[This transcript was generated automatically from audio using AI and hasn't been reviewed by a person -- it can contain mistakes, including plausible-sounding sentences that were never actually said. Treat it as a starting point, not a verbatim record.] [0:00] 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. [0:29] So welcome. [0:31] And today we're classes in session. There you go. [0:34] All right, ventures in here is an end. All right, cool. [0:35] So this is kind of what we're going to cover today. [0:38] We're going to access our minutes and peak. [0:40] We'll go over how to take the roll calling from attendance. [0:43] But we'll discuss how to add items to the minutes. [0:46] We'll cover how to take motions, notes, and assign one vote to multiple items. [0:50] Thanks for, like, consent, so if you have that on your agenda. [0:55] We'll generate those minutes and show you how they look. [0:58] We'll show you how to publish them to a view page. [1:01] The minutes don't get published. [1:02] I'll let you say the link goes to the view page and obviously you'll be able to download [1:06] those minutes if you want to distribute it to anybody, let's the board or anything that [1:11] can have a staff before the public season. [1:14] That's totally fine. [1:15] We can go over that and do that as well. [1:17] We'll show you how to un-publish those minutes as well, very simple to do. [1:22] We'll create a new item and attach those minutes to add up to future meeting consideration [1:26] And a lot of times, most places I've worked with, [1:29] the minutes will not actually get published [1:32] until they've been approved at a future meeting. [1:34] So it's not like the agenda where you need to have it published. [1:37] Before the meeting, that's important. [1:39] Of course, the minutes can go up there whenever you're ready. [1:41] There's no requirements within granted [1:43] because that you have to have them posted by X-State. [1:46] That's just something we're not going to tell you to do. [1:48] It's up to you. [1:50] We'll show you how to download those minutes in Word [1:53] and make edits to them for future upload [1:55] minutes there for PDF. What's nice about the minutes template. I mean, the agenda is obviously a huge [2:01] document. Everyone's needs to see that and that's great. The minutes are the record of the meeting. [2:05] That's a very important document. A lot of places that are very sensitive to how their document looks [2:10] in fields and we really want the template to do most of the heavy lifting for you. We don't want [2:16] you to have to go in and have to totally overhaul the agenda. The minutes every time you have the meeting [2:21] That's a lot where we try to do what we can. [2:24] So the minute template that is going to come out from my site, [2:26] it's going to look a little bit different possibly than yours. [2:28] And that's fine. [2:29] But you do have a lot of options with how it will kind [2:32] of come out, how things are displayed, [2:34] or if certain things are suppressed or dishing like that. [2:37] Well, we'll talk about all those different things. [2:39] And obviously, if you have any questions, please feel free. [2:42] Got the chat feature open, like I mentioned before. [2:45] If you have something specific about your site setup or design, [2:48] I'll usually best answer that with the project manager and trainer, but if I can answer any questions obviously I want to. [2:55] All right, so let's get back to the PowerPoint and get actually into the minutes process here. [2:59] Yep, we are recording. [3:00] Just like the other three sessions will publish this. [3:02] We'll upload this video. [3:04] The year is started later today. [3:07] Any questions about me now? [3:08] Here's me smiling back at you, Sam. [3:09] Thank you for hanging out with me for a little bit. [3:12] Awesome, awesome. [3:13] Let me go ahead and make my peak sound bigger like it was yesterday. [3:17] Cool. [3:17] So that's coming in through OKV guys. [3:19] You may make it bigger. [3:20] Or is that size sufficient for you? [3:27] Good. Thanks, Charlie. [3:29] All right. So perfect. Thanks, Matt. [3:31] Hopefully, Carolyn, it's 50. [3:33] So the minutes here, we talked about the agenda. [3:35] There's a couple of different ways to access the agenda. [3:39] Thanks, Carolyn. [3:40] Pretty similar with the minutes here. [3:42] The minutes you can really get to it one of two ways. [3:45] If you click on the meeting that we were in yesterday, [3:47] which I believe was the farmer's market board, right? [3:50] Once you click on that, we'll see, [3:53] or we should see the minute here, right? [3:54] And the only reason that we see that [3:56] is because we publish the agenda, right? [3:58] That's really the sticking point there. [4:00] If you don't do that, you won't see this. [4:03] If I go to the meeting calendar here, [4:06] and I go to the farmer's market board [4:08] and bring me back to the agenda, that's fine. [4:10] If I scroll down to the bottom here [4:12] for August, which I can't believe August is almost over, [4:15] you'll see that the minutes are in direct status, right? [4:17] So that's