the Created/Uploaded section:
Click the View PDF (Portable Document Format) File, View Word File, or View HTML (HyperText Markup Language) icons to the right of the agenda to download the agenda file to your device:
To create an agenda packet, click the Create/Upload button again:
Ensure that the Create tab is selected:
Fill in the information fields:
File to Create (required): Click this field and select the Agenda Packet option from the dropdown list
File Name (required): Enter a name for the Agenda Packet file
Agenda for Packet: Click this field and select the agenda you wish to use for the packet from the dropdown list
Regenerate Agenda Item Reports: Check this checkbox to automatically report on item edits
Include Non-Confidential Attachments: Check this checkbox to include any non-confidential attachments in the packet
Include Confidential Attachments Available To: Click this field and select the confidential attachments groups you wish to make any confidential attachments available to, if desired
Click the Create File button to generate the agenda packet:
The agenda packet has been created and can now be found under the Created/Uploaded section:
Click the View PDF File button (PDF icon) to download the agenda packet to your device:
Note
It may take up to a few minutes for the system to create your packet, depending on the file size. If changes are made to the agenda or an item, you will need to regenerate the packet to reflect those changes.