Rearrange Items, Motions, Votes and Minutes - 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 in Minutes, the meeting items open in a meeting tree. Once each item has had motions and votes recorded, they display in the tree for a specific item.

The following list provides guidelines as to what can and cannot be rearranged in In-Meeting mode, Post Meeting mode and Paused mode:

  • A section cannot be moved to an item node.

  • An item cannot be moved to an item node if the item is a sibling directly above or below the item.

  • An item cannot be moved to the Meeting node.

  • An item cannot be moved before or after a level 1 section.

  • A motion/vote can be moved from a parent section to child sections.

  • A motion/vote cannot be moved to the Main Meeting node.

To rearrange an item, motion, vote or note, click and hold your left mouse button on the option you want to move, and then drag it to the new location. A black bar displays at the location where the item, motion, vote or note will be moved.