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Option 3: Click on Main Menu > Click on Meeting Centre > Click on Meeting Title > Click on Agenda Tab.
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Use the Search function to search meeting names and click on ‘Meeting Title’. This will direct the user to the meeting details page by default. Only the Agenda Organiser, Secondary Organiser and system administrator can edit the meeting details. For others, it will be disabled.
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Action Icon | Description |
|---|---|
 | Spell Check |
 | Duplicate |
 | Check Out / Check In |
 | Delete |
 | Save |
 | History |
  | Confidential user |
 | Preview output |
 | Report Output Configuration |
 | Send Agenda Item |
 | Mark As complete |
  | Revert to Draft |
 | Force Approval |
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STEP 1: Click on the agenda item title.
STEP 2: Click 'Check out'.
STEP 3: Edit item item.
STEP 4: Click 'Save'.
STEP 5: Click 'Check In'.
Important Notes when Editing or adding data into an Agenda Item using a RTF.
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Ability to open an image on the desktop, copy and paste the image onto the RTF.
Ability to copy an image on the word document and paste the image onto the RTF.
4. Including a table – To insert a table into a report, the user must insert a separate RTF via ‘+’ into the report. An RTF can only have a single table, with no text and multiple tables. If text is included, the entire content will be converted into an image. If multiple tables are included, then only the 1st table will be picked and included in the Report outputs. Table formatting such as Merge/Split sells, format colors will not be applied. The table column width will be split for the total page width.
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Include numbered lists with sub level numbering.
Include roman numbering or another numbering style style.
Include bullet list with Sub level bullet lists lists.
Include Mixed Lists – Include Bullet and numbered lists within the report report.
Include Mixed Lists – Numbered and Bullet lists within Tables.
Include numbered lists with sub level numbering – Include numbered lists within the report
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3. Number indentation in the report.
As specified by the client, the indentation of the sub level numbering will begin below the first parent level.
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Number indentation in the report report.
As specified by the client, the indentation of the sub level numbering will begin below the first parent level.Sub levels can be included up to three levels only:
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Include roman numbering or another numbering style
STEP 1: Type text text.
STEP 2: Select all text and right click click.
STEP 3: Click on ‘Bullet and numbering’ numbering’.
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STEP 4: Under the ‘Numbered’ drop down, select the roman numbers or any other preferred numbering style.
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Press Tab/ Increase indent.
Select bullet and numbering from the drop-down list menu menu.
Select the ‘Outline Numbering’ tab and click Ok Ok.
Include bullet list with Sub level bullet
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STEP 1: Click on the ‘Start a bullet list’ from the toolbar and then type text. Alternatively, bullet lists can be inserted by selecting all text and then clicking the ‘Start a Bullet List’ in the toolbar toolbar.
STEP 2: Indent using the Indent key in the toolbar to create sub level level.
STEP 3: Include sub levels up to three levels only only.
STEP 4: Bullet indentation indentation.
As specified by the client, the indentation of the sub level bullets will begin below the first parent level.
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STEP 1: Click on the agenda item item.
STEP 2: Check out the Agenda item item.
STEP 3: Click on the copy icon.
STEP 4: Then, a popup screen will appear.
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STEP 5: Select Copy or Move.
If the user selects ‘Copy’ then the item will be duplicated. If the user selects ‘Move’, the agenda item will be permanently moved to another meeting’s agenda.
STEP 6: Enter ‘Copy Title’ – this is a mandatory field.
STEP 7: Set From and To Date Date.
STEP 8: Select ‘Meeting’ from Drop down. This will show all the meetings for the selected date range range.
STEP 9: Select ‘Section’. This will show all the Agenda Group from the meeting agenda.
STEP 10: Tick if needed:
Exclude Attachment
Exclude Approval
Exclude Actions
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STEP 1: Click on the agenda item item.
STEP 2: Click on 'Check out'.
STEP 3: Click on the 'Delete' icon.
STEP 4: Pop up will appear to confirm the delete.
STEP 5: Click on 'Ok' to confirm confirm.
Assign Confidential Users
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STEP 1: Click on 'Confidential User' icon.
STEP 2: Select the user from Drop down – The drop down will show only users who are eligible to join. the meeting as shown in the below figure.
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STEP 1: Mark all Agenda items as complete. Agenda items pending approvals cannot be marked as complete. The user has two options:
Approve the agenda by Clicking the ‘Thumbs up’ icon.
Force approve agenda item.
STEP 2: Click the 'Finalise agenda' icon on the top left corner.
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