Modifying Minutes - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Usage/Working-With-Meetings/Using-the-Item-Information-Pane/Modifying-Minutes - 2022-08-18

Agenda

Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Premier
Standard
Essential

When an agenda section or agenda item is selected in the Meeting Agenda pane, the Minutes tab is available to enter minutes information.

Note:

The Minutes tab is available in the Minutes View only.

To enter a minute, note or action:

  1. Select the item in the meeting tree for which you want to enter a minute, note or action.
  2. Select the drop-down list in the Minute Type field.
  3. Select to record either a Minute, Note or Action.
  4. Type the text for the item you selected in step 2, and then click Apply. The minute, note or action you entered displays under the item you selected.

    Depending on the Minute Type you selected, you will see one of the following icons in the Agenda tree:

    Icon

    Description

    Indicates that a Minute has been entered for the agenda item.

    Indicates that a Note has been entered for the agenda item.

    Indicates that an Action has been entered for the agenda item.

    If you need to add another minute to the same item, select Add New Minute and complete steps 1 - 4 to add another minute, note or action.

    If you need to remove a minute note or action, select it from the meeting tree, and then click Remove.

    Note:

    Spell check is automatically enabled in the text field on the Minutes tab. Misspelled words are underlined in red. Right-click a misspelled word for a list of possible replacement words. Select Ignore All to ignore the misspelled word.

    If you need to edit a minute:

  5. Select the minute you want to edit from the agenda tree.
  6. Type the text in the Minutes tab, and then click Apply.