there. We also did publish them to our view page and that's beautiful. [4:23] We're not going to see them down here yet because we haven't done the minutes. [5:00] 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? [5:30] 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? [5:37] 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. [5:42] 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. [5:50] So you can make sure that you're talking to each other for yourselves without making weird. [5:55] When we get into the minute tier, you'll see the name of the meeting body, like I said, [6:00] you'll have that agenda often to go back and forth on here underneath that, you'll [6:04] see the location, the date, the time, you'll see the start and end time, like I told you [6:11] those days, the ending time doesn't mean anything to peak, you can disregard it, but like I said, [6:15] it will also not show up on here, it will not show up on your document, it's strictly [6:19] there for the people that are using the encoder. [6:21] And if you are using us to streaming meetings, you will not be doing your minutes here, doesn't mean that you can. [6:27] It just doesn't usually work well together because there's nothing here with timestamps or anything like that. [6:32] It's all going to be done in live managers. [6:34] So if you are streaming, you don't need to be in the session. [6:37] I'm not going to tell you that you can't stay because obviously you can. [6:41] And there are some clients that work with that do stream with us for their primary boards. [6:46] 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. [6:55] I notice the time limits us in midnight, same day, that true for the encoder also. [7:02] When you say time limits, oh, I'm sorry. I think I know you talk about hold on. [7:07] Are you talking about? [7:10] Let me just make sure right here, right? [7:16] Yes. [7:17] So, in peak, and it's important that we emphasize the word peak, in peak, you are limited [7:21] to that timeframe, if you are in media management, which we are now. [7:25] Right. [7:25] If I go to that February, excuse me. [7:28] Well, it gets 28th farmers market board here. [7:31] When I'm in here, I think it minimizes. [7:33] It goes up to 16 hours? [7:35] Yeah. [7:36] So, I mean, if you're having a meeting longer than 16 hours, [7:38] you're got bigger problems than that. [7:39] but it can go as long as you want pretty much within that time frame. [7:44] So just for that, while we hear comments, I mentioned a few minutes ago, if you're going [7:47] to be doing the videos, you're not going to be doing your minutes in here, are you cool [7:51] with that? [7:52] Because you're really not going to be doing the minutes, unless you're doing the video over here [7:56] and then doing the minutes separately. [7:59] I'm happy to have you stick around and I'll show you everything that we need to do in here [8:01] for the minutes, but while you're in here, the encoder does not have anything to do with [8:07] that makes sense [8:18] just to want to waste your time. [8:20] So, okay. [8:21] So, we're in here now, so like this part here, [8:24] just regard for the meeting itself, [8:25] just shows you what's going on. [8:28] Underneath that, you'll see the roll call. [8:29] Okay, so when you click on a roll call, [8:31] it'll show you the names of your attendees. [8:33] Notice there's three people here that are voting members. [8:35] One that is not. [8:38] Can anyone tell me where those names came from? [8:40] How have they got there? [8:42] We did talk about it on session. [8:44] want to give you a little hint there. Because anyone know how those names got into the system. [8:48] Like there's usually two things. Nice. Good job, Alan. So members under admin. Correct. You [8:55] have to do an admin and meetings and meeting bodies. So this was the farmers market board [9:01] under members. Perfect. Good job. So, you know, each of your boards that you're going to be using [9:06] for the minutes, and especially for those of you that are using the video, [9:10] excuse me, you'll need to have the name here, even if you're not using peak benefit. [9:13] because if we don't have the names here, [9:15] for these boards, when you go to do the roll call, [9:18] not gonna be the names, [9:18] and you can't add the names in peak on the fly, [9:21] so you have to add them here. [9:22] So these folks here are people in the system. [9:25] Some of them might be users, [9:27] some of them might not be that's okay. [9:29] You don't have to have your board members in there [9:31] with a login, we just need to have them [9:34] with that first and last name, email address, [9:36] even if it's not a really address. [9:39] Okay, great job, Carolyn. [9:41] 10 points for Griffin, don't have a rest. [9:43] Let's go back to the 28th and let's go back to the minutes. [9:49] So when I click on a little color, [9:50] it'll show me those names. [9:51] If I wanted to make Joe director [9:53] an actual boarding member here, I could, [9:55] and I could use the well notes here. [9:56] You can say meeting, oh, let's see. [10:01] Any, [10:06] oops start up. [10:10] 