Modify Agenda Items

This article will show you how to modify Items in the Agenda Center.

Important Note:

Items that have already been added to an agenda will first need to be removed from the agenda before they can be modified.

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 for the item

4. If the item you wish to modify has already been added to an agenda, you will first need to remove the item from the agenda

   1. Select the agenda on the Agendas tab

   2. Scroll down to the agenda builder and drag and drop the item you wish to modify to the Approved Items section on the right

   3. The item should now be removed from the agenda

   4. Scroll up and click Save

   5. Click Don't Show as Amended on the pop-up

5. Navigate to the Items tab

6. Select the item you wish to modify

7. Make desired modifications

   • Name: Edit the name of the Agenda Item

   • Workflow: Select a workflow for the publishing process

     Note: This option will only display if a workflow has been created for the category.

   • Suggested Meeting Date (Optional): Enter a suggested meeting date

   • Start Time (Optional): Enter the start time of the item

   • Description (Optional): Add a brief description of the item

   • Attached Files (Optional): Click Upload File(s) to attach a file to your item or click the X next to a file to remove it

     Note: There may be additional options if Custom Fields have been created for the category.

8. Click a saving option

   • Save Changes: Save the changes without adding them to the live site

   • Save and Submit: Save changes and submit to be approved (Authors Only)

   • Save and Approve: Save and approve the changes

9. After the item has been modified, you can re-add the item to the agenda