Agenda Center


 






Archive Agendas

Who can use this feature?

System_Admin.png Slash.png Owner.png

 

 

Overview 

This article will show you how to send agendas and minutes to the Archive Center.

Important Note

  • Minutes will automatically archive when an agenda archives.

Instructions

  1. Navigate to Modules > Content > Agenda Center
    modules_-_content_-_agenda_center.png
  2. Select the Properties tab
    properties.png
  3. Scroll to and check Allow Copy to Archive Center 
    allow_copy_to_archive_center.png
    • Note: This allows Agendas to copy to the Archive Center.
  4. Scroll back up, select the Main tab
    main.png
  5. Select the category
    category.png
  6. Select Actions > Modify for the category
    modify_category.png
  7. Under Associated Archive Category, select a category for the agendas and minutes to go to
    archive_categories.png
  8. Select Save Changes
    save_changes.png
  9. Select the Agendas tab
    agendas_tab.png
  10. Next to the desired agenda, click Actions
    actions_agenda.png
  11. Select Copy to Archive Center
    copy_to_archive_center.png
  12. Fill in the information
    agenda_information.png
    show_archives.png
    • Display Name: Add a display name
    • Archive Date: Add an archive date
    • Description: Add a brief description
    • Start Display: Allows you to have a start display date
    • End Display: Allows you to have an end display date
    • Opens In: Allows you to choose if you would like to have the agenda to open in the same window or a new window
    • Show Archives: Choose if you would like to show archives or not
  13. Select Save or Save and Publish
    save_the_archive.png
  14. View the agenda in Archive Center
    view_the_agenda.png
  15. Navigate back to the Agenda Center, by clicking Modules > Content > Agenda Center
    modules_-_content_-_agenda_center.png
  16. Select the same category that has the agenda you would like to archive
    category.png
  17. Select the Agendas tab
    agendas_tab.png
  18. Next to the desired agenda, click Actions
    actions_agenda.png
  19. Select Archive
    actions_-_archive.png
  20. Select OK to the Are you sure you want to archive this agenda? pop-up
    ok_to_archive.png



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