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All right, guys. Welcome back to a granic is theater here. My name is Mandy Sanchez, one of the product trainers here. I'll be taking you through today's agenda, peaked agenda training session. This is a peak minutes session for a four by now. We've gone through admin. We've gone through, I'm done with prison here. We've gone through admin. We've gone through items, locations and approvals. Just yesterday we did the agenda session and today we're going to complete that process there.

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So welcome.

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And today we're classes in session. There you go.

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All right, ventures in here is an end. All right, cool.

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So this is kind of what we're going to cover today.

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We're going to access our minutes and peak.

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We'll go over how to take the roll calling from attendance.

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But we'll discuss how to add items to the minutes.

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We'll cover how to take motions, notes, and assign one vote to multiple items.

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Thanks for, like, consent, so if you have that on your agenda.

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We'll generate those minutes and show you how they look.

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We'll show you how to publish them to a view page.

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The minutes don't get published.

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I'll let you say the link goes to the view page and obviously you'll be able to download

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those minutes if you want to distribute it to anybody, let's the board or anything that

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can have a staff before the public season.

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That's totally fine.

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We can go over that and do that as well.

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We'll show you how to un-publish those minutes as well, very simple to do.

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We'll create a new item and attach those minutes to add up to future meeting consideration

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And a lot of times, most places I've worked with,

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the minutes will not actually get published

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until they've been approved at a future meeting.

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So it's not like the agenda where you need to have it published.

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Before the meeting, that's important.

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Of course, the minutes can go up there whenever you're ready.

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There's no requirements within granted

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because that you have to have them posted by X-State.

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That's just something we're not going to tell you to do.

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It's up to you.

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We'll show you how to download those minutes in Word

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and make edits to them for future upload

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minutes there for PDF. What's nice about the minutes template. I mean, the agenda is obviously a huge

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document. Everyone's needs to see that and that's great. The minutes are the record of the meeting.

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That's a very important document. A lot of places that are very sensitive to how their document looks

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in fields and we really want the template to do most of the heavy lifting for you. We don't want

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you to have to go in and have to totally overhaul the agenda. The minutes every time you have the meeting

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That's a lot where we try to do what we can.

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So the minute template that is going to come out from my site,

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it's going to look a little bit different possibly than yours.

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And that's fine.

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But you do have a lot of options with how it will kind

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of come out, how things are displayed,

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or if certain things are suppressed or dishing like that.

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Well, we'll talk about all those different things.

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And obviously, if you have any questions, please feel free.

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Got the chat feature open, like I mentioned before.

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If you have something specific about your site setup or design,

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I'll usually best answer that with the project manager and trainer, but if I can answer any questions obviously I want to.

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All right, so let's get back to the PowerPoint and get actually into the minutes process here.

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Yep, we are recording.

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Just like the other three sessions will publish this.

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We'll upload this video.

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The year is started later today.

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Any questions about me now?

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Here's me smiling back at you, Sam.

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Thank you for hanging out with me for a little bit.

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Awesome, awesome.

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Let me go ahead and make my peak sound bigger like it was yesterday.

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Cool.

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So that's coming in through OKV guys.

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You may make it bigger.

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Or is that size sufficient for you?

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Good. Thanks, Charlie.

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All right. So perfect. Thanks, Matt.

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Hopefully, Carolyn, it's 50.

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So the minutes here, we talked about the agenda.

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There's a couple of different ways to access the agenda.

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Thanks, Carolyn.

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Pretty similar with the minutes here.

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The minutes you can really get to it one of two ways.

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If you click on the meeting that we were in yesterday,

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which I believe was the farmer's market board, right?

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Once you click on that, we'll see,

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or we should see the minute here, right?

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And the only reason that we see that

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is because we publish the agenda, right?

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That's really the sticking point there.

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If you don't do that, you won't see this.

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If I go to the meeting calendar here,

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and I go to the farmer's market board

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and bring me back to the agenda, that's fine.

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If I scroll down to the bottom here

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for August, which I can't believe August is almost over,

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you'll see that the minutes are in direct status, right?

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So that's there. We also did publish them to our view page and that's beautiful.

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We're not going to see them down here yet because we haven't done the minutes.

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So that's kind of the two ways you can get it to the minutes. If I click here, it brings me right into the minutes. And what's nice about the minutes is it has that review agenda. So it's kind of like a back and forth button there, which is great. Now, we haven't done anything in these minutes yet, right? So it's pretty much the showing of those three, three names of the board members here. And here's the agenda on the right. Let's excuse me. That's great. Now, if I come back into the agenda and I unpublish it, right?

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Take some minutes away. If I go to the meeting calendar, I will not see those minutes there on the 28th. They're gone, right?

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But it's not a big deal yet because we haven't done anything. But that'll come into play later. Why it is a big deal.

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And it will meet a little bit more to you later on. I know we talked about it. I think all of you on the calls did do the agenda and minutes so that's good.

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So you can make sure that you're talking to each other for yourselves without making weird.

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When we get into the minute tier, you'll see the name of the meeting body, like I said,

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you'll have that agenda often to go back and forth on here underneath that, you'll

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see the location, the date, the time, you'll see the start and end time, like I told you

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those days, the ending time doesn't mean anything to peak, you can disregard it, but like I said,

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it will also not show up on here, it will not show up on your document, it's strictly

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there for the people that are using the encoder.

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And if you are using us to streaming meetings, you will not be doing your minutes here, doesn't mean that you can.

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It just doesn't usually work well together because there's nothing here with timestamps or anything like that.

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It's all going to be done in live managers.

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So if you are streaming, you don't need to be in the session.

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I'm not going to tell you that you can't stay because obviously you can.

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And there are some clients that work with that do stream with us for their primary boards.

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That primary boards, but they don't stream for their secondary tertiary boards, so they would do the minutes in peak. That's just different. So a question for Carolyn.

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I notice the time limits us in midnight, same day, that true for the encoder also.

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When you say time limits, oh, I'm sorry. I think I know you talk about hold on.

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Are you talking about?

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Let me just make sure right here, right?

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Yes.

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So, in peak, and it's important that we emphasize the word peak, in peak, you are limited

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to that timeframe, if you are in media management, which we are now.

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Right.

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If I go to that February, excuse me.

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Well, it gets 28th farmers market board here.

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When I'm in here, I think it minimizes.

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It goes up to 16 hours?

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Yeah.

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So, I mean, if you're having a meeting longer than 16 hours,

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you're got bigger problems than that.

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but it can go as long as you want pretty much within that time frame.

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So just for that, while we hear comments, I mentioned a few minutes ago, if you're going

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to be doing the videos, you're not going to be doing your minutes in here, are you cool

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with that?

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Because you're really not going to be doing the minutes, unless you're doing the video over here

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and then doing the minutes separately.

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I'm happy to have you stick around and I'll show you everything that we need to do in here

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for the minutes, but while you're in here, the encoder does not have anything to do with

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that makes sense

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just to want to waste your time.

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So, okay.

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So, we're in here now, so like this part here,

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just regard for the meeting itself,

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just shows you what's going on.

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Underneath that, you'll see the roll call.

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Okay, so when you click on a roll call,

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it'll show you the names of your attendees.

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Notice there's three people here that are voting members.

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One that is not.

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Can anyone tell me where those names came from?

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How have they got there?

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We did talk about it on session.

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want to give you a little hint there. Because anyone know how those names got into the system.

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Like there's usually two things. Nice. Good job, Alan. So members under admin. Correct. You

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have to do an admin and meetings and meeting bodies. So this was the farmers market board

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under members. Perfect. Good job. So, you know, each of your boards that you're going to be using

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for the minutes, and especially for those of you that are using the video,

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excuse me, you'll need to have the name here, even if you're not using peak benefit.

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because if we don't have the names here,

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for these boards, when you go to do the roll call,

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not gonna be the names,

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and you can't add the names in peak on the fly,

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so you have to add them here.

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So these folks here are people in the system.

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Some of them might be users,

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some of them might not be that's okay.

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You don't have to have your board members in there

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with a login, we just need to have them

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with that first and last name, email address,

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even if it's not a really address.

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Okay, great job, Carolyn.

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10 points for Griffin, don't have a rest.

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Let's go back to the 28th and let's go back to the minutes.

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So when I click on a little color,

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it'll show me those names.

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If I wanted to make Joe director

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an actual boarding member here, I could,

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and I could use the well notes here.

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You can say meeting, oh, let's see.

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Any,

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oops start up.

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A lot of places don't like to have the names of their executive staff in the roll call. They just like to have them listed like in the note here. This is a really good spot to do that. This box here is not a rich type field. You cannot format it or have it look a certain way or anything like that. If there's something you want specifically done to it, let us know. We might be able to do something for you on the back end of the template to say that it's all on the line to all bolder than things like that.

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Whenever you make a change or do anything differently than it was five minutes ago here,

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it's going to tell you on the bottom you have unsafe changes, it's usually good to hit save.

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It is not going to save for you, that's why I said it's good to save.

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It's not required, but if you walk away after doing 15 things and you don't save and your computer goes on break there,

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it's not going to definitely get saved.

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So it's usually just good for your own safety there to do that.

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Notice when I made that change and saved it,

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it's now showing me on the right hand side

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for voting members, not three, okay?

