This article will show you how to configure the default display settings for resolution numbers, ordinance numbers, item IDs, and item statuses on Agenda Outlines and Minutes Summary pages within the Admin (administrator) module.
Instructions
- Sign in to the system if you have not already
- Navigate to the User Menu, then select the Settings option
- Click the Meetings tile
- Click the Meeting Types tile
- Click the Edit button (purple pencil icon) next to the Meeting Type that you wish to configure display settings for
- Navigate to the View menu and ensure that Default Settings is selected in the dropdown listNote: Default Settings is the default view.
- Scroll to the Agenda Outline and Minutes Numbering Display section
- Check or uncheck the checkboxes to indicate which details you wish to displayNote: The Item ID is the only option that is selected by default.
- Edit the order in which the selected options are displayed on the Agenda Outline and Minutes Summary pages if desired
- Click the Edit Order button
- Click and hold the grid icon next to the options you wish to move, then drag and drop them into the desired order
- Click the Apply Order Button
- Click the Edit Order button
- Click the Save Changes button to save all changes and remain on the Default Settings page, or click the Save and Exit button to save all changes and return to the Meeting Types page
- On the Agenda Outline and Minutes Summary pages for the selected Meeting Type, you will now see the Resolution Number, Ordinance Number, Item ID, and Item Status preferences you have selectedNote: Hovering over a field will tell the user which data is being displayed in the column. The selected options will also be visible when using the Select and Reorder functions.
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