Creating an Agenda Item from an Entity (Legacy) Form - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

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

To create an agenda item from an Entity (Legacy) form:

  1. Select the Legacy option from the Create Agenda Item dialog box. Any meeting types that have Legacy items assigned to them display in the Create Agenda Item dialog box.
    Note:

    The Entity (Legacy) form is being phased out and replaced with the Unity form. The Legacy Form option is displayed only if you still have agenda items created from Entity forms in your system.

  2. Select a meeting type from the Meeting Type drop-down list. Any agenda item types available for this meeting type are displayed.
  3. Select an agenda item type from the Agenda Item Type section.
    Note:

    If you are creating an agenda item from within a meeting, the Meeting Type drop-down list defaults to the selected meeting type and is locked.

  4. Click Create. The New Agenda Item window is displayed.
    Note:

    When adding an item from within a meeting, the Meeting Type and Agenda Item Type fields are automatically populated with the agenda item type and corresponding meeting type.

  5. From the Owner Group field, do one of the following:

    • If your user has been assigned to multiple ownership groups, select an owner group for this agenda item from the Owner Group drop-down list.

    • If your user is assigned to only one ownership group, the Owner Group field displays that group, and is read-only. It is also read-only if your user does not have edit rights for this item.

    • If the Owner Group field displays Everyone, the Meeting Type chosen for the agenda item does not have an ownership group configured. You can change the Meeting Type or leave the group as Everyone.

  6. From the Target Meeting drop-down list, select the meeting instance for which you are creating this agenda item. The form for the specified agenda item is displayed in the Agenda Item pane.
    Note:

    The target meeting may be required, optional, or hidden, depending on the setting in Agenda Administration. If the Target Meeting field is configured as required, the Save button is not enabled until the target meeting is selected.

  7. Complete the agenda item form with all required information. Some fields may have default values assigned to them. You can either accept the default value, or modify it to suit your needs.
    Note:

    If you are entering information into a multi-line text box, the spell check option may be available. If spell checking is available, you will see a red underline under misspelled words. Note that spell checking is available only if you are using Windows 8.1 or Windows 10 with IE 11, and the spell check option is not supported for Japanese, Arabic or Chinese languages.

  8. Add all required supporting documents to your agenda item. For more detail on adding supporting documents to an agenda item, see Adding Supporting Documents to a Legacy Agenda Item.
    Note:

    As long as you are editing the form, the Save button will be available in the ribbon. To save changes to the form and keep the form open, click the top portion of this button. To save changes to the form and close the form, click the bottom portion of this button and select Save & Close.

  9. Create any required Discussion Threads on this agenda item. For more information on creating Discussion Threads, see Discussing an Agenda Item.
  10. Submit the form by clicking the Save button on the ribbon.

    If you added a supporting document from an external source and the type selected was Other, you will now be prompted with the Index New Supporting Documents window. Index the new supporting document and click Import.

    Note:

    If Keyword Types have been mapped to agenda item fields, these Keyword Types are displayed and populated in the Index New Supporting Documents window.

    The newly created agenda item will be displayed in the Workflow Items pane for all users that have access to it. Depending on your system's configuration, the agenda item may need to be reviewed or approved by another user after it has been submitted.