Create and Manage Meetings

 

Create a Meeting

1. Click Create Other
   
2. Click Create New Meeting
   
3. Title the meeting
   
4. Select an appropriate Microsite
   
5. Complete the remaining Meeting Basics fields, as desired
6. Add a Map for the meeting location, if desired
7. Select the Other Information tab and add files, if necessary
8. Publish the meeting
9. Click Save

 

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Add Agendas and Packets to a Meeting Page

1. Navigate to the Meeting page
2. Click Edit
3. Select the Agendas/Packets tab
   
4. Click Add File(s) to begin adding files for the desired section
   
5. Click Save

 

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Add Minutes to a Meeting Page

1. Navigate to the Meeting page
2. Click Edit
3. Select the Minutes tab
   
4. Click Add File(s) to begin adding files to the page
   
5. Click Save

 

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Add Audio and Video to a Meeting Page

1. Navigate to the Meeting page
2. Click Edit
3. Select the Audio/Video tab
   
4. Complete the Audio Links and/or Video Links fields, if necessary
   
   
   • URL: Enter the URL to the page containing the meeting audio or video
   • Link text: The text that will mask the link
5. Click Add Video to add a video to the page
   
   
   Note: Expand the Meeting Video tab to see the Add Video option
   
6. Click Save

 

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Edit a Meeting Page

1. Navigate to the desired Meeting page
2. Click edit
3. Edit the Meeting Basics Fields as necessary
4. Select the Agendas/Packets tab and edit the files as necessary
5. Select the Minutes tab and edit the files as necessary
6. Select the Audio/Video tab and edit the Audio and Video Links as necessary
   
   
   • URL: Enter the URL to the page containing the meeting audio or video
   • Link text: The text that will mask the link
7. Edit additional items as necessary
   • Edit Video
   • Edit Map
   • Other Information Files
8. Select the Advanced tab
   
9. Detail edits made to the meeting in the Revision log if desired
   
10. Publish the Meeting
11. Click Save

 

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Copy a Meeting Page

1. Navigate to the desired page
2. Click Clone
   
3. Make any edits as necessary
4. Publish the Meeting, if desired
5. Click Save
   
   

 

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View Meeting Revisions

1. Navigate to the Meeting page
2. Click Revisions
   
3. View the list of previous revisions

 

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Revert a Meeting Page

1. View the Meeting page revisions
2. Select Revert to revert the Event page to a previous version
   
3. Select Revert to confirm the revision
   

 

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Publish or Unpublish a Meeting

1. Navigate to the desired page
2. Click edit
3. Select the Publishing tab
   
4. Complete the Publishing options
   
   
   • Published: Check or uncheck the box publish or unpublish respectively
   • Publish On: Select a date and time to publish the meeting at a later date
   • Unpublish On: Select a date and time to automatically unpublish the meeting
5. Click Save

 

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Delete a Meeting

 

Important Note

Only Site Admins can perform this function. This action cannot be undone.

 

Instructions

1. Navigate to the desired page
2. Click edit
3. Click Delete
4. Click Delete to confirm deletion
   Note: This action cannot be undone

 

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Meeting Basics Fields

• Title: Enter the title of the meeting
• Microsite: Select the appropriate microsite
• Meeting Date: Select the meeting date
  
  • Start Date: Select the start date of the meeting
  • Start Time: Select the time of the meeting
  • End Date: Select the end date of the meeting
  • End Time: Select the end time of the meeting
  • All Day: Check the box if this meeting is an all-day meeting
  • Duration: Select the duration of the meeting
• Summary: Enter a summary of the meeting
  Note: This field is only available by clicking Edit Summary
  
  
• Description: Enter a description such as an agenda or content of the meeting
• Short Description: Enter a brief description to appear in search results both on the site and in other search engines such as Google

 

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