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. [10:36] Whenever you make a change or do anything differently than it was five minutes ago here, [10:41] it's going to tell you on the bottom you have unsafe changes, it's usually good to hit save. [10:46] It is not going to save for you, that's why I said it's good to save. [10:49] 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, [10:56] it's not going to definitely get saved. [10:57] So it's usually just good for your own safety there to do that. [11:02] Notice when I made that change and saved it, [11:04] it's now showing me on the right hand side [11:06] for voting members, not three, okay? [11:09] I can go back here and make any changes [11:11] if I wanted to, if someone's late, [11:13] or a different person's status, [11:14] you could put that there as well, no problem, okay? [11:18] On the right side, you'll see the status and draft, [11:20] and usually that's what it starts off at, [11:22] and we have a couple other ones that you can, [11:23] and usually draft and final will be enough for that. [11:26] We've been using this site for a couple of years, [11:28] some of these terminology that's gotta get hung out there, [11:30] 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. [11:38] 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. [11:45] 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. [11:52] 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. [11:59] When I click on any section, or any item, it'll show me on the right example what we're [12:04] looking at. [12:04] I'll tell you the section here, item number, and then the title, and it has a motion box [12:09] here for the text. [12:10] It has a notes box here as well, to kind of toggle back and forth. [12:14] It'll also have a motion 2 and a motion result, and you can look at the names of our attendees [12:19] on the right as well. [12:20] It'll look the same for everybody that you see here, depending on which section you're [12:23] looking at, it's all that'll look the same. [12:25] all of a sudden it's different is what you're actually currently working on. [12:30] You'll notice, too, when you click on that section, it's going to kind of highlight it, [12:34] it puts that little blue, the lower, puts that little blue line on the left hand side, [12:38] so I let you know that that's kind of what you're working on here in a phrase, everything, [12:42] and it builds the actual section here. [12:44] We're typically not going to vote on cold order or make a motion, but you might want [12:48] to take a note. [12:49] You could say a meeting was called to order [12:59] and PM was all and then there is, all right. [13:05] This is a rich tax filter. [13:07] If you want to come in after you're done with this, you can make it bold. [13:10] You can make it italicized, whatever you want to do totally up to you. [13:15] Notice too when you do that, there's a little end to the right of that section. [13:20] And the whole problem would all are glad you made it. [13:22] You know what, while you said, let me just check my emails because some folks are having issues with the past code. [13:27] All right, looks like everyone else is in because I haven't kind of emailed. [13:30] So cool. Yeah, you haven't missed much. [13:31] We've just started with the minute and how we started getting into them and stuff like that. [13:35] We talked about role-colonware that came from. [13:38] And I've just liked that. So you're good. [13:41] One thing that you'll notice here is every section or item. [13:44] There's no requirement. There's no asterisk or anything like that. We're not going to tell you. You have to vote here. [13:50] 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. [13:56] And we'll get out of your way. But if you want to, you can. [14:00] Each of these fields, the motion text field and the notes field will hold a ton of characters. [14:05] How much is a ton? 50,000. [14:06] All right. It'll take a lot of stuff you can pace into here. You have full kit and then keep buildings. [14:12] So crazy. All right. [14:14] Pledge is the pledge if you want to come in and take notes here. [14:18] Pledge. [14:18] What is the pledge? [14:29] Some credit there. [14:37] Oh, good. [14:39] Oh, love you. [14:39] We don't want to give extra space in there to just do that. [14:43] And you can always come back later. [14:45] Even though we just did the roll call a few minutes ago, I can make this now underlined as well. [14:50] Well, credit. Well, you're doing this. Nothing's getting seen out here. Public is not seeing anything. The board is not seeing anything. [14:57] You'd have to be in this actual meeting here to do any. [15:00] 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. [15:11] 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. [15:18] 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. [15:28] So once you put that M in there, you can put the mover in, you can put the second [15:32] ring. [15:32] The second is not required, right? [15:34] If I clear this out and I try to vote, I am trying to click you, I hope you believe me, [15:42] I can't do anything. [15:43] Once I put the mover in there, then I can do whatever I want, okay? [15:49] Put your half to put the mover in there. [15:51] If you don't show, move us in second, there's argument, it's let us know. [15:56] We can have back-term hidden from the document, but it just has to be captured in the [16:01] system itself. [16:02] You can do that. [16:03] So usual we'll say motion to what? [16:05] Motion to approve, approve, approve, approve, approve, approve, approve, approve, approve, approve, [16:10] approve, approve, approve, approve, approve, approve, approve, approve, approve, approve, approve, [16:12] So underneath that, you'll see the motion to it. [16:14] This is a drop down box, and it has a bunch of motions. [16:17] We didn't get too deep into this on the first call because I wanted this favor for this call, [16:21] 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? [16:40] 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. [16:56] Question for you. We have those two drop down boxes there. [17:00] Let me just, this, this, this, this, this is getting a little latitude there. [17:07] Those two drop downs in the minutes of motion two and the motion results. [17:12] Can anyone tell me where those are actually configured or made up or anything like that? [17:20] How do we add things to that? [17:23] If you know [17:30] anybody? [17:38] Nope. [17:39] All right. [17:40] So it's under admin, pretty much anything to do with adding or configuring will be under admin. [17:44] 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. [18:14] You should have that minutes to motion two motion results. [18:18] And usually we'll give you, honestly, like, five or ten different motions that are usually used by most places. [18:24] It doesn't mean that those are the ones that you can only use. You can add more to it. [18:28] Just give it a name. That's fine. [18:31] 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? [18:42] So once you add them here, you will be able to come in and see them here. [18:46] You cannot add them here on the fly, so you'd have to add them in the advanced section [18:52] and then come back in and do it. [18:54] If you have a motion result or a motion to that you've used on previous items, you'll see [18:59] that that delete button is kind of grayed out. [19:02] All right, most of these have been used so we can't do anything. [19:04] We come in here and add maybe, [19:10] I'm not sure, all right, we're going to add that as a motion. [19:13] And once I edit, if I haven't used it, I can delete it. [19:17] And this one will not yet, there you go, take it right out, sing and sing with the motion [19:22] result. [19:22] If you have any that haven't been used and apparently all of these have been used. [19:27] And it's really for your own protection. [19:28] We don't want you to just wipe out something that's been done in the past because it kind [19:31] of impacts certain things that are there as well. [19:34] But this is where you do it. [19:36] It's a great job. [19:36] All of you knew the answer and I'd love that for you. [19:40] There you go. [19:40] Motion 2. [19:41] motion two, there you go. Great. So for new business, we're going to pretend that that's [19:45] consent, because we have one, two, three, we have five items on this minute section. [19:50] So specifically, what we do for consent is we vote on the section itself. [19:53] Right? So you might even make a motion two approved or adopt a consent agenda. [19:58] There you go. So if you do that. [20:00] 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. [20:19] What you'll also notice here as well is a Mark All 4 button that's going to put ES in for everybody. [20:25] 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. [20:32] 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. [20:38] And then you can put here a tower unanimously, all right, so then you can use the notes, and you can stay [20:47] Farmers [20:51] are to [21:07] So we can put that there [21:10] 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 [21:21] 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 [21:26] Doesn't really it's not really a true consent that you do that, but that's fine. [21:31] If you wanted to come in and vote on an individual item, do that, say let's just say adopt item 5A. [21:40] Oops, you know. [21:44] I [21:48] think you can get pulled. You're not going to be able to take the item out of this section here. [21:52] 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. [22:01] All right. So once I actually placed the, let's do this to note. [22:11] So you have that item 5A that got the motion got the results, got the vote on all that stuff here. [22:16] If you want to, once you've actually placed the vote on it, [22:19] Notice this box down here that's as applied to multiple items. [22:23] So this might work for you, Kelly. [22:24] If you're looking to do items pulled for consent, [22:27] maybe it just works for items five A, B, C, and D, [22:30] but not E. All of them are going to get the same vote here, [22:34] that's three, but five E is going to be pulled from consent, [22:38] they can say this item was pulled from consent, E. [22:55] So [23:00] with that, we did not actually vote on 5v, and that's okay. [23:05] We did vote on 5a, let's go back to the motion here. [23:09] Now what happens, I put the 5a as a reason there, because when I do that, I copy you to [23:16] basically duplicate the motions, each of the other three items, and it's going to take everything [23:21] that you have in that motion field to say that, right? [23:24] So all you have to do is if you want to, [23:25] if you want to do this instead, just change it to say whatever [23:29] you want for each of the other items to where it looks similar. [23:34] I'm fine, let's see what's going on. [23:44] So this is just one way, this is not the only way. [23:47] Is that Mandalorian, you can do whatever you want here, right? [23:49] You've got five A, B, B, and the each of them [23:54] have their own option there, and maybe oops, [24:01] Maybe for one of these options, George is the seconder, not Dave, right, both equally talented musicians, [24:09] but maybe for this one, George is actually the one that's there. [24:13] So you're basically allowing the items to get one vote to kind of rule everybody, [24:18] but you can make one simple change, that's fine. [24:21] So if I try to take this item and move it out of this section, it doesn't work. [24:26] I can move it on top of the other one that doesn't really help you. [24:29] 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 [24:35] 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 [24:41] Like we are thinking though [24:42] Does anyone ever have it where you need to take one of the one most in [24:47] Perfect [24:48] Take more than one motion on the same item. Anybody ever do that? [24:55] Nice. Sometimes. Okay, so let's just go back to item four B here. Let me [25:07] So [25:09] 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. [25:33] This item is discussed at the meeting, [25:41] at the counter, or at the board, [25:45] and it's given [25:50] a summation here, it's been amended, Dr. With Conditions, and you can say, now the item [25:56] itself already had, I didn't have a note. If you were taking a note on the original 4B, [26:02] that note would be here. You're not going to get two notes. You get one seven notes here. Each item [26:08] is only one spot for notes. [26:15] I can take five motions if you want. But all five will [26:21] you know that same notes box. [26:27] So like you said, you have a ton of text and if you can copy and [26:30] paste, you have all the ability to do everything you need and that's great. If you decided you know [26:34] what maybe we wanted to delete the original motion? [26:37] There's an x right there so you can remove that motion. [26:40] It'll ask you to confirm. [26:42] We'll say no for now, because we want to show it, [26:45] but you can do it if you need to. [26:46] But you have a lot of options with how many motions [26:48] you can take there. [26:51] One of the other options that we have, [26:53] we showed it yesterday on the agenda, excuse me, [26:57] was we were able to add an item to the agenda, right? [27:00] You can do that here as well in the minutes, [27:03] pretty pretty basically here we can just say walk on item and it during meeting. [27:14] I picked a section that you wanted to go on here and if you want to put a note you can if not [27:19] no big deal right when you do that it'll put it in that section which is section 4 [27:25] 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 [27:31] I can drag it on top, hold on. [27:35] Let's try that again. [27:38] Let's do the other one, go. [27:42] Alright, let's come out here. [27:44] So we're just going to see things happen when you're expecting it to. [27:49] Okay. [27:50] So let's try that again. [27:53] Interesting. [28:02] That's weird. [28:04] Long story short, you can add the menu. [28:06] If you wanted to vote on this item, you can as well. [28:09] Over, second there. [28:11] So, put somebody else in note here, put somebody else in that scene, [28:17] just say here, motion two, introduce this line on the board. [28:30] And you can take the note, the note's already been taken, but you can, and more, if you need it. [28:38] 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? [28:43] 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. [28:50] If not, you can come back in whenever you're ready and take a look at the minutes here at your earliest convenience. [28:55] No pressure. [28:58] Do most of you have one of the meetings getting ready to end. [29:02] 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. [29:09] All [29:14] right, so physical motion. Perfect. So the last section here is typically going to be the [29:21] adjournment section. If you didn't need to make a motion to adjourn, you can come in here and just say [29:27] with their being no business. [29:37] It's not [29:44] from the south, but I know a bunch of good people that are. [29:48] Let's use that. Right. If you want to do that, that will just kind of close your meeting out, [29:51] And if you need to make that physical motion, which you all basically said that you did, [29:56] you can come in here. [29:57] It's usually a good