In the Agenda folder, a folder icon is used to designate an agenda section.
Agenda sections can be created or modified in the Agenda field.
To create a new agenda section, right-click in the Meeting Agenda pane and select New Section. Type a name for the new agenda section.
The following options are available when right-clicking on an existing agenda section:
Option |
Description |
---|---|
Edit |
Select, or press F2, to edit the agenda section name and number. |
Delete |
Select, or press the Delete key, to delete the agenda section. Click Yes to delete the agenda section, or No to retain the agenda section. |
New Sub Section |
Select to add a new subsection to the agenda section. Type a name for the new subsection. |
New Section Text |
Select to add text from pre-configured agenda item fields to the agenda section's Details tab. |
Closed Session |
Select to mark an agenda section as a closed session. Closed session sections appear as a folder icon with a lock. Note:
The Closed Session Access security privilege is required to view or modify closed session agenda sections. Depending on your system's configuration, closed session agenda item supporting documents may be replaced by a single blank page when the packet is generated. To remove a closed session marking, reselect this option. |
Hide Section If Empty |
Select to hide the Agenda Section if there are no agenda items, minutes or motions in it. A section marked to be hidden appears as a partial folder. |
To establish a parent/child relationship between agenda sections, drag-and-drop one agenda section into another agenda section:
Agenda sections can also be reordered by dragging-and-dropping:
In the Agenda View, Administrators only have the ability to re-arrange items post-meeting.
If the meeting instance is a meeting type that was configured to use an agenda outline template, any modifications made to the agenda outline template in the Agenda field are not reflected in the corresponding agenda outline template.