Agenda Center Walkthrough

The Agenda Center is organized by Categories, Agendas, Minutes, and Items. The Agenda Center offers an easy way to create and display agendas for various civic organizations. The Agenda Center can design agenda templates for repeated use, create workflows to ensure agenda accuracy, and enable you to enter minutes directly into each agenda. This functionality is combined with the ability to customize both the creation and organization of the Agenda Center.

Views

Back-End

Front-End

First Glance

• Agenda Center Overview

• Permissions

• Best Practices

Walkthrough

1. To add an agenda, you must first:

   • Create a Category: Categories organize agendas

Simple (Uploading)

1. Uploading Simple Agendas

   • Associate Agenda with a Calendar Event

2. Amending Simple Agendas

3. Add a Media Link to an Agenda

4. Upload Simple Minutes

5. Upload Simple Minutes with Simple Agendas

6. Amend Simple Minutes

Complex (Building)

Setup

1. Modify the Category

   • Properties

     • Create Rules and Alerts

     • Set Permissions

   • Default Content

   • Default Template

     • Apply a Default Template

   • Custom Fields

   • Default Messages

2. Create Default Items

   • Delete a Default Item

3. Create Workflows

Create an Agenda

1. Add Items

   • Attach Documents to Items

2. Workflow Approval Process

3. Build an Agenda

   • Associate an Agenda with a Calendar Event

4. Amend a Complex Agenda

5. Add a Media Link to an Agenda

Create Complex Minutes

1. Create Complex Minutes

2. Add or Remove a Draft Watermark to Minutes

General Functions and Tabs in Agenda Center

General Functions

• Customize the Agenda Center's public side and create rules related to the creation and customization of agendas using the Properties tab: Options button

• Set up email notifications for System Administrators and Owners when a new agenda category is created

• Allow a copy of the agenda to be posted in the Archive Center

• Allow users to move items in folders

• Unpublish agendas in order to remove or modify them

• Create a public name for the Agenda Center

• Rename the Agenda Center for the admin side of a site

Tabs

• Main:

  • View Options

  • Bulk Actions

  • Go to Email Lists

  • Go to Archives

  • Add Category

  • Edit a Category

• Properties:

  • View and Modify Module Functionality Properties

  • View and Modify the Default Messages

  • View and Modify Modules Default Agenda Format

• Permissions:

  • Permissions on the Module Level

Resources

• Archive Center vs Agenda Center

• Collapse Agenda Center Categories

• Copy a Link to an Agenda Center Category

• Copy Most Recent Agenda Link

• Document Tags for Simple and Complex Agendas

• Import Agenda Center Subscribers

• Move an Agenda to a Different Category

• Pin a Category to the Top