Agenda configuration takes place in the Agenda Administration window.
To open the Agenda Administration window, from the File tab, select Agenda Administration.
There is one option that must be selected in OnBase Configuration that allows users to configure Agenda. This option is in Users | User Groups/Rights. Select the User Group Name, and then select Product Rights. Ensure that the Configuration option is selected in the Product Rights dialog box.
Agenda configuration involves creating and configuring the following:
- Authentication Options- This option is configured in the Agenda configuration file. This configuration determines how you login to the Agenda module. See Configuring Standard or IdP Authentication for more information.
- Setting Display Options . This tab allows you to determine which columns are visible in the Workflow Items pane on the Agenda main screen. See Setting Display Options for more information.
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Agenda Items- Including:
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Status Types- See Agenda Item Status Types for more information.
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Fields- See Configuring Agenda Item Fields for more information.
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Supporting Document Types- See Configuring Agenda Item Supporting Document Types for more information.
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Types- See Configuring Agenda Item Types for more information.
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Meeting Body- Including:
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Members- See Adding Members for more information.
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Roles- See Configuring Roles for more information.
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Bodies- See Configuring Meeting Bodies for more information.
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Document- Including:
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Agenda Document- See Configuring Agenda Document Templates for more information.
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Packet Configuration- Including:
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Text Overlay- See Configuring Text Overlays for more information.
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Meeting Packet- See Configuring Meeting Packets for more information.
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Agenda Item Packet - See Configuring Agenda Item Packets for more information.
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Meeting Types- Including:
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Agenda Outline - See Configuring Agenda Outline for more information.
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Types- See Configuring Meeting Types for more information.
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Type Configuration- Including:
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Attendance Status Types- See Configuring Attendance Status Types for more information.
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Motion Result Types- See Configuring Motion Result Types for more information.
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Vote Types- See Configuring Vote Types for more information.\
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Public Access Configuration- Including:
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Options- See Configuring Agenda Online for more information.
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Page Maps- See Configuring Agenda Online for more information.
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Page Styles- See Configuring Agenda Online for more information.
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