Viewing Meetings from the Meeting List - 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

The Meeting layout displays after double-clicking a meeting instance, unless vote types and motion result types have not been configured. If vote types and motion result types have not been configured in Agenda Administration, messages boxes display, indicating that before you can continue, you must configure Vote and Motion result types.

Click OK, and then see Configuring Attendance, Motion and Vote Types to configure the vote and motion result types.

The Meeting List pane displays the following information for all future meetings and any meetings two weeks prior to the current date:

  • Name

  • Meeting Type

  • Date

  • Location

Each meeting layout that you open is represented by a tab:

This tab includes the name of the meeting and the meeting date.

If you make a change to the meeting, an asterisk is added to this tab:

This asterisk indicates that your changes have yet to be saved. After saving your changes, the asterisk is removed from this tab.

To close a meeting layout, click the corresponding X.

The Meeting layout contains the following panes:

Pane

Description

Meeting Agenda

Contains the meeting agenda, displayed in a tree structure:

If agenda items are configured with a status, an icon representing this status displays between the agenda item icon and agenda item name:

Place your mouse over this icon to display a tooltip of the item's status.

[Name of Meeting] - Meeting Information

Depending on the view you have selected (Agenda or Minutes View), this section contains information about the meeting on the following tabs:

Item Information

Depending on the view you have selected (Agenda or Minutes View), this section contains information about the item selected in the Meeting Agenda pane on the following tabs:

The Meeting tab is available when working with a meeting. For more information, see Modifying Meetings.

When a meeting is configured for use with Workflow, the Meeting Tasks tab is available. This tab includes the following:

Button

Description

Tasks Queues

Click to display a list of all the queues the meeting instance is in. To open the meeting instance in a different Workflow queue, allowing you access to tasks from that queue, select the Workflow queue from this list.

Ad Hoc Tasks/System Tasks

Click to execute an ad hoc task or system task on the meeting instance. When a task is executed, a status message displays indicating that the task was successfully executed.

The name of the Workflow queue displays in the name of the ribbon group.

Note:

Workflow licensing is required to use this functionality.