Creating a Meeting Body - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Configuration/Configuring-Meeting-Bodies/Configuring-Meeting-Bodies/Creating-a-Meeting-Body - 2022-08-18

Agenda
Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Premier
Standard
Essential

To create a meeting body:

  1. On the Administration tab, from the Meeting Body section, click Bodies. The Meeting Bodies layout displays:
  2. On the Administration tab, click New. The New Meeting Body dialog box displays:
  3. In the Name field, type a name for the meeting body.
  4. In the Type field, type the type of the meeting body.
  5. In the Description field, type a description of the meeting body.
  6. Select a member, or multiple members using the Ctrl or Shift keys, and use the following buttons:

    Button

    Description

    Add all members from the Available Members list to the Assigned Members list.

    Add the selected members from the Available Members list to the Assigned Members list.

    Remove selected members from the Assigned Members list.

    Remove all members from the Assigned Members list.
  7. The selected member(s) are added to the Assigned Members list.
    Note:

    You must assign members to the meeting body. The Save button is disabled until members have been assigned.

  8. To assign a role to a member, or multiple members using the Ctrl or Shift keys, select the member(s) from the Assigned Members list. Click the button that corresponds to the role in the Available Roles list. The Assigned Members list is updated to reflect this role assignment.
  9. Use the sort buttons to move meeting members up or down in the member list.
  10. Click Save.