Agenda Center


 





Remove Previous Agenda Version

Who can use this feature?

System_Admin.png Slash.png Owner.png


Overview

This article will show you how to remove a previous version of an Agenda.

Important Notes

  • Agenda Center is the only module that you must be an Owner to Publish.
  • Minute attachment counts as a modification.
  • There will be a new URL, so the link sent out with a notification will no longer work.

Instructions

  1. Navigate to Modules > Content > Agenda Center
    agenda_center.png
  2. Select the category that you wish to modify
    agenda_center_category.png
  3. Click on the Agendas tab
    agendas_tab.png
    • Note: Ensure that your agenda is complete.
  4. Find the agenda you wish to modify and click Actions > Unpublish 
    unpublish_agenda.png
    • Note: The unpublished Agenda will now go into Draft status.
  5. Select Actions > Copy 
    actions_copy_agends.png
  6. Review the copy fields
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    • Meeting Date: Enter the date of the meeting
    • Description: Enter agenda or meeting description
    • Link to Media: Paste a URL for external media
      • Select Open in new window if you want the link to open in a separate window.
    • Media Type: Indicate whether or not the media is Video or Audio
    • Upload File: Select Choose File to upload files directly from your computer
      • Note: Check the Convert to PDF checkbox if you wish to convert images to PDF form.
  7. Select Save and Publish in the top-right corner
    SaveandPublish.png
  8. A pop-up will appear; click OK to include the Form in the RSS Feed, click Cancel to exclude it
    RSSFeed.png
  9. A notification window will open; your options to send the notification include:
    NotificationPopUp.png
    • Comments: Attach a brief description of new agenda
    • Mobile Text/Push Message: Attach a message to the SMS notification
    • 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
    • Include New or Modified status in email subject: Select this box to include the agenda's status in email notifications
    • Select 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
  10. New copy will appear under Agendas tab
    new_copy.png
  11. Delete the original copy, now in Draft status: Actions > Delete
    actions_delete.png



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