Removing Members from the Attendee List - 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

To remove members from the Attendee List outside the roll call:

  1. Open a meeting from Minutes.
  2. From the Meeting menu, select View Attendees. The Manage Attendee List dialog box is displayed.
  3. Select the attendee you want to remove, and then click Remove. One of the following displays:
    • If the attendee is part of a roll call within a section or an item, has moved a motion, is a mover or seconder on a vote, or is a speaker on an item, a dialog box is displayed indicating that they cannot be removed. Click OK to continue.

    • If the attendee has not participated in the meeting, when you select the attendee you want to remove, the removed attendee is highlighted in gray and displays with an X next to their name.

      Note:

      When you click OK to close the dialog box, the gray highlighted row is deleted, and when you reopen the dialog box, the record is gone.

    • If the attendee had voting or roll call privileges, they are automatically removed from those areas in Minutes.

    • If you removed an attendee by mistake and you have not yet clicked OK to close the dialog box, you can reinstate the attendee. Select the removed attendee, and then click Reinstate. The attendee is automatically added back to the areas from which they were removed in Minutes.

    Note:

    If you have already run the meeting, and you need to reinstate an attendee, you must add them back using the procedures from Using the View Attendees Dialog Box.

  4. Click OK to close the Meeting Attendees List dialog box and save your changes, or click Cancel to close without saving your changes.
    Note:

    You can also change the role for a member in the Attendee List. See Changing the Role for Members for more information.