Training Videos
User Training
Install and Log In
User Interface
- Understand the different parts of the user interface
- Access the menus and tools necessary to handle day-to-day operations
Creating a New Legislative File
- Learn the process for creating and saving new legislative files in Agendas and Minutes
- Learn advanced options and customization available for your Legislative Files
Adding Attachments to a Legislative File
- Add attachments to a legislative file
- Advanced attachment options
- Options to review attachments
Attachments Using the PDF Printer
- Send attachments to the PDF printer
- Add your files once they have been received by the PDF printer
Confidential Legislative Files
- Identify who can see a confidential item
- Make legislative files confidential
Submitting a Legislative File
- Submit a Legislative File for review
- Identify the options under the Submit menu, and what they do
Web Approving and Rejecting
- Approve/reject an item from the web
- Functions of each button available in the web view
Approving and Rejecting Within Agendas & Minutes
- Review, approve, reject, or skip items with the Agendas & Minutes software
- Understand the workflow stages of an item
- Reset Approvals
- Edit an item
- Navigate through the Dashboard
Advanced Searching and Reporting
- Search for items using the basic and advanced search methods
- Adjust and combine different search filters for your needs
- Duplicate items
- Generate mini-packets
- Create specific search reports
Legislative File Status Updates
- Understand each Legislative File status
- Learn how the statuses get assigned
- Know who can see the item at any given status
Legislative File Item History
- Open the History of a Legislative File
- Understand the Short Title Section
- Identify who prepared the item
- Identify Workflow and Meetings the item has been on
- Review the Comment & Audit Log, along with the Access Log
Creating Meetings, Meeting Types, and Meeting Locations
- Create Meetings
- Add/edit Meeting Types
- Add/edit Meeting Locations
Creating a Default Outline
- Create and edit a Default Agenda in the Agenda Wizard
Adding Statements, Motions, and Sections
- How to add Sections to your Agenda (or Minutes)
- How to add Statements to your Agenda (or Minutes)
- How to add Motions to your Agenda (or Minutes)
Locking Items on the Agenda
- Lock Items on an Agenda Manually through the Agenda Wizard
- Lock Items on an Agenda Automatically though the Agenda Wizard
Adding Legislative Files to the Agenda
- Autofill your Default Agenda Outline
- Add Legislative Files to your Agenda
- Organize your Legislative Files
Adding Communications to the Agenda
- How to create a Communication
- How to add a Communication to the Agenda/Minutes
Minutes Acceptance
- Learn how to add previous meeting Minutes to an Agenda
Tagging Items on the Agenda
- Use the Tag feature on both the Agenda Wizard and Minutes Maker
Generating, Publishing, and Distributing an Agenda
- Synchronize your attachments in the Agenda Wizard
- Generate your Documents
- Publish your Agenda to the web for citizens to view
- Publish your Board Agenda, with any confidential material, for your board members to view
- Send Agenda notifications using Distribution Lists
Setting Up Distribution Lists
- Create Recipients
- Create Distribution Lists
- Send agenda notifications using Distribution Lists
Viewing an Agenda on the Web
- View the Agenda/Minutes as a citizen
- Login
- Viewing the HTML Packet and downloading the Board Agenda
Board Member Profiles and Vote History
- View board member Attendance Records
- Vote History
- Biography and picture
Searching Through the Web Portal
- Search for documents from the Web Portal
Filling in the Roll Call Within Minutes Maker
- Fill in the Roll Call in the Minutes Maker
Adding Votes, Comments, and Discussions
- Fill in the Roll Call in the Minutes Maker
- Record a vote on an item
- Select a Mover and Seconder
- Make an Item complete
- Add Comments and Discussions
Adding Public Speakers to the Minutes
- Allow public speakers to sign up on the web
- Add public speakers to the minutes outline
Generating, Publishing, and Distributing Minutes
- Synchronize your Attachments in the Minutes Maker
- Generate your Documents
- Publish your Minutes Maker to the web for citizens to view
- Publish your Board Minutes, with any confidential material, for your board members to view
- Send minutes notifications using Distribution Lists
Letter Factory Overview
- Understand what the Letter Factory is and how it can help your organization
- Use the Letter Factory for legal notices and follow-up communications after a meeting
Board Member Training
Board Member Training
- Log into the Web Portal
- Opening the Agenda, Agenda Packet, and Board Agenda
- Navigate the split view and take sticky notes
Admin Training
Creating Users and Applying Permissions
- Add a new user to the system
- Apply permissions for accessibility and restrictions
- Alter an existing user’s permissions and fully understand them
- Properly make a user inactive and or disabled
Creating Departments and Meeting Groups
- Create Departments and Meeting Groups
- Add and edit members
Agency Settings
- What can be controlled within Agendas & Minutes, Civic Streaming, and the Web portal, on a global level
- How password policies and global messaging can be enforced
- Security available for clerks and other users as they relate to Legislative files
- Options and controls available for Agenda Wizard and Minutes Maker
Workflow Designer
- Design automated workflow
- Edit an existing workflow
- Test a workflow
Recipients and Distribution Lists
- Create and edit Recipients
- Create and edit Distribution Lists
- Assign Distribution Lists to Meeting Groups, Categories, and Legal Notice Types
- Learn how Recipients and Distribution Lists help streamline the Letter Factory process
