Add a New Agenda

Who can use this feature?

System Administrator | Owner | Publisher

(Publishers can only ‘Save’ or ‘Save and Submit’ and cannot Publish)

Important Note:

The SVG file type is not supported in the Agenda Center. If an SVG file is used within the header of an agenda it will break the module.

Instructions

1. Sign in to your website solution

2. Navigate to the Modules menu and on the Content tab, select Agenda Center:

3. Select the desired category:

4. Click the Add Agenda button:

   Note:

   You must create agenda items before you create your agenda.

5. Fill in the agenda's information fields:

   • Meeting Date: Enter a date for the meeting

   • Override Posted Date and Time: Optional. Sets a specified date for the meeting other than the original Meeting Date

     • If the field is left blank, the field will default to the date and time the agenda is published

       Note:

       Warning, some state laws may require that this field is not altered.

   • Upload an Agenda: Select if you want to upload a pre-existing agenda from your computer

   • Description: Provide a brief description

   • Link to Media: Optional. Paste a link to external or Media Center media (255 character limit)

     • Open in New Window: Select to open the link in a new window

     • Media Type: Indicate whether the media is Video or Audio

6. Click the Save and Publish button

7. Click back into the agenda you just made by selecting Actions and then Modify

8. Modify the agenda's settings

   • Header and Footer: Edit or review the default header and footer

   • Approved and Default Items: Drag-and-drop items onto the agenda

     • Indent items from the previous item to become a sub-item of the previous item on the agenda and numbered accordingly

     • To change an item’s location on the agenda workbench, click on the item and drag and drop it to the new location. The item will then be renumbered accordingly

     • To remove an item from the agenda, click the item and drag it back to the Approved or Default Items section.

9. Select a saving option

   • Save: Saves any changes made to the agenda

   • Save and Send: Saves any changes made and sends it to an Owner or System Administrator for publication

     • This option is only visible to Authors and Publishers

   • Save and Publish: Saves any changes made and publishes it to the associated event

   • Save and Add to Calendar: Saves any changes made to the agenda and adds the meeting agenda to the website's calendar

   • Publish and Add to Calendar: Publishes a saved agenda and adds the associated event to the calendar

10. If you have made changes to an agenda that was already published, select if you would like the agenda to show as amended or not

    • Show as Amended: Inform people that the agenda was edited since it was published

    • Don't Show as Amended: Do not inform people that the agenda was edited since it was published