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I can go back here and make any changes

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if I wanted to, if someone's late,

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or a different person's status,

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you could put that there as well, no problem, okay?

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On the right side, you'll see the status and draft,

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and usually that's what it starts off at,

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and we have a couple other ones that you can,

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and usually draft and final will be enough for that.

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We've been using this site for a couple of years,

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some of these terminology that's gotta get hung out there,

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Graphs in final really want to do the trick for you. That's fine. We'll look at these two in a little bit. We're not there yet.

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On the left hand side, you'll literally see a copy of your agenda. Everything that you're seeing here is what you would see if you were in the agenda.

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It's just not going to show you the attachments, the cover pages, or anything like that. It's just giving you what you need to see.

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Because we're not voting on the death of action. We're not voting on the attachment. We're voting on the section, we're taking notes on the section.

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When I click on any section, or any item, it'll show me on the right example what we're

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looking at.

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I'll tell you the section here, item number, and then the title, and it has a motion box

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here for the text.

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It has a notes box here as well, to kind of toggle back and forth.

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It'll also have a motion 2 and a motion result, and you can look at the names of our attendees

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on the right as well.

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It'll look the same for everybody that you see here, depending on which section you're

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looking at, it's all that'll look the same.

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all of a sudden it's different is what you're actually currently working on.

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You'll notice, too, when you click on that section, it's going to kind of highlight it,

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it puts that little blue, the lower, puts that little blue line on the left hand side,

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so I let you know that that's kind of what you're working on here in a phrase, everything,

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and it builds the actual section here.

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We're typically not going to vote on cold order or make a motion, but you might want

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to take a note.

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You could say a meeting was called to order

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and PM was all and then there is, all right.

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This is a rich tax filter.

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If you want to come in after you're done with this, you can make it bold.

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You can make it italicized, whatever you want to do totally up to you.

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Notice too when you do that, there's a little end to the right of that section.

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And the whole problem would all are glad you made it.

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You know what, while you said, let me just check my emails because some folks are having issues with the past code.

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All right, looks like everyone else is in because I haven't kind of emailed.

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So cool. Yeah, you haven't missed much.

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We've just started with the minute and how we started getting into them and stuff like that.

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We talked about role-colonware that came from.

224
00:13:38,370 --> 00:13:39,990
And I've just liked that. So you're good.

225
00:13:41,150 --> 00:13:44,090
One thing that you'll notice here is every section or item.

226
00:13:44,810 --> 00:13:50,110
There's no requirement. There's no asterisk or anything like that. We're not going to tell you. You have to vote here.

227
00:13:50,270 --> 00:13:55,710
You have to comment there. That's definitely a little bold of us to say that. So you just do what you've been doing.

228
00:13:56,030 --> 00:13:59,830
And we'll get out of your way. But if you want to, you can.

229
00:14:00,090 --> 00:14:04,550
Each of these fields, the motion text field and the notes field will hold a ton of characters.

230
00:14:05,130 --> 00:14:06,550
How much is a ton? 50,000.

231
00:14:06,550 --> 00:14:11,530
All right. It'll take a lot of stuff you can pace into here. You have full kit and then keep buildings.

232
00:14:12,530 --> 00:14:13,750
So crazy. All right.

233
00:14:14,270 --> 00:14:16,550
Pledge is the pledge if you want to come in and take notes here.

234
00:14:18,030 --> 00:14:18,390
Pledge.

235
00:14:18,970 --> 00:14:19,530
What is the pledge?

236
00:14:29,670 --> 00:14:30,690
Some credit there.

237
00:14:37,280 --> 00:14:38,080
Oh, good.

238
00:14:39,000 --> 00:14:39,380
Oh, love you.

239
00:14:39,980 --> 00:14:42,380
We don't want to give extra space in there to just do that.

240
00:14:43,440 --> 00:14:44,940
And you can always come back later.

241
00:14:45,180 --> 00:14:50,160
Even though we just did the roll call a few minutes ago, I can make this now underlined as well.

242
00:14:50,160 --> 00:14:56,480
Well, credit. Well, you're doing this. Nothing's getting seen out here. Public is not seeing anything. The board is not seeing anything.

243
00:14:57,180 --> 00:14:59,980
You'd have to be in this actual meeting here to do any.

244
00:15:00,000 --> 00:15:09,040
All businesses didn't have anything here, public comment didn't have anything there, consent, sadly didn't have anything either, if that's fine. New section did have something and it's let's take a look at that.

245
00:15:11,430 --> 00:15:18,370
If we're looking to take a vote on a specific item, let's do that person and we'll use new business kind of as the consent there.

246
00:15:18,990 --> 00:15:28,070
So with new business or whatever section options or with new section for the session only, we'll come in here and then usually the first thing we'll do is a motion was made by whoever.

247
00:15:28,070 --> 00:15:32,090
So once you put that M in there, you can put the mover in, you can put the second

248
00:15:32,090 --> 00:15:32,430
ring.

249
00:15:32,810 --> 00:15:34,850
The second is not required, right?

250
00:15:34,850 --> 00:15:41,890
If I clear this out and I try to vote, I am trying to click you, I hope you believe me,

251
00:15:42,130 --> 00:15:42,870
I can't do anything.

252
00:15:43,050 --> 00:15:48,270
Once I put the mover in there, then I can do whatever I want, okay?

253
00:15:49,930 --> 00:15:51,650
Put your half to put the mover in there.

254
00:15:51,650 --> 00:15:56,410
If you don't show, move us in second, there's argument, it's let us know.

255
00:15:56,830 --> 00:16:01,190
We can have back-term hidden from the document, but it just has to be captured in the

256
00:16:01,190 --> 00:16:01,730
system itself.

257
00:16:02,950 --> 00:16:03,630
You can do that.

258
00:16:03,730 --> 00:16:05,430
So usual we'll say motion to what?

259
00:16:05,970 --> 00:16:10,870
Motion to approve, approve, approve, approve, approve, approve, approve, approve, approve, approve,

260
00:16:10,870 --> 00:16:11,370
approve, approve, approve, approve, approve, approve, approve, approve, approve, approve, approve,

261
00:16:12,010 --> 00:16:14,130
So underneath that, you'll see the motion to it.

262
00:16:14,130 --> 00:16:16,710
This is a drop down box, and it has a bunch of motions.

263
00:16:17,210 --> 00:16:21,070
We didn't get too deep into this on the first call because I wanted this favor for this call,

264
00:16:21,070 --> 00:16:39,950
So it didn't really make much sense last Tuesday or Wednesday whenever we did it, so we're making the motion to what motion to approve, motion to introduce, refer, blah, blah, blah, motion to adopt this item as as present, so typically it'll pull in the motion, and whatever the text is behind it kind of making it a sentence, right?

265
00:16:40,450 --> 00:16:55,790
And whatever the actual result is, this is all I don't know who put that one in, but okay, a topic, right? You could do that, and it's going to have that little M there, like you saw the end for the notes, M is for the motion and that's great.

266
00:16:56,910 --> 00:17:00,890
Question for you. We have those two drop down boxes there.

267
00:17:00,890 --> 00:17:05,430
Let me just, this, this, this, this, this is getting a little latitude there.

268
00:17:07,540 --> 00:17:12,360
Those two drop downs in the minutes of motion two and the motion results.

269
00:17:12,800 --> 00:17:19,080
Can anyone tell me where those are actually configured or made up or anything like that?

270
00:17:20,260 --> 00:17:21,760
How do we add things to that?

271
00:17:23,060 --> 00:17:23,940
If you know

272
00:17:30,080 --> 00:17:30,640
anybody?

273
00:17:38,670 --> 00:17:38,730
Nope.

274
00:17:39,370 --> 00:17:39,570
All right.

275
00:17:40,330 --> 00:17:44,590
So it's under admin, pretty much anything to do with adding or configuring will be under admin.

276
00:17:44,590 --> 00:18:13,830
Under admin somewhere. Yep. You got a calendar perfect. Add yeah coming in high. I love it. So under minutes under admin. There is two drop down to your motion to motion results. All right. I'm sorry. Can I next time I'll I'll wait a few seconds to call us for dramatic effect there. So the motion to. Yeah, no problem. Thank you. Thanks for letting me see what I know what I'm doing here. So the motion to in each of your your site.

277
00:18:14,590 --> 00:18:17,790
You should have that minutes to motion two motion results.

278
00:18:18,430 --> 00:18:24,650
And usually we'll give you, honestly, like, five or ten different motions that are usually used by most places.

279
00:18:24,810 --> 00:18:27,610
It doesn't mean that those are the ones that you can only use. You can add more to it.

280
00:18:28,790 --> 00:18:30,590
Just give it a name. That's fine.

281
00:18:31,090 --> 00:18:42,610
And you can also add more to the motion results. Pass, fail, some say, carried, adopted, approved, accepted. There's so many different ways to say yes and luckily there's not as many ways to say no, which is always nice, right?

282
00:18:42,610 --> 00:18:46,930
So once you add them here, you will be able to come in and see them here.

283
00:18:46,950 --> 00:18:52,030
You cannot add them here on the fly, so you'd have to add them in the advanced section

284
00:18:52,030 --> 00:18:53,910
and then come back in and do it.

285
00:18:54,290 --> 00:18:59,090
If you have a motion result or a motion to that you've used on previous items, you'll see

286
00:18:59,090 --> 00:19:02,150
that that delete button is kind of grayed out.

287
00:19:02,350 --> 00:19:04,270
All right, most of these have been used so we can't do anything.

288
00:19:04,410 --> 00:19:07,570
We come in here and add maybe,

289
00:19:10,420 --> 00:19:12,220
I'm not sure, all right, we're going to add that as a motion.

290
00:19:13,040 --> 00:19:17,740
And once I edit, if I haven't used it, I can delete it.

291
00:19:17,760 --> 00:19:22,140
And this one will not yet, there you go, take it right out, sing and sing with the motion

292
00:19:22,140 --> 00:19:22,500
result.

293
00:19:22,640 --> 00:19:26,760
If you have any that haven't been used and apparently all of these have been used.

294
00:19:27,160 --> 00:19:28,280
And it's really for your own protection.

295
00:19:28,440 --> 00:19:31,440
We don't want you to just wipe out something that's been done in the past because it kind

296
00:19:31,440 --> 00:19:33,860
of impacts certain things that are there as well.

297
00:19:34,980 --> 00:19:36,100
But this is where you do it.

298
00:19:36,100 --> 00:19:36,660
It's a great job.

299
00:19:36,700 --> 00:19:39,200
All of you knew the answer and I'd love that for you.

300
00:19:40,300 --> 00:19:40,500
There you go.

301
00:19:40,600 --> 00:19:41,120
Motion 2.

302
00:19:41,120 --> 00:19:45,320
motion two, there you go. Great. So for new business, we're going to pretend that that's

303
00:19:45,320 --> 00:19:48,940
consent, because we have one, two, three, we have five items on this minute section.

304
00:19:50,160 --> 00:19:53,440
So specifically, what we do for consent is we vote on the section itself.

305
00:19:53,820 --> 00:19:57,960
Right? So you might even make a motion two approved or adopt a consent agenda.

306
00:19:58,180 --> 00:19:59,860
There you go. So if you do that.

307
00:20:00,000 --> 00:20:18,980
Just fine. And honestly, the motion text is very similar to the suggested action in peak. It's just not going to pull that over for you. It's not going to assume it. So if you want that to be the suggested action, usually we'll tell you to just copy and paste it in there. But if you make the motion descriptive enough, that might cover the bill there for you.

308
00:20:19,760 --> 00:20:24,980
What you'll also notice here as well is a Mark All 4 button that's going to put ES in for everybody.

309
00:20:25,040 --> 00:20:32,320
This is only a 4 person board, so it's not that exciting, but I've worked with places that have 10 or 15 people on the board, and they have 30 items in the agenda.

310
00:20:32,980 --> 00:20:38,380
So do the math and how many times they're clicking ES, yes, yes, yes, this is just making it a little bit easier for you.

311
00:20:38,380 --> 00:20:45,380
And then you can put here a tower unanimously, all right, so then you can use the notes, and you can stay

312
00:20:47,660 --> 00:20:48,100
Farmers

313
00:20:51,940 --> 00:20:53,180
are to

314
00:21:07,210 --> 00:21:09,670
So we can put that there

315
00:21:10,530 --> 00:21:20,550
So now each of those items will not have a vote on it. You'll just get the one vote kind of to rule them all and that's free. We should use another set of minutes to play around with it, but

316
00:21:21,510 --> 00:21:26,970
So let's just pretend that you didn't want to do it the way some places will use the to contemplate they'll vote on each item individually

317
00:21:26,970 --> 00:21:30,430
Doesn't really it's not really a true consent that you do that, but that's fine.

318
00:21:31,090 --> 00:21:39,470
If you wanted to come in and vote on an individual item, do that, say let's just say adopt item 5A.

319
00:21:40,850 --> 00:21:42,470
Oops, you know.

320
00:21:44,730 --> 00:21:45,130
I

321
00:21:48,580 --> 00:21:52,240
think you can get pulled. You're not going to be able to take the item out of this section here.

322
00:21:52,380 --> 00:21:58,380
And peak, I'll show you how to try to do that here. I'll show you what you can do later on when you get back to here.

323
00:22:01,680 --> 00:22:06,300
All right. So once I actually placed the, let's do this to note.

324
00:22:11,440 --> 00:22:16,700
So you have that item 5A that got the motion got the results, got the vote on all that stuff here.

325
00:22:16,780 --> 00:22:19,980
If you want to, once you've actually placed the vote on it,

326
00:22:19,980 --> 00:22:22,700
Notice this box down here that's as applied to multiple items.

327
00:22:23,260 --> 00:22:24,620
So this might work for you, Kelly.

328
00:22:24,960 --> 00:22:26,840
If you're looking to do items pulled for consent,

329
00:22:27,640 --> 00:22:30,280
maybe it just works for items five A, B, C, and D,

330
00:22:30,460 --> 00:22:34,240
but not E. All of them are going to get the same vote here,

331
00:22:34,300 --> 00:22:38,400
that's three, but five E is going to be pulled from consent,

332
00:22:38,400 --> 00:22:49,560
they can say this item was pulled from consent, E.

333
00:22:55,620 --> 00:22:56,120
So

334
00:23:00,190 --> 00:23:04,370
with that, we did not actually vote on 5v, and that's okay.

335
00:23:05,050 --> 00:23:08,850
We did vote on 5a, let's go back to the motion here.

336
00:23:09,530 --> 00:23:16,190
Now what happens, I put the 5a as a reason there, because when I do that, I copy you to

337
00:23:16,190 --> 00:23:21,350
basically duplicate the motions, each of the other three items, and it's going to take everything

338
00:23:21,350 --> 00:23:24,610
that you have in that motion field to say that, right?

339
00:23:24,610 --> 00:23:25,890
So all you have to do is if you want to,

340
00:23:25,890 --> 00:23:29,770
if you want to do this instead, just change it to say whatever

341
00:23:29,770 --> 00:23:32,430
you want for each of the other items to where it looks similar.

342
00:23:34,250 --> 00:23:36,230
I'm fine, let's see what's going on.

343
00:23:44,320 --> 00:23:46,900
So this is just one way, this is not the only way.

344
00:23:47,600 --> 00:23:49,780
Is that Mandalorian, you can do whatever you want here, right?

345
00:23:49,840 --> 00:23:54,340
You've got five A, B, B, and the each of them

346
00:23:54,340 --> 00:23:56,900
have their own option there, and maybe oops,

347
00:24:01,120 --> 00:24:08,840
Maybe for one of these options, George is the seconder, not Dave, right, both equally talented musicians,

348
00:24:09,880 --> 00:24:12,800
but maybe for this one, George is actually the one that's there.

349
00:24:13,340 --> 00:24:18,080
So you're basically allowing the items to get one vote to kind of rule everybody,

350
00:24:18,260 --> 00:24:20,460
but you can make one simple change, that's fine.

351
00:24:21,460 --> 00:24:26,040
So if I try to take this item and move it out of this section, it doesn't work.

352
00:24:26,320 --> 00:24:29,000
I can move it on top of the other one that doesn't really help you.

353
00:24:29,000 --> 00:24:34,620
But it does allow you to do that. I can move a section, what's happening on the section also not really helpful in you

354
00:24:35,740 --> 00:24:41,220
Because you're looking to try to take an item out of that section. I put it somewhere else and that doesn't work. So I

355
00:24:41,220 --> 00:24:42,820
Like we are thinking though

356
00:24:42,820 --> 00:24:46,020
Does anyone ever have it where you need to take one of the one most in

357
00:24:47,260 --> 00:24:47,620
Perfect

358
00:24:48,820 --> 00:24:54,320
Take more than one motion on the same item. Anybody ever do that?

359
00:24:55,580 --> 00:24:59,960
Nice. Sometimes. Okay, so let's just go back to item four B here. Let me

360
00:25:07,130 --> 00:25:07,530
So

361
00:25:09,580 --> 00:25:32,480
let's take only one of the items came over, it's weird, okay? Whatever, not today from. So we're going to go back to 4B and let's just say we have to play another motion on this item, right? If you click on it on the right hand side, it'll say new motion, which will allow you to come in to take a totally different motion for the same item, and you can even take a different motion type, maybe a motion to amend.

362
00:25:33,560 --> 00:25:39,470
This item is discussed at the meeting,

363
00:25:41,740 --> 00:25:43,560
at the counter, or at the board,

364
00:25:45,580 --> 00:25:50,200
and it's given

365
00:25:50,200 --> 00:25:56,960
a summation here, it's been amended, Dr. With Conditions, and you can say, now the item

366
00:25:56,960 --> 00:26:02,400
itself already had, I didn't have a note. If you were taking a note on the original 4B,

367
00:26:02,400 --> 00:26:07,400
that note would be here. You're not going to get two notes. You get one seven notes here. Each item

368
00:26:08,320 --> 00:26:12,400
is only one spot for notes.

369
00:26:15,960 --> 00:26:20,380
I can take five motions if you want. But all five will

370
00:26:21,380 --> 00:26:24,940
you know that same notes box.

371
00:26:27,400 --> 00:26:30,040
So like you said, you have a ton of text and if you can copy and

372
00:26:30,040 --> 00:26:34,580
paste, you have all the ability to do everything you need and that's great. If you decided you know

373
00:26:34,580 --> 00:26:36,880
what maybe we wanted to delete the original motion?

374
00:26:37,640 --> 00:26:40,000
There's an x right there so you can remove that motion.

375
00:26:40,520 --> 00:26:41,700
It'll ask you to confirm.

376
00:26:42,000 --> 00:26:44,880
We'll say no for now, because we want to show it,

377
00:26:45,020 --> 00:26:46,040
but you can do it if you need to.

378
00:26:46,200 --> 00:26:48,700
But you have a lot of options with how many motions

379
00:26:48,700 --> 00:26:49,740
you can take there.

380
00:26:51,980 --> 00:26:53,660
One of the other options that we have,

381
00:26:53,880 --> 00:26:57,280
we showed it yesterday on the agenda, excuse me,

382
00:26:57,580 --> 00:27:00,200
was we were able to add an item to the agenda, right?

383
00:27:00,200 --> 00:27:02,540
You can do that here as well in the minutes,

384
00:27:03,260 --> 00:27:11,560
pretty pretty basically here we can just say walk on item and it during meeting.

385
00:27:14,010 --> 00:27:19,970
I picked a section that you wanted to go on here and if you want to put a note you can if not

386
00:27:19,970 --> 00:27:25,730
no big deal right when you do that it'll put it in that section which is section 4

387
00:27:25,730 --> 00:27:31,970
it's not going to give it an item number okay there's nothing we could give it a 4A or 4C or whatever it may be

388
00:27:31,970 --> 00:27:33,970
I can drag it on top, hold on.

389
00:27:35,050 --> 00:27:36,070
Let's try that again.

390
00:27:38,350 --> 00:27:39,050
Let's do the other one, go.

391
00:27:42,490 --> 00:27:43,970
Alright, let's come out here.

392
00:27:44,990 --> 00:27:47,410
So we're just going to see things happen when you're expecting it to.

393
00:27:49,890 --> 00:27:50,050
Okay.

394
00:27:50,950 --> 00:27:51,910
So let's try that again.

395
00:27:53,850 --> 00:27:54,110
Interesting.

396
00:28:02,000 --> 00:28:02,740
That's weird.

397
00:28:04,960 --> 00:28:06,420
Long story short, you can add the menu.

398
00:28:06,660 --> 00:28:09,660
If you wanted to vote on this item, you can as well.

399
00:28:09,840 --> 00:28:11,320
Over, second there.

400
00:28:11,760 --> 00:28:15,960
So, put somebody else in note here, put somebody else in that scene,

401
00:28:17,240 --> 00:28:22,970
just say here, motion two, introduce this line on the board.

402
00:28:30,340 --> 00:28:38,420
And you can take the note, the note's already been taken, but you can, and more, if you need it.

403
00:28:38,680 --> 00:28:43,760
A lot of people ask, is man, if you have to do the notes in here, do you have to take the motions and stuff like that in peak while the meeting is happening?

404
00:28:43,760 --> 00:28:50,280
If you don't, if you can, if it'll work for you, if it's enough room on your computer to do whatever you need to do, plus this, then great.

405
00:28:50,780 --> 00:28:55,660
If not, you can come back in whenever you're ready and take a look at the minutes here at your earliest convenience.

406
00:28:55,960 --> 00:28:56,280
No pressure.

407
00:28:58,760 --> 00:29:01,760
Do most of you have one of the meetings getting ready to end.

408
00:29:02,040 --> 00:29:09,720
You have to make a physical motion to return or the meeting just starts to dwindle down and people just get out and the last person closes the door as that work.

409
00:29:09,720 --> 00:29:09,720
All

410
00:29:14,900 --> 00:29:21,020
right, so physical motion. Perfect. So the last section here is typically going to be the

411
00:29:21,020 --> 00:29:25,660
adjournment section. If you didn't need to make a motion to adjourn, you can come in here and just say

412
00:29:27,460 --> 00:29:31,760
with their being no business.

413
00:29:37,620 --> 00:29:39,280
It's not

414
00:29:44,300 --> 00:29:48,240
from the south, but I know a bunch of good people that are.

415
00:29:48,460 --> 00:29:51,740
Let's use that. Right. If you want to do that, that will just kind of close your meeting out,

416
00:29:51,740 --> 00:29:55,860
And if you need to make that physical motion, which you all basically said that you did,

417
00:29:56,640 --> 00:29:57,460
you can come in here.

418
00:29:57,480 --> 00:29:59,980
It's usually a good idea because if you're going to add your emotions in it.

419
00:30:00,840 --> 00:30:08,420
Because it's not typically one of the ones that we give you, which I think is under site there, but whatever, over site, there you go.

420
00:30:09,040 --> 00:30:19,400
So make a physical motion to adjourn. You can type in here and find it. One thing that you'll notice which is definitely something that is annoying to me at least. I think you'll find it as well. This is not alphabetical.

421
00:30:19,920 --> 00:30:27,020
All right, there's no way to sort this, no way to sort that. That's something that we've asked to be enhanced as of right now. It has not done that yet.

422
00:30:27,980 --> 00:30:34,180
Sorry, but that's like, you know, meeting at 3, 2 p.m. using time.

423
00:30:35,960 --> 00:30:40,020
And then the result, just say, adopted or passed whatever's easier there.

424
00:30:41,140 --> 00:30:41,920
Cool deal.

425
00:30:44,360 --> 00:30:45,020
Let's put the motion.

426
00:30:50,020 --> 00:30:50,420
Okay.

427
00:30:50,800 --> 00:30:51,200
Yes.

428
00:30:51,900 --> 00:30:52,660
Okay, cool.

429
00:30:53,720 --> 00:30:53,960
All right.

430
00:30:54,780 --> 00:30:56,500
So any questions first of all?

431
00:30:56,700 --> 00:30:58,060
I want to show you how to download the minutes.

432
00:30:58,200 --> 00:31:00,000
You know, let's make sure that before we do that,

433
00:31:00,000 --> 00:31:04,400
If anybody has any questions, we go over it, anybody have any issues so far,

434
00:31:04,500 --> 00:31:07,240
anything that doesn't make sense, or you want to see again,

435
00:31:08,000 --> 00:31:13,340
just making sure all on the same page and feeling good.

436
00:31:16,620 --> 00:31:17,440
You guys are good?

437
00:31:18,380 --> 00:31:18,520
Okay.

438
00:31:19,960 --> 00:31:22,620
So the next thing we would do, once we've taken our vote,

439
00:31:22,620 --> 00:31:26,200
take our motion, the notes, and comments, and all that stuff here,

440
00:31:27,520 --> 00:31:28,820
is to download a minute.

441
00:31:29,160 --> 00:31:29,180
All right.

442
00:31:29,720 --> 00:31:31,600
If you click on download, it's going to give you the option.

443
00:31:31,600 --> 00:31:32,940
you get one set of minutes.

444
00:31:33,040 --> 00:31:35,480
The summary minutes, not going to be a minute to packet,

445
00:31:35,700 --> 00:31:37,520
it's just going to show you the minutes document

446
00:31:38,040 --> 00:31:40,120
with the votes to roll cold notes to stuff like that.

447
00:31:40,220 --> 00:31:42,440
You can do it in three different formats, same price,

448
00:31:42,580 --> 00:31:43,800
either way.

449
00:31:44,300 --> 00:31:46,960
PDF is usually the way that most people will use it,

450
00:31:47,140 --> 00:31:48,000
but I'll show you the other two,

451
00:31:48,080 --> 00:31:50,940
because some of them are also things you might use.

452
00:31:51,160 --> 00:31:53,520
So this is the PDF from we'll come back to that one in a second.

453
00:31:55,020 --> 00:31:56,200
Let's do word.

454
00:31:59,110 --> 00:32:01,310
This is one where I don't really recommend,

455
00:32:01,630 --> 00:32:02,670
but it's definitely an option.

456
00:32:02,670 --> 00:32:07,470
And there might be a good option to use the minutes and word just because you might need to make some changes.

457
00:32:09,330 --> 00:32:09,530
All right.

458
00:32:09,550 --> 00:32:10,950
So let's open this guy up.

459
00:32:11,170 --> 00:32:13,410
Just like yesterday, I have my outlook and dark mode.

460
00:32:13,530 --> 00:32:14,830
That's why you're seeing it that way.

461
00:32:15,450 --> 00:32:17,890
Nothing wrong with your screen or your vision.

462
00:32:18,750 --> 00:32:20,870
Each two miles a good way to do it too.

463
00:32:21,250 --> 00:32:22,610
Especially some places like to have it.

464
00:32:22,770 --> 00:32:24,230
It's more for ADA compliance.

465
00:32:25,230 --> 00:32:26,910
Makes it look nice right there.

466
00:32:26,990 --> 00:32:27,570
Super different.

467
00:32:28,070 --> 00:32:28,270
All right.

468
00:32:28,950 --> 00:32:29,790
Let's close that out.

469
00:32:29,790 --> 00:32:36,370
bring the minutes back up here that we did. So, you'll see up top we have our logo. It's a little

470
00:32:36,370 --> 00:32:40,710
bit different here than it was for the Genet of the Genet of that gold plate. So, you notice

471
00:32:40,710 --> 00:32:45,710
there's farmers market board twice. This is regularization. It's just a limited limitation.

