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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.

Configure Display Settings on Agendas & Minutes Summaries

  • Updated:

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.

 

An example Agenda Outline page with applied item ID and item status display settings.

 

 

Instructions

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Click the Meeting Types tile
    The Meeting Types tile with a file folder icon on the Meetings Settings page.
  5. Click the Edit button (purple pencil icon) next to the Meeting Type that you wish to configure display settings for
    The Edit tool for an example Meeting Type.
  6. Navigate to the View menu and ensure that Default Settings is selected in the dropdown list
    The View menu and the Default Settings option highlighted.
    Note: Default Settings is the default view.
  7. Scroll to the Agenda Outline and Minutes Numbering Display section
    The Agenda Outline and Minutes Numbering Display section.
  8. Check or uncheck the checkboxes to indicate which details you wish to display
    The Resolution Number, Item ID, Ordinance Number, and Status Item Field checkboxes.
    Note: The Item ID is the only option that is selected by default.
  9. Edit the order in which the selected options are displayed on the Agenda Outline and Minutes Summary pages if desired
    1. Click the Edit Order button
      The gray, rectangular Edit Order button which appears below the Agenda Outline and Minutes Numbering Display checkboxes.
    2. Click and hold the grid icon next to the options you wish to move, then drag and drop them into the desired order
      An example display setting being dragged and dropped from one place in the Edit Order list to another.
    3. Click the Apply Order Button
      The green, rectangular Apply Order button in the lower-right corner of the Edit Order modal.
  10. 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
    The green, rectangular Save Changes button and blue, rectangular Save and Exit button below the User Menu.
  11. 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 selected
    Note: 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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