This article will show you how to manage the default actions that apply to each meeting type. Default actions include functions such as the automatic locking of agendas ahead of the meeting start time.
Automatic Agenda Locking
Agenda and Meeting Management Select supports automatic agenda locking as a default action through an “Enable automatic agenda locking” setting. Administrators can specify how many hours before the meeting start time the agenda should automatically lock (for example, 48 hours).
When the specified time is reached:
The agenda becomes fully locked. No edits, item changes, or approvals are allowed.
The existing “Agenda Locked” toggle is automatically enabled and grayed out.
If a meeting is rescheduled or canceled, the locking logic re-evaluates based on the updated start time.
Once auto-locked, if the agenda is manually unlocked, it will not auto-lock again. Management becomes manual from that point forward.
This automatic lock does not appear in the agenda timeline, but a manual unlock will be logged.
Only users with the Agenda Manager role can override (unlock) an automatically locked agenda.
Changes to this setting affect future meetings only and are not retroactively applied.
Follow the Manage Default Actions instructions to enable or disable automatic agenda locking.
Manage Default Actions
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 Meeting Types tile
Click the Edit button (purple pencil icon) next to the desired Meeting Type
Navigate to the Default Actions section and update the information fields as desired
Enable automatic agenda locking: Check or uncheck this checkbox to indicate whether or not agendas should automatically lock before their meeting start time
Hours before meeting: Use the textbox or up and down arrows to specify how many hours before the meeting start time the agenda should automatically lock
Select a Save option
Save Changes: Save your changes and continue configuring the current Meeting Type settings
Save and Exit: Save your changes and automatically navigate back to the Meeting Types page
The default actions for the selected meeting type have been updated