472
00:32:45,790 --> 00:32:50,090
It's there a flaw in the template. We have the meeting body being brought in plus the meeting

473
00:32:50,090 --> 00:32:54,110
type. Some places in city council, then it's a regular meeting, so it just kind of flows in.

474
00:32:55,150 --> 00:32:58,870
Yours will be different. Don't worry about it. It shows the date and time, it shows the location.

475
00:32:59,850 --> 00:33:05,110
Any remember what this is from yesterday, where that came from,

476
00:33:11,470 --> 00:33:15,850
come on, it was in the agenda and the description should.

477
00:33:16,490 --> 00:33:24,190
So it made that change, we wanted to come back and we wanted to notice, notice that on the document, so it did that.

478
00:33:24,230 --> 00:33:28,870
So what's nice about this description feels that it works for the agenda and it works for the minutes as well.

479
00:33:29,010 --> 00:33:35,390
So what's nice about that is if we get out of here and go back to the minutes, right?

480
00:33:35,390 --> 00:33:37,990
We're doing our thing, stuff like that and you want to make a change.

481
00:33:40,300 --> 00:33:41,040
Let's do this,

482
00:33:43,320 --> 00:33:43,600
right?

483
00:33:45,080 --> 00:33:49,020
Maybe we're going to publish the minutes and draft format to start, right? These in six minutes.

484
00:33:50,500 --> 00:34:04,360
Let's do this. And it's posted on 823 by MS and we give you guys all credit on the blame.

485
00:34:04,520 --> 00:34:10,280
So what's nice is that if we do that, go back to those minutes. Let's just download them one more time.

486
00:34:11,560 --> 00:34:17,800
It should come in and have that description field looking different now.

487
00:34:19,220 --> 00:34:20,040
There you go.

488
00:34:23,070 --> 00:34:24,590
So it does do the same thing.

489
00:34:24,590 --> 00:34:28,310
It'll show you what you typed in there and it'll pull up right there if you're using it.

490
00:34:28,550 --> 00:34:31,930
But what's nice is we haven't regenerated the agenda yet, right?

491
00:34:32,310 --> 00:34:33,270
And we really shouldn't.

492
00:34:33,390 --> 00:34:34,430
We talked a little bit about that before.

493
00:34:34,550 --> 00:34:35,410
We'll talk about it again later.

494
00:34:36,150 --> 00:34:39,110
So whatever description you have in there yesterday is still going to be there.

495
00:34:40,530 --> 00:34:42,070
Let's give it a second to pull up,

496
00:34:44,300 --> 00:34:44,500
right?

497
00:34:44,500 --> 00:34:49,080
And I have it in red on the agenda, the minister didn't make you a bit of color, it's not a big deal, it's two different templates.

498
00:34:49,860 --> 00:34:51,420
That's why it looks the way it does there, right?

499
00:34:51,700 --> 00:34:52,260
Let me see.

500
00:34:53,020 --> 00:34:53,140
Okay.

501
00:34:54,660 --> 00:34:54,840
Cool.

502
00:34:55,660 --> 00:34:55,980
Minutes.

503
00:34:56,340 --> 00:34:56,700
What else?

504
00:34:56,840 --> 00:34:56,980
What else?

505
00:34:57,120 --> 00:34:57,280
Minutes.

506
00:34:57,980 --> 00:34:59,900
If we don't have anything in the description.

507
00:35:00,000 --> 00:35:09,540
The location and the minutes of appointment up for you. So we have here are our rotation. Our roll call. So we go back in and take a look.

508
00:35:11,740 --> 00:35:17,420
We'll see here the names. We also have the names or attendees staff and attendance.

509
00:35:18,380 --> 00:35:27,360
All right. So if you want to just kind of let people know who else is there beside a folks doing all the voting there. Here's our section here is the notes that we took for section.

510
00:35:27,360 --> 00:35:35,280
called the order. Same thing for the pledge. It's easy. To now for the section, let's take a look at

511
00:35:35,280 --> 00:35:40,380
all business number one. Pull that out of this.

512
00:35:44,150 --> 00:35:48,200
Interesting. I think we just had a different

513
00:35:48,200 --> 00:35:52,820
sponsor to show in that way. So let's go back to the one that got it here. And we also do recycle

514
00:35:52,820 --> 00:35:58,000
some of these items. So sometimes it just gets kind of hung up there. Pay it in a mind. Have to do this.

515
00:35:59,620 --> 00:36:08,220
All right, this is the one here, first reading of an ordinance, so it showed those here,

516
00:36:08,460 --> 00:36:13,900
let's click on that, and this, let's kind of follow up to know what how it looks, right?

517
00:36:14,140 --> 00:36:21,340
So this is a move by and seconded by, boom and bang right there,

518
00:36:23,480 --> 00:36:24,160
to adopt.

519
00:36:24,340 --> 00:36:26,900
So whatever's in that drop down is right there.

520
00:36:26,900 --> 00:36:34,380
And this item as presented is literally the text that we typed right there, so it kind of makes it that sentence right there.

521
00:36:34,640 --> 00:36:40,720
Motion was and then whatever you've selected here, and then it puts the tally for zero to three one.

522
00:36:40,840 --> 00:36:42,940
It'll show the expo to show the no votes.

523
00:36:42,960 --> 00:36:47,900
If you have one, I thought we have one that put an extension in there.

524
00:36:48,240 --> 00:36:49,380
It's not we can go back in.

525
00:36:49,700 --> 00:36:51,800
Okay, we'll figure that out together.

526
00:36:52,740 --> 00:36:58,000
So some places will only want to grow, yes, as in nodes, and not be abstained or the

527
00:36:58,000 --> 00:36:59,440
recusals or anything like that.

528
00:36:59,640 --> 00:37:03,800
If that's something you're interested in let us know, and we can tweak your template to show that.

529
00:37:04,800 --> 00:37:07,560
And underneath that we have the same exact thing, but now it's a different motion.

530
00:37:07,700 --> 00:37:09,960
This is that second motion we took.

531
00:37:10,320 --> 00:37:11,860
Okay, we have Joe and Abe.

532
00:37:13,480 --> 00:37:15,600
As the mover, right, seconder.

533
00:37:15,700 --> 00:37:16,540
This goes right there.

534
00:37:16,660 --> 00:37:17,020
Boba.

535
00:37:17,700 --> 00:37:19,580
And we put the notes in there with Mike that, right?

536
00:37:20,400 --> 00:37:20,960
Just like that.

537
00:37:20,960 --> 00:37:21,840
So let's have a kind of show.

538
00:37:21,940 --> 00:37:26,640
And if you wanted to make any changes to that, you can do it here and then save it and

539
00:37:26,640 --> 00:37:30,440
just download it again and it will update for you.

540
00:37:30,700 --> 00:37:31,620
What else?

541
00:37:32,440 --> 00:37:33,580
And then we did for new business.

542
00:37:33,800 --> 00:37:35,920
So this is the one that we did as the consent.

543
00:37:36,660 --> 00:37:41,860
It's going to have that motion text up top, but the S is the nose, and then it will have

544
00:37:41,860 --> 00:37:42,440
each of the items.

545
00:37:42,540 --> 00:37:44,060
Now we did do it two different ways.

546
00:37:44,100 --> 00:37:48,880
That's why you're seeing here the motion and vote for the each of the individual items.

547
00:37:49,660 --> 00:37:54,140
And then stuff like that. If we didn't do that, it would just show the motion and vote up top.

548
00:37:55,040 --> 00:37:59,380
For the whole section, and then it would have all the items of nature, whether there's one or twenty one items.

549
00:37:59,560 --> 00:38:02,880
It would have all of them in succession, but with no actual motion results there.

550
00:38:05,600 --> 00:38:05,780
All right.

551
00:38:06,240 --> 00:38:08,580
So this is our template. We're showing the.

552
00:38:09,920 --> 00:38:11,940
Fill in the suggested action on some of these someplace.

553
00:38:12,080 --> 00:38:13,860
Don't like that. We can definitely take that all for you.

554
00:38:13,860 --> 00:38:16,780
If you want the space to be tightened up, let us know.

555
00:38:17,180 --> 00:38:18,700
We have the page numbers and stuff like that.

556
00:38:18,700 --> 00:38:23,800
And that's great. So let's get down to a adjournment. So this is the one that didn't

557
00:38:23,800 --> 00:38:28,500
need the motion. We're just putting in the actual note there. No further business.

558
00:38:28,800 --> 00:38:31,620
You guys can get out of here. Just a lot of doors in the way out. And that's great.

559
00:38:32,160 --> 00:38:36,640
Underneath it, we have the actual motion. It was moved by George seconded by Dave to return

560
00:38:36,640 --> 00:38:41,260
to meeting at 302 p.m. Eastern. Here's the location up. Here's the motion.

561
00:38:41,560 --> 00:38:46,220
Everything like that. Anybody have any questions on the document that just came out?

562
00:38:46,220 --> 00:38:52,240
I got a question from my friend Laurie before he was asked, is there an option to add signature lines at the bottom with a chair or a clerk?

563
00:38:52,660 --> 00:38:59,200
So we can add the lines in your template, yes, it's just not going to generate a signature.

564
00:38:59,980 --> 00:39:10,220
So if you wanted to have that in your template as like the last piece after the last section, we can definitely have the name there, the line and stuff like that, but it would literally be a blank line.

565
00:39:11,820 --> 00:39:14,400
If that's something perfect, perfect.

566
00:39:14,540 --> 00:39:16,880
So if you want that, Lord, just let us know.

567
00:39:17,300 --> 00:39:19,020
We can go ahead and add that to your template.

568
00:39:19,280 --> 00:39:21,380
And you might actually have it.

569
00:39:21,400 --> 00:39:23,700
Let me just put it in my notes here.

570
00:39:27,440 --> 00:39:28,760
And it's a good line.

571
00:39:29,460 --> 00:39:30,720
You end there a minute.

572
00:39:32,790 --> 00:39:33,190
Okay.

573
00:39:33,650 --> 00:39:34,030
Cool.

574
00:39:34,790 --> 00:39:35,670
We'll follow up on that.

575
00:39:35,690 --> 00:39:36,230
No, no, no problem.

576
00:39:36,370 --> 00:39:37,250
Thank you for the question.

577
00:39:38,250 --> 00:39:39,690
So that was the PDF minutes.

578
00:39:39,690 --> 00:39:42,210
We talked about the HTML, which is pretty much the same thing,

579
00:39:42,210 --> 00:39:45,570
just not word or pretty affin here is the word document.

580
00:39:48,500 --> 00:39:49,960
So we talked about at the beginning,

581
00:39:50,300 --> 00:39:54,340
there was a duplication here of the board. We don't need to see the word twice, right? We know

582
00:39:54,340 --> 00:39:59,980
what it means. Do that here. Let's just say that the description's coming in, but we don't need to

583
00:40:00,000 --> 00:40:04,300
To make this text here, um, bolded and underlines,

584
00:40:06,420 --> 00:40:10,240
you can do that. If you didn't want this to be a talison, even though

585
00:40:10,240 --> 00:40:15,780
you did it, you can go ahead and un-italisize it or make it regular there. Do whatever you want.

586
00:40:15,820 --> 00:40:24,600
And if you want to tighten up some of the spacing, if you want to give it a page break, so to speak here, just bump it down, you can do that.

587
00:40:25,340 --> 00:40:30,230
And let's see, it looks like we're going to get rid of that,

588
00:40:32,660 --> 00:40:33,540
but we'll go down.

589
00:40:34,060 --> 00:40:38,180
That's what's going to be about when I'm messing up your document, we're just playing around with this.

590
00:40:38,500 --> 00:40:39,480
Let's see.

591
00:40:54,110 --> 00:40:54,410
We'll better.

592
00:40:55,010 --> 00:40:57,230
Just trying to get safe here.

593
00:41:06,880 --> 00:41:08,020
We're going to play around with it.

594
00:41:08,060 --> 00:41:08,600
Do what you want.

595
00:41:09,440 --> 00:41:10,300
Don't let's look as good.

596
00:41:11,440 --> 00:41:14,760
And if you wanted to get rid of some of the motions here, you don't want the actual

597
00:41:15,780 --> 00:41:17,780
the notes to show up, you can do that too.

598
00:41:18,280 --> 00:41:22,460
But what's nice is when you're done with this, I'm just going to turn the paragraph mark as

599
00:41:22,980 --> 00:41:30,920
off. You can save it, right? You can also when you're done. If you've made all the changes

600
00:41:30,920 --> 00:41:31,880
that you want,

601
00:41:52,200 --> 00:41:55,600
hopefully I'm going to go. Just to practice that. Right? So when you're done

602
00:41:55,600 --> 00:42:00,720
with it, save it. If you want to make that change permanent, you want to add your signature

603
00:42:00,720 --> 00:42:05,200
lines in that's great. When you're done, you just want to save it as a PDF. But you don't

604
00:42:05,200 --> 00:42:11,820
to send this out for approval or put it on the web for the public to see it for a

605
00:42:15,470 --> 00:42:16,150
minute

606
00:42:18,700 --> 00:42:20,540
with an it's

607
00:42:23,540 --> 00:42:28,800
a 23 put this in one time

608
00:42:32,730 --> 00:42:34,870
it'll take a few moments you'll see here of course

609
00:42:34,870 --> 00:42:39,870
it goes to the wrong screen it's just taking that word doc in which we'll still have as a word

610
00:42:39,870 --> 00:42:44,530
document it's just converting it to a PDF makes it look a little bit more pretty and 50

611
00:42:44,530 --> 00:42:51,070
When it's done, we'll see that separately here, of course, it goes to the wrong screen, but there she is, right?

612
00:42:51,690 --> 00:42:53,610
So don't worry about the logo being a little bit foolish.

613
00:42:53,730 --> 00:42:55,630
That doesn't pay to break some markers and stuff like that.

614
00:42:55,690 --> 00:42:56,730
We can fix that.

615
00:42:57,070 --> 00:42:59,390
Just kind of give you an idea what it could look like, right?

616
00:43:00,450 --> 00:43:00,630
All right.

617
00:43:00,810 --> 00:43:03,770
So now let's go back into peak.

618
00:43:04,590 --> 00:43:10,650
So if you're done and everything's good to go and you wanted to, you could go ahead now and publish this minutes here.

619
00:43:11,050 --> 00:43:19,210
You have two choices. You can generate them in this automatic, which is basically going to take what you see in a part of you and make a new copy of the same document, which we don't want to do.

620
00:43:19,610 --> 00:43:25,050
Well, actually, let's do that. Unless it's going to go ahead and take it and we'll publish it to the web.

621
00:43:25,990 --> 00:43:30,110
So now, I'll see if you can catch why it's going to not work there.

622
00:43:33,110 --> 00:43:36,790
So it's not going to show the minutes up top here, because the minutes haven't happened.

623
00:43:37,190 --> 00:43:39,310
as if I'm coming to make that happen as a pet model

624
00:43:39,310 --> 00:43:40,670
and just give you an answer then.

625
00:43:41,050 --> 00:43:43,770
So we would expect to see that down here, right?

626
00:43:43,870 --> 00:43:45,170
But it's not gonna show,

627
00:43:45,690 --> 00:43:46,770
because it's still August 23.

628
00:43:47,430 --> 00:43:49,110
This meeting hasn't happened until August 28.

629
00:43:49,990 --> 00:43:53,210
So we'll have to do, I know that you know the answer,

630
00:43:53,470 --> 00:43:55,110
I kind of inspired you to give it to you.

631
00:43:56,270 --> 00:43:58,010
What I need to do is go back into this agenda,

632
00:43:58,010 --> 00:43:59,250
just because it's also practicing

633
00:43:59,250 --> 00:44:01,190
and makes this date in the past.

634
00:44:01,310 --> 00:44:05,210
Today is the 23, let's make it for 22nd, let's do that.

635
00:44:07,640 --> 00:44:11,520
So if I do that it's going to take it off from here. That's not a problem.

636
00:44:13,500 --> 00:44:16,060
All right, and let's scroll on down here to the farmer's market.

637
00:44:18,570 --> 00:44:22,810
Here's the August 22nd meeting agenda package a minute.

638
00:44:23,170 --> 00:44:24,870
These are the minutes that were created in peak.

639
00:44:25,030 --> 00:44:26,690
There's not been any edits made to the document.

640
00:44:26,950 --> 00:44:29,490
It's still going to show the farmer's market twice up top.

641
00:44:29,830 --> 00:44:30,810
It'll have all the information.

642
00:44:31,030 --> 00:44:32,930
It's not going to be colored in yellow or anything like that.

643
00:44:33,010 --> 00:44:33,730
And that's fine.

644
00:44:34,610 --> 00:44:39,010
The other option you have, instead of doing what we just did,

645
00:44:39,970 --> 00:44:45,150
is going in and uploading your document. We did take that document down. We made some edits to it.

646
00:44:45,290 --> 00:44:48,010
Made a look real fancy and we're pretty proud about it.

647
00:44:48,990 --> 00:44:53,470
Now we can go in. It's going to ask us the upload a PDF here.

648
00:44:53,570 --> 00:44:55,930
Just happen to have one here right now.

649
00:44:56,930 --> 00:44:58,070
Boom and bang.

650
00:45:00,020 --> 00:45:00,800
All right,

651
00:45:04,000 --> 00:45:10,810
once I do that, if I refresh my page, excuse me, and I'll go back here.

652
00:45:12,090 --> 00:45:16,790
So, we're going to say minutes, but this document should have some edits on it.

653
00:45:20,920 --> 00:45:25,520
Yep, that's still annoying me, I'm sorry, I made it back space too many times.

654
00:45:26,120 --> 00:45:30,460
It's all underlined here, super duper, and it's all good.

655
00:45:31,020 --> 00:45:36,440
So, it's a little bit different here, we've made the change, we took out the farmers market the first time to that's the case, right?

656
00:45:36,440 --> 00:45:40,960
So, everything that we did on that document that we saved out of the system is not going

657
00:45:40,960 --> 00:45:42,760
to be back in here.

658
00:45:42,840 --> 00:45:43,800
It's not going to change anything.

659
00:45:43,860 --> 00:45:50,000
It's still where those notes or emotions live, but document really the main thing.

660
00:45:50,040 --> 00:45:54,180
That's the most important piece of it right there for the public to see.

