Page Comparison

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Action Icon	Description
	Motion/Resolution/Notes
	Vote
	Division Vote
	In/Out
	Attachments
	Email
	Add/Actions
	Revert to Non-Confidential
	Mark attendance
	Start Meeting
	Pause Meeting
	End Meeting
	View Full Agenda
	Preview Minute Output
	Auto Generate Actions

Motion/Resolution/Notes 

Add Notes

The organiser is able to add notes to a Meeting Agenda group or Agenda item. The notes will be added to the final meeting minutes. This can be done prior to meeting commencement. 

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The following steps need to be followed to add a ‘Note’.

• STEP 1: Click on the ‘Notes’ icon. 

• STEP 2: A RTF box will appear. For ease of use, the user has the option to draft the notes by selecting auto populated content by using the following three drop downs. The auto text can also be inserted into the RTF using short cut keys.

  • Variables – These are pre defined fields that will auto fill, based on the data entered at the ’Create meeting’ stage. The user can select one more variable and the notes will auto populate. 

Example: Meeting Title, Meeting Description, Current date time.

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• Snippet – This will list all the snippets configured by the administrator at Setup (refer section4.1) The user can select one or more snippets. To insert a snippet via a shortcut key, the user needs to follow the syntax of ‘@snippetnumber’. Snippets are numbered as S1, S2, etc. in chronological order. For example to insert the fourth snippet, type ‘@S4’ and ‘Space key’. 

• Members/Participants – this will list all the names of the elected members and participants of the meeting. The user can select one more names to be included in the notes. To insert a member name via short cut key, the user needs to follow the syntax of ‘@personnumber’. Members are numbered with reference to a person’s number as P1, P2 etc. in chronological order. For example to insert the first member, type ‘@P1’ and ‘Space key’.

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• STEP 3: Click ‘Save’ This will save all the information in the Notes.

Delete

To delete any notes, click on the ‘x’ icon on the top corner of the note.

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Further, For ease of use, the user has the option to draft voting items by selecting auto populated content from the following two drop downs. The auto text can be inserted into the RTF using Shortcut keys as well. 

1. Variables – These are pre defined fields That will auto fill, based on the data entered at the’Create meeting’ stage. The user can select one more variable and the notes will auto populate. For example, Meeting Title, Meeting Description, Current date time, etc.
   To insert a variable via a short cut key, the user needs to follow the syntax of ‘@variablenumber’. Variables are numbered as V1, V2 etc. in chronological order. For example, to insert the first variable, type ‘@V1’ and ‘Space key’ But in the instance, the variable doesn’t have a value then the variable doesn’t get saved.

2. Snippet – This will list all the snippets configured by the administrator at Set up (refer section4.1) The user can select one or more snippets. To insert a snippet via a shortcut key, the user needs to follow the syntax of ‘@snippetnumber’. Snippets are numbered as S1, S2 etc. in chronological order. For example to insert the fourth snippet, type ‘@S4’ and ‘Space key’. 

3. Members/Participants – this will list all the names of the elected members and participants of the meeting. The user can select one more names to be included in the voting text. To insert a member name via short cut key, the user needs to follow the syntax of ‘@personnumber’. Members are numbered with reference to a person’s number as P1, P2, etc. in chronological order. For example to insert the first member, type ‘@P1’ and ‘Space key’.

• STEP 3: Select a member to Move the vote, click on the ‘Moved’ drop down.

• STEP 4: Select a member to Second the vote, click on the ‘Seconded’ drop down. 

• STEP 5: The organiser can create more than one vote item by clicking the Vote icon repeatedly. 

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If the setting is OFF the following needs to be noted:1.

1. Select a move or seconder – This drop down will list all the confidential users

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2. Click on the ‘Take Vote’ Button – This will list all the names of all confidential users irrespective if they are members or participants of the meeting.

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