Create an Agenda Packet

This article will outline the process for creating an Agenda Packet in the Agenda Center. Agenda Packets include the meeting agenda as well as supporting documentation for each item in that agenda. The HTML version will treat the agenda packet as a web page and open it in a browser.

Important Note:

Do not check the Upload an agenda box when adding/modifying an agenda. This will remove any items added to the agenda and will not create an agenda packet.

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. If needed, Add an Agenda Center Category

3. Create Default Items for the category, if necessary

4. Add Agenda Items

5. Once all your items have been created, add the items to an Agenda

   Notes:

   • You can only add Approved Items to an agenda.

   • If you move items in the agenda, the attached documents move with it.

   • If you need to modify an item that has already been added to an agenda, you must first remove it from the agenda, modify it, and then re-add it to the agenda.

6. Once you have published the agenda, your packet will be automatically created.

7. If available, add Minutes to the Agenda

   • Simple Minutes: Select Upload minutes document to upload a file

   • Complex Minutes: Add minutes directly into the text box

8. Select the Agenda Packet link on the public page

9. Your Agenda Packet will open in a new tab

Resources

• Agendas and Agenda Packets

• Agenda Center Naming Conventions and Examples