661
00:45:55,200 --> 00:45:59,620
So once we've actually finished a minute, then we'll get ready for the board to sign them

662
00:45:59,620 --> 00:46:06,280
or to approve them and come back in, let's just close that, sometimes it says that, what's

663
00:46:06,280 --> 00:46:06,500
going?

664
00:46:12,240 --> 00:46:13,620
We'll take those minutes.

665
00:46:13,880 --> 00:46:17,800
Time will say, farm runs, more or less.

666
00:46:18,100 --> 00:46:25,720
For the meeting minutes of each, two, three, three, three.

667
00:46:26,520 --> 00:46:27,480
What do we want them to do?

668
00:46:28,600 --> 00:46:29,120
We'll approve.

669
00:46:30,620 --> 00:46:30,880
Be easily.

670
00:46:33,920 --> 00:46:34,140
Right.

671
00:46:34,240 --> 00:46:35,920
It's always a good idea if you're going to be using the

672
00:46:35,920 --> 00:46:37,900
Identity Item type in there.

673
00:46:38,060 --> 00:46:40,100
It'll help you later on when you're doing a search.

674
00:46:40,600 --> 00:46:41,680
Or if you're looking to run a report.

675
00:46:42,440 --> 00:46:44,300
And you're trying to find all the minutes from 2023.

676
00:46:45,220 --> 00:46:46,440
That's the best way to do it.

677
00:46:46,480 --> 00:46:47,240
Save you some time.

678
00:46:47,860 --> 00:46:48,440
Push the department.

679
00:46:48,660 --> 00:46:50,660
Let's see if there's a farmer's market board.

680
00:46:52,260 --> 00:46:53,180
So thinking about whatever.

681
00:46:53,600 --> 00:46:53,960
Graster.

682
00:46:55,160 --> 00:46:55,340
Roll.

683
00:46:55,440 --> 00:46:56,360
I must not let Laura.

684
00:46:57,580 --> 00:46:58,140
Meeting bodies.

685
00:46:58,540 --> 00:46:59,480
I don't know that we had it.

686
00:46:59,480 --> 00:47:00,980
We did have other boards scheduled.

687
00:47:02,100 --> 00:47:03,620
So we're going to put it on this in time before meeting.

688
00:47:04,640 --> 00:47:05,460
Put it on the new business.

689
00:47:07,660 --> 00:47:09,760
If a couple others custom fields that we're using here,

690
00:47:09,800 --> 00:47:12,240
which you might not use or might use only a year.

691
00:47:13,120 --> 00:47:13,520
Oh,

692
00:47:22,660 --> 00:47:24,740
I'll just stick with this guy, all right.

693
00:47:25,500 --> 00:47:29,320
This one we can talk about this for hours is really no wrong answer here, but that's what

694
00:47:29,320 --> 00:47:30,280
I would go with.

695
00:47:31,300 --> 00:47:32,100
And no.

696
00:47:33,240 --> 00:47:36,120
And then we're going to just take those minutes and attach them, all right.

697
00:47:36,520 --> 00:47:38,680
The minutes that we're attaching are the ones that we did.

698
00:47:38,680 --> 00:47:41,100
we can pull down, add its information to them,

699
00:47:41,320 --> 00:47:43,040
add it to the possible signature line,

700
00:47:43,580 --> 00:47:44,760
like what we were saying here.

701
00:47:45,040 --> 00:47:46,880
So a question for you, when you're adding the minutes

702
00:47:46,880 --> 00:47:48,860
for the board to see at the next meeting,

703
00:47:49,420 --> 00:47:51,160
do you make those minutes publicly visible

704
00:47:51,160 --> 00:47:53,220
or are they confidential on the packet?

705
00:47:53,960 --> 00:47:55,180
How does that user works for you guys?

706
00:47:55,480 --> 00:47:55,780
And gals.

707
00:48:01,380 --> 00:48:01,900
Missible visible?

708
00:48:03,840 --> 00:48:04,060
All right.

709
00:48:06,210 --> 00:48:06,930
How about you, Scott?

710
00:48:08,410 --> 00:48:10,010
You want to be that one guy who says confidential?

711
00:48:11,470 --> 00:48:11,890
Same.

712
00:48:12,410 --> 00:48:12,430
OK.

713
00:48:12,430 --> 00:48:21,150
No worries. So that's easy to do. It does add that little suffix at the end, not a big fan. I take it off myself, but that's your totally your choice.

714
00:48:22,810 --> 00:48:27,650
So what we're doing is now adding that attachment, which were the minutes that we created there and put together that's great.

715
00:48:28,330 --> 00:48:33,390
So once that meeting happens, you come back in after the meeting's happened on September 4th and they've been approved.

716
00:48:34,070 --> 00:48:40,370
At that point, then you can go back to your meeting from August 22nd and upload those minutes or publish them.

717
00:48:40,870 --> 00:48:45,230
So whichever way you want to do it, if you want to publish them or upload them, it's the same price either way.

718
00:48:45,490 --> 00:48:48,370
If you have already published them, you'll have that red button.

719
00:48:49,110 --> 00:48:50,750
On publish, it doesn't do anything here.

720
00:48:51,030 --> 00:48:53,550
All it does is it takes it off the web.

721
00:48:56,550 --> 00:48:59,970
So if I go back, the agenda, yes, packet, yes, minutes, no.

722
00:49:00,590 --> 00:49:00,630
Okay.

723
00:49:01,050 --> 00:49:06,690
When you're ready to push them out there and not until you're ready to put them out there, they're not going to be seen

724
00:49:06,690 --> 00:49:12,150
you put them in. Now here's the thing. We did originally create those documents in work, right?

725
00:49:13,370 --> 00:49:18,810
It's going to default looking for documents and PDFs just to make sense. But sometimes you want to

726
00:49:18,810 --> 00:49:22,070
note what I want to see. Oh, let's

727
00:49:25,180 --> 00:49:30,940
do this. There you go. I think those documents, those minutes

728
00:49:30,940 --> 00:49:35,720
that were in Word, and I try to upload them, I will be getting a little bit of attitude

729
00:49:37,200 --> 00:49:43,000
Okay, this is what you'll see, and we're all admin, so it doesn't really ward it correctly.

730
00:49:43,580 --> 00:49:44,300
I do have permission.

731
00:49:44,500 --> 00:49:46,700
I'm an admin, I have every permission there is.

732
00:49:46,880 --> 00:49:49,580
If you think you should, see an admin, I am an admin, right?

733
00:49:49,640 --> 00:49:55,960
So the reason why you can't do that is the system will not let you upload and publish or document.

734
00:49:56,380 --> 00:49:57,720
Just won't do it.

735
00:49:57,840 --> 00:49:59,980
You can try as many times you want, you can ask for support.

736
00:50:00,000 --> 00:50:08,580
Court of Health, there will tell you, no, trust me. If I can't show you, they can't show you. So we're going to go ahead and use the one that we wanted to use here.

737
00:50:09,520 --> 00:50:10,600
Just the ones with edits.

738
00:50:18,910 --> 00:50:23,170
Once you publish the minutes, you can change the status from draft to final that's fine.

739
00:50:24,190 --> 00:50:34,530
The agenda is the only status that matters to the beginning of the peak dashboard here. It sure shows the status of the agenda.

740
00:50:34,530 --> 00:50:39,810
That doesn't care about the minutes it does, but it used to be called peak agenda, it didn't

741
00:50:39,810 --> 00:50:44,130
have a minute to component, so everything was kind of geared and tailored to kind of go

742
00:50:44,130 --> 00:50:47,970
up what the agenda did, and the minutes were kind of an afterthought, and they added a

743
00:50:47,970 --> 00:50:49,450
minute later on, and that's over here.

744
00:50:50,310 --> 00:50:54,810
If I go to the meeting calendar and I scroll through, if I want to just take everything else out

745
00:50:54,810 --> 00:50:58,330
and get straight to the farmer's board there, it does show me the status.

746
00:50:58,410 --> 00:51:03,390
If I change the status from final, I think we have final revised in there, let's check

747
00:51:03,390 --> 00:51:10,630
Okay, let's save that and that and this is that in this.

748
00:51:11,830 --> 00:51:13,730
Yep, so let's show you there.

749
00:51:13,930 --> 00:51:16,750
I like that that doesn't show out here on the web,

750
00:51:16,830 --> 00:51:19,530
and in the short email, I'll suggest right there if you can see it.

751
00:51:19,670 --> 00:51:20,210
And that's great.

752
00:51:20,310 --> 00:51:22,110
So if I go back out and refresh those minutes,

753
00:51:22,370 --> 00:51:28,080
should now be back under here.

754
00:51:28,480 --> 00:51:28,500
Yep.

755
00:51:29,860 --> 00:51:30,260
Cool.

756
00:51:33,400 --> 00:51:34,680
Let's see what else.

757
00:51:34,980 --> 00:51:36,300
Something's enough to show you for sure.

758
00:51:37,080 --> 00:51:40,900
Any questions on the minutes and how we've gotten them here, how we've gotten

759
00:51:40,900 --> 00:51:42,380
other things set to go here?

760
00:51:43,160 --> 00:51:44,480
Anything like that?

761
00:51:50,600 --> 00:51:51,120
Just a good.

762
00:51:51,640 --> 00:51:51,700
All right.

