Speaker requests submitted through the Speaker Sign-Up process are available on the Minutes Speakers page for the related agenda. This article will show you how to view, update, and delete speaker requests from the Minutes Speakers page.
Important Notes
Speaker Sign-Up functionality is part of the Public Engagement Suite add-on. For more information or to enable the feature, please contact your Customer Success Manager or Account Manager.
To learn how to manually add a speaker before a meeting, view our Add a Speaker on the Minutes Speakers Page instructions.
View a Speaker Sign Up Request
Sign in to the system if you have not already
Navigate to the Meetings module:
Select the agenda with the speaker sign-up request you wish to view:
Click the Go to Minutes button:
Navigate to the View menu and select the Minutes Speakers option from the dropdown list:
Click the View Info button to the right of the speaker request you wish to view:
View details about the speaker request:
Name: The requester’s name
Email: The requester’s email address
Address: The requester’s address
State: The requester’s state
City: The requester’s city
Zip: The requester’s zip code
Organization: The requester’s organization
Phone: The requester’s phone number
Participation Method (not pictured): The participation method selected by the requester
Created on (not pictured): The date and time the request was submitted
When you are finished, click the Close button to exit the Minutes Speaker Request modal and return to the Minutes Speakers view:
Update, Approve, or Deny a Speaker Sign Up Request
Sign in to the system if you have not already
Navigate to the Meetings module:
Select the agenda associated with your meeting:
Click the Go to Minutes button:
Navigate to the View menu and select the Minutes Speakers option from the dropdown list:
Click a speaker request to manage the request:
View and update the Speaker Request details as desired:
Name: View or update the requester’s name
Email: View the requester’s email address
Item column: See the items with speaker requests
Status column: Click the Status dropdown to set or update the current status of the request
Requested: The request has been received but not acted upon
Approved: The request has been received and approved
Denied: The request has been received and denied
Note:
A request must be “Approved” for it to appear on its associated Minutes Summary - Item page.
Minutes column: Set or update the amount of time a speaker will have to speak
Completed column (not depicted): See whether the speaker’s turn has been completed or not
Note:
The Completed column will only be visible if the speaker’s request has been approved.
X-icon column: Remove the speaker request from a single item
Or click Delete Speaker Requests to delete all of the speaker’s requests at once, if desired:
Note:
After clicking the Delete Speaker Requests button, you will need to click Delete Speaker Requests again on the confirmation pop-up.
Click Save Changes to save all speaker request updates:
Your speaker request updates have been saved and will be logged in the item timeline
Delete a Speaker Sign Up Request
Sign in to the system if you have not already
Navigate to the Meetings module:
Select the agenda associated with your meeting:
Click the Go to Minutes button:
Navigate to the View menu and select the Minutes Speakers option from the dropdown list:
Click the speaker request you wish to delete:
Click the Delete Speaker Requests button to delete all of the speaker’s requests at once:
Click the Delete Speaker Requests button on the pop-up that appears to confirm the deletion:
The speaker request has been deleted