Considerations for Upgrading from the Legacy Agenda & Minutes Manager - Considerations for Upgrading from the Legacy Agenda & Minutes Manager - OnBase - Agenda - OnBase/Agenda/English/Foundation-22.1/Agenda/Agenda-Best-Practices/Installation/Considerations-for-Upgrading-from-the-Legacy-Agenda-Minutes-Manager - English - Foundation 22.1

Agenda

Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Premier
Standard
Essential
ft:lastPublication
2022-08-18T23:33:29.633000
ft:locale
en-US

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: