Considerations for Upgrading from the Legacy Agenda & Minutes Manager - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Agenda

Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Standard
Premier
Essential

The following are considered best practices when upgrading from the legacy Agenda & Minutes Manager to Agenda:

  • The initial revision of the form that is used to create new agenda items should closely resemble the E-Form that was used in Workflow with the Agenda & Minutes Manager. This form should contain text indicating that the Agenda Item was created in Workflow with the Agenda & Minutes Manager.

    For example:

    After creating this initial revision, create a new revision, omitting the text explaining that this Agenda Item was created in Workflow with the Agenda & Minutes Manager. Add any enhancements to this form.

    For example: