Pre-Meeting Mode - Minutes - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Minutes

Platform
OnBase
Product
Minutes
Release
Foundation 23.1
License
Standard
Essential
Premier

When you open a meeting that has not yet been started in Minutes, it opens in Pre-Meeting mode. To ensure that you are in pre-meeting mode, look for the words "Pre-Meeting" displayed in the lower left corner of the screen.

Common actions performed in pre-meeting mode include, marking attendees as absent if you know they will not be in attendance, and pre-entering minutes, motions, and votes on sections and items. Once you have made any necessary modifications in pre-meeting mode, you can start the meeting.

Depending on what you have selected in the main meeting area, different parts of Minutes are available to you. The following table lists the actions you can take when a meeting is in pre-meeting mode.

Meeting Area

Options Enabled

Meeting Root is Selected

Options enabled on the tool bar and in the menus include:

  • Close

  • Run Meeting

  • Details

  • View Attendees

No items in the Legislative or Minutes sections are enabled with the exception of the Voting grid. The actions that can be taken in the Voting grid are the ability to add members and to mark them as In or Out.

Section is Selected

Options enabled on the tool bar and in the menus include:

  • Run Meeting

  • Roll Call

  • Close

  • Details

  • View Attendees

  • Save Motion

  • Add Public Speakers to Item

  • Go to Meeting/Minute/Motion/Votes

Legislative options enabled:

  • Initially, everything is disabled with the exception of the Motion Type drop-down list and Motion Text. The Save icon is also enabled. Once a motion has been saved, the voting options are enabled.

  • The Voting Grid is enabled, which allows you to add members and mark them as In or Out.

Minutes options enabled:

  • Minutes text box and Record as Minute, Record as Note, Record as Action buttons when text is entered in the Minutes text box are all enabled.

Speaker options enabled:

  • The ability to add public speakers is enabled. The Edit, Notes, and Delete options are also enabled.

Item is selected

Options enabled on the tool bar and in the menus include:

  • Run Meeting

  • Roll Call

  • Close

  • Details

  • View Attendees

  • Save Motion

  • Add Public Speakers to Item

  • Go to Meeting/Minute/Motion/Votes

Legislative options enabled:

  • Initially, everything is disabled with the exception of the Motion Type drop-down list and Motion Text. The Save icon is also enabled. Once a motion has been saved, the voting options are enabled.

  • The Voting Grid is enabled, which allows you to add members and mark them as In or Out.

Minutes options enabled:

  • Minutes text box and Record as Minute, Record as Note, Record as Action buttons when text is entered in the Minutes text box are all enabled.

Speaker options enabled:

  • The ability to add public speakers is enabled. The Edit, Notes, and Delete options are also enabled.

Motion is selected

Options enabled on the tool bar and in the menus include:

  • Run Meeting

  • Delete

  • Close

  • Details

  • Delete Meeting Objects

  • View Attendees

  • Save Motion

  • Pass

  • Fail

  • Go to Meeting/Motion/Motion Text/Votes

Legislative options enabled:

  • All options are enabled. Motion text and votes are editable.

Minutes options enabled:

  • All options are disabled.

Speaker options enabled:

  • All options are disabled.

Vote is selected

Options enabled on the tool bar and in the menus include:

  • Run Meeting

  • Delete

  • Close

  • Details

  • Delete Meeting Objects

  • View Attendees

  • Save Motion

  • Edit Pass

  • Edit Fail

  • Go to Meeting/Motion/Motion Text/Votes

Legislative options enabled:

  • All options are enabled. Motion text and votes are editable.

Minutes options enabled:

  • All options are disabled.

Speaker options enabled:

  • All options are disabled.

Minute is selected

Options enabled on the tool bar and in the menus include:

  • Run Meeting

  • Delete

  • Close

  • Details

  • Delete Meeting Objects

  • View Attendees

  • Edit Minute

  • Change to Note

  • Change to Action

  • Go to Meeting/Minute

Legislative options enabled:

  • All options are disabled

Minutes options enabled:

  • All options are enabled

Speaker options enabled:

  • All options are disabled.