Copy an Agenda

This article will show you how to copy an Agenda. This will be particularly helpful when you have a series of agendas that are mostly the same.

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.

Who can use this feature?

System Administrator | Owner | Publisher | Author

Instructions

1. Sign in to your site

2. Navigate to Modules > Content > Agenda Center

3. Select the category that contains the Agenda you want to copy

4. Select the Agendas tab

5. Click Actions next to the desired Agenda

6. Select Copy

7. Adjust the options

   • Meeting Date: Enter a date for the meeting

   • Override Posted Date and Time: Specify a date and time to override the actual publish date and/or time

     Note:

     If blank, the actual publish date and/or time will be used. Some state laws may require that this not be 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

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

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

8. Modify the agenda fields

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

   • Approved and Default Items: Drag and drop items into 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. Scroll to the top and select a saving option

   • Save: Saves as a draft

   • Save and Publish: Saves, becomes publicly viewable, and is not added to the calendar

   • Publish and Add to Calendar: Saves, becomes publicly viewable, and is added to the calendar

10. If you select a Publish option, a notification window will open; your options to send the notification include:

    • Comments: Attach a brief description of the new agenda

    • Mobile Text/Push Message: Attach a message to the SMS notification (160 character limit)

    • Include link to item: Provides a link to the item within the SMS message for a user to select via their mobile device.

    • Send

      • On Meeting Date: Sends the agenda on the meeting date previously set

      • Immediately: Sends the agenda immediately

      • X Number of Days in Advance: Enter the number of days prior to the meeting date to send the agenda

    • Send, Don’t Send, or Cancel: The notification will then send accordingly to those who have signed up in Notify Me for the selected Agenda category