Legacy Form Agenda Item - Minutes - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Minutes
Platform
OnBase
Product
Minutes
Release
Foundation 23.1
License
Premier
Standard
Essential

To create a Legacy form:

  1. Select the Legacy option. Agenda Item Type's created from Legacy forms is displayed in the New Agenda Item box.
  2. Select the agenda item you want from the Agenda Item Type box.
  3. Click OK. The New Item Caption dialog box is displayed.
  4. Type a number in the Item Number field. This is not required, but may help to organize your agenda and keep track of your items. The character limit for this field is 30 characters.
  5. Select an item type from the Agenda Item Type drop-down list. You must select an agenda item type in order to add an item. The item type is created in Agenda. See the OnBase Agenda module reference guide for more information.
  6. Type the description for the section in the text box. This should be a short description such as "Approval of Minutes," or "Adjournment." The character limit for this field is 255 characters.
  7. Click OK. The item is added to the section you selected.