Viewing Meetings in Agenda or Minutes View - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Usage/Working-With-Meetings/Modifying-Meetings/Viewing-Meetings-in-Agenda-or-Minutes-View - 2022-08-18

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

You can view meeting items in the agenda both pre-meeting (Agenda view) and post-meeting (Minutes view). Since agenda items are often added, deleted and modified during a meeting, the pre-meeting view allows you to view the original agenda items prior to any changes being made.

To view the agenda pre-meeting:

  1. From the View ribbon, select the Agenda icon.
  2. The original agenda items display as they were set up prior to the meeting.

    To view the agenda post-meeting:

  3. From the View ribbon, select the Minutes icon.
  4. The agenda items display as they were modified post-meeting. You are also able to see any votes, motions and minutes that were recorded as the meeting took place. Note the following:

    • You must have started, stopped and uploaded a meeting in Minutes in order to display post-meeting information. See the OnBase Minutes module reference guide for more information.

    • If you selected the Create Minutes View icon, the Minutes view displays the original agenda, plus a roll call item under the first agenda section. See Viewing the Roll Call for more information.

    • You can modify items in the Item Information pane as needed. Any modifications you make in the Minutes view display only in the Minutes view. See Using the Item Information Pane for more information.