763
00:51:52,780 --> 00:51:56,360
So I mentioned to you yesterday towards the end of our session that is really

764
00:51:56,360 --> 00:52:00,520
important that the person who's doing the agenda, if they're not the same person

765
00:52:00,520 --> 00:52:02,160
that's doing a minute to speak to each other, right?

766
00:52:02,160 --> 00:52:05,860
Because we've done, I don't say a lot of work, but we did a decent amount of stuff.

767
00:52:06,700 --> 00:52:10,160
In here, right, there's a lot of work, there's a lot of notes and motions and votes, roll

768
00:52:10,160 --> 00:52:15,200
cold with taken. That's great. Let's just say, you publish these in but today's, what?

769
00:52:15,200 --> 00:52:18,500
Wednesday, you publish these in the Wednesday, the meeting's on Monday, and the

770
00:52:18,500 --> 00:52:21,140
minutes of course coming in our far, they're trying to get ahead of themselves by adding

771
00:52:21,140 --> 00:52:25,740
it to the notes and comments and stuff like that. And meanwhile, Monday morning, the

772
00:52:25,740 --> 00:52:30,200
agenda clerk is coming back in and saying, you know what? Something with the sections and

773
00:52:30,200 --> 00:52:34,200
missing, I have to go and change it and stuff like that. So if you go in and just reprocess

774
00:52:34,200 --> 00:52:38,700
that's fine it's not going to do anything bad here that's fine let me just show you help me

775
00:52:38,700 --> 00:52:40,320
just do a PDF here.

776
00:52:42,940 --> 00:52:47,640
Didn't really make any changes that's fine. So just doing that

777
00:52:50,930 --> 00:52:51,430
doesn't

778
00:52:51,430 --> 00:52:56,570
do anything to the minutes so we're good, right? But if I come back to the agenda and I do that

779
00:52:56,570 --> 00:53:04,450
if I publish it again or I unpublish even one of these two actions is going to give the agenda

780
00:53:04,450 --> 00:53:09,930
a really bad headache there, so I'm going to just show you what I mean here.

781
00:53:11,170 --> 00:53:12,150
I'm just doing this,

782
00:53:18,230 --> 00:53:23,090
so when I go back in, I publish over what was there before, everything

783
00:53:23,090 --> 00:53:25,310
that was there is gone.

784
00:53:26,690 --> 00:53:30,990
I've seen this before, it sucks, it's definitely not something you want to see.

785
00:53:31,530 --> 00:53:35,670
If you are the person doing both documents, it wouldn't affect anybody but you, so that's

786
00:53:35,670 --> 00:53:35,930
weird.

787
00:53:36,510 --> 00:53:39,490
If you're not, really just make sure that you're talking to the other person, so otherwise

788
00:53:39,490 --> 00:53:42,430
it will give them a, I don't know, hard at the time,

789
00:53:42,550 --> 00:53:44,230
but it will give them a little reason for concern.

790
00:53:45,210 --> 00:53:47,210
There is no way to get that back.

791
00:53:47,410 --> 00:53:50,290
There's no way to undo it or to go through a restore point

792
00:53:50,290 --> 00:53:52,930
that there's no rolling back to database for a peak

793
00:53:52,930 --> 00:53:53,930
at the cloud base system.

794
00:53:54,070 --> 00:53:55,330
It's not going to do that.

795
00:53:55,490 --> 00:53:57,350
You really just want to be careful, right?

796
00:53:58,590 --> 00:54:00,830
So now, one of the good things about the minutes

797
00:54:00,830 --> 00:54:03,750
and peak is that there's no, I'm guessing, a good thing.

798
00:54:04,270 --> 00:54:05,330
There is no minutes history.

799
00:54:05,470 --> 00:54:07,510
And what I mean by that, and if I go to this item here,

800
00:54:07,510 --> 00:54:10,510
this 4B first reading an ordinance, let's find it.

801
00:54:12,190 --> 00:54:14,750
T-t-t-t-t-t, where are you? There you go.

802
00:54:15,170 --> 00:54:16,890
This is item that was on the A22.

803
00:54:17,750 --> 00:54:20,970
It was acted upon in the item history.

804
00:54:21,130 --> 00:54:22,130
It doesn't show that.

805
00:54:23,230 --> 00:54:27,070
Nothing here is going to show anything pass getting it on the agenda.

806
00:54:27,710 --> 00:54:28,310
That's it.

807
00:54:29,950 --> 00:54:32,830
The only thing that's going to be out there that's far as the history goes

808
00:54:32,830 --> 00:54:35,790
is actually the minutes document that you put out there.

809
00:54:35,790 --> 00:54:37,470
whether it's a document you're creating a peak,

810
00:54:37,990 --> 00:54:39,050
whether it's one you're creating a peak

811
00:54:39,050 --> 00:54:41,610
pulled out of peak and totally docked it up

812
00:54:41,610 --> 00:54:43,090
in word and then changed and uploaded

813
00:54:43,090 --> 00:54:45,830
or if you don't use the minutes and peak at all

814
00:54:45,830 --> 00:54:47,770
and you just have somebody that gives you

815
00:54:47,770 --> 00:54:48,970
the transcript of the meeting

816
00:54:48,970 --> 00:54:50,930
and you simply upload that document.

817
00:54:51,750 --> 00:54:52,690
That's all that matters, right?

818
00:54:53,730 --> 00:54:54,690
Here's that minute, it's document.

819
00:54:56,410 --> 00:54:58,850
So we did unpublished the agenda,

820
00:54:59,030 --> 00:54:59,970
let's go back and do that again.

821
00:55:00,000 --> 00:55:00,440
Again,

822
00:55:04,700 --> 00:55:14,060
the minutes are still there. Minutes are still there, right? So let's go through here. Let's un-publish.

823
00:55:14,900 --> 00:55:24,540
All right? So doing that will un-publish the agenda, yes? It will also un-publish the packet, yes? It will also un-publish the minutes.

824
00:55:25,340 --> 00:55:28,280
So now, that kind of sucks, because like, where's the minute, right?

825
00:55:28,280 --> 00:55:28,840
What happened to it?

826
00:55:28,840 --> 00:55:33,000
Well, you had the minute document, you never unpublished a minute so you're good.

827
00:55:33,520 --> 00:55:38,260
Even if you unpublished your agenda, even for like a single minute, that's fine.

828
00:55:39,260 --> 00:55:44,140
As long as you don't physically unpublish the minutes themselves, then you're covered.

829
00:55:44,200 --> 00:55:45,960
I'll show you what I mean in a second here.

830
00:55:52,790 --> 00:55:53,170
So there.

831
00:55:54,490 --> 00:55:59,570
If you had done the minutes, put them together, generated them, but you didn't publish them.

832
00:55:59,570 --> 00:56:04,270
And then you unpublished the agenda, you'd lose the minutes that you did in the system, but

833
00:56:04,270 --> 00:56:05,570
you'd also lose the document.

834
00:56:06,230 --> 00:56:08,110
Now, I hate to see that happen to any of you.

835
00:56:08,350 --> 00:56:09,630
So, we're talking about saving before.

836
00:56:09,830 --> 00:56:10,790
It's usually a good idea.

837
00:56:10,970 --> 00:56:15,750
I'm sure most of you have a specific drive on your computer that's got all of your past documents

838
00:56:15,750 --> 00:56:16,410
in them.

839
00:56:16,590 --> 00:56:20,130
So, if you're saving a draft copy of the minutes or if I'm like that, just to have that copy,

840
00:56:20,670 --> 00:56:21,590
so it's always a good idea to have that.

841
00:56:21,630 --> 00:56:25,550
Because worst case, it's like something like that happens, all you need to do is go back

842
00:56:25,550 --> 00:56:28,530
into the minutes for that particular meeting and take the document that you want to

843
00:56:28,530 --> 00:56:28,930
upload.

844
00:56:29,450 --> 00:56:35,230
pull it from your source document, from your source folder there, and publish it.

845
00:56:35,750 --> 00:56:36,930
That's pretty much it.

846
00:56:38,110 --> 00:56:42,390
All right, so just trying to go through all the different options and motions here.

847
00:56:43,310 --> 00:56:47,230
The person that has access to the minutes is the same as the person that has access to the agenda.

848
00:56:47,230 --> 00:56:48,830
It's that agenda coordinator role.

849
00:56:49,330 --> 00:56:51,150
There is no minutes coordinator role.

850
00:56:51,650 --> 00:56:53,430
If you can access the agenda, you can access the minutes.

851
00:56:53,570 --> 00:56:58,910
There's no way to hide somebody from the minutes unless they're, you know,

852
00:57:00,650 --> 00:57:04,150
agenda clerks, they get to wear both hats, so to speak,

853
00:57:06,210 --> 00:57:07,770
what questions do we have?

854
00:57:08,270 --> 00:57:12,010
That's kind of just about everything we need to go through as far as a minute ago.

855
00:57:12,190 --> 00:57:15,990
If we want to go through anything again or see something different, I can definitely show it to you,

856
00:57:16,130 --> 00:57:19,570
but I want to make sure before we do anything else, or stop the recording,

857
00:57:20,470 --> 00:57:21,930
that any questions that you have get answered.

858
00:57:22,250 --> 00:57:22,910
So who has any questions?

859
00:57:22,910 --> 00:57:23,890
Thank you

860
00:57:42,800 --> 00:57:48,150
guys for coming back to the next chunk of your day there.