Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Minutes Summary Overview

  • Updated:

This article is a brief guide on how to access and use the Minutes Summary page.

 

Important Note

You must have access to the Minutes module to use the Minutes Summary page effectively. You must have the Live Meeting Manager add-on to use some of the highlighted Minutes features.

 

 

Instructions

  1. Sign in to the system if you have not already
  2. Navigate to the Meetings module
    The Meetings Module option on the left-hand navigation menu.
  3. Select the agenda associated with your meeting
    An example agenda tile.
  4. Click the Go to Minutes button
    The white, rectangular Go to Minutes button below the Edit Agenda Settings button.
  5. Navigate to the View menu and select the Minutes Summary option from the dropdown list
    The View menu and the dropdown Minutes Settings option highlighted.
    Note: The default view is Minutes Settings.
  6. You will be directed to the Minutes Summary page
    The Minutes Summary page for an agenda .
  7. View or update the currently active Display Page in the Now Displaying section
    The Now Displaying section and Welcome, Item, Vote, and Speaker options.
    Note: To use Display Pages, you must have access to the Minutes module and have the Live Meeting Manager add-on.
  8. Click the Roll Call button to manually record the roll call for the meeting
    The white, rectangular Roll Call button which appears below the Now Displaying section.
  9. View the status of the meeting's roll call in the Roll Call section
    The Roll Call status section which displays the number of meeting members that fall into each roll call status.
    • Present: The number of members that are present and voting
    • Absent: The number of members that are absent and that have an unexcused absence
    • Not Voting: The number of members that are present and not voting
    • Excused: The number of members that are absent and that have an excused absence
  10. Click the Reorder button to edit the order of the Minutes
    The white, rectangular Reorder button which appears below the Roll Call button.
  11. Click a section or item name to enter Edit Mode for the selected section or item
    Example sections and items on the Meetings Summary page.
  12. View a section or item's Minutes tags to see its information at a glance
    Example tags on the Minutes Summary page that indicate the actions that have been taken on sections and items.
    • Discussion: Discussion content has been added for the section or item
    • Motion: A motion has been added to the section or item
    • Vote: A vote has been saved for the section or item
    • Completed: The section or item has been marked as completed
    • Speaker: A speaker was added to the section or item
    • Current: This is the meeting's currently active section or item
  13. When you have finished updating your Minutes, click the In Progress button to toggle the Minutes from "In Progress" to "Finalized"
    The white and gray rectangular In Progress button which appears below the Roll Call status section.
    Note: If the Minutes have already been marked as "Finalized," you can click the Finalized button to toggle the Minutes to "In Progress" instead.
    The white and green rectangular Finalized button which appears to the left of the Reorder button.

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.