idea because if you're going to add your emotions in it. [30:00] 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. [30:09] 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. [30:19] 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. [30:27] Sorry, but that's like, you know, meeting at 3, 2 p.m. using time. [30:35] And then the result, just say, adopted or passed whatever's easier there. [30:41] Cool deal. [30:44] Let's put the motion. [30:50] Okay. [30:50] Yes. [30:51] Okay, cool. [30:53] All right. [30:54] So any questions first of all? [30:56] I want to show you how to download the minutes. [30:58] You know, let's make sure that before we do that, [31:00] If anybody has any questions, we go over it, anybody have any issues so far, [31:04] anything that doesn't make sense, or you want to see again, [31:08] just making sure all on the same page and feeling good. [31:16] You guys are good? [31:18] Okay. [31:19] So the next thing we would do, once we've taken our vote, [31:22] take our motion, the notes, and comments, and all that stuff here, [31:27] is to download a minute. [31:29] All right. [31:29] If you click on download, it's going to give you the option. [31:31] you get one set of minutes. [31:33] The summary minutes, not going to be a minute to packet, [31:35] it's just going to show you the minutes document [31:38] with the votes to roll cold notes to stuff like that. [31:40] You can do it in three different formats, same price, [31:42] either way. [31:44] PDF is usually the way that most people will use it, [31:47] but I'll show you the other two, [31:48] because some of them are also things you might use. [31:51] So this is the PDF from we'll come back to that one in a second. [31:55] Let's do word. [31:59] This is one where I don't really recommend, [32:01] but it's definitely an option. [32:02] And there might be a good option to use the minutes and word just because you might need to make some changes. [32:09] All right. [32:09] So let's open this guy up. [32:11] Just like yesterday, I have my outlook and dark mode. [32:13] That's why you're seeing it that way. [32:15] Nothing wrong with your screen or your vision. [32:18] Each two miles a good way to do it too. [32:21] Especially some places like to have it. [32:22] It's more for ADA compliance. [32:25] Makes it look nice right there. [32:26] Super different. [32:28] All right. [32:28] Let's close that out. [32:29] bring the minutes back up here that we did. So, you'll see up top we have our logo. It's a little [32:36] bit different here than it was for the Genet of the Genet of that gold plate. So, you notice [32:40] there's farmers market board twice. This is regularization. It's just a limited limitation. [32:45] It's there a flaw in the template. We have the meeting body being brought in plus the meeting [32:50] type. Some places in city council, then it's a regular meeting, so it just kind of flows in. [32:55] Yours will be different. Don't worry about it. It shows the date and time, it shows the location. [32:59] Any remember what this is from yesterday, where that came from, [33:11] come on, it was in the agenda and the description should. [33:16] So it made that change, we wanted to come back and we wanted to notice, notice that on the document, so it did that. [33:24] So what's nice about this description feels that it works for the agenda and it works for the minutes as well. [33:29] So what's nice about that is if we get out of here and go back to the minutes, right? [33:35] We're doing our thing, stuff like that and you want to make a change. [33:40] Let's do this, [33:43] right? [33:45] Maybe we're going to publish the minutes and draft format to start, right? These in six minutes. [33:50] Let's do this. And it's posted on 823 by MS and we give you guys all credit on the blame. [34:04] So what's nice is that if we do that, go back to those minutes. Let's just download them one more time. [34:11] It should come in and have that description field looking different now. [34:19] There you go. [34:23] So it does do the same thing. [34:24] It'll show you what you typed in there and it'll pull up right there if you're using it. [34:28] But what's nice is we haven't regenerated the agenda yet, right? [34:32] And we really shouldn't. [34:33] We talked a little bit about that before. [34:34] We'll talk about it again later. [34:36] So whatever description you have in there yesterday is still going to be there. [34:40] Let's give it a second to pull up, [34:44] right? [34:44] 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. [34:49] That's why it looks the way it does there, right? [34:51] Let me see. [34:53] Okay. [34:54] Cool. [34:55] Minutes. [34:56] What else? [34:56] What else? [34:57] Minutes. [34:57] If we don't have anything in the description. [35:00] 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. [35:11] We'll see here the names. We also have the names or attendees staff and attendance. [35:18] 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. [35:27] called the order. Same thing for the pledge. It's easy. To now for the section, let's take a look at [35:35] all business number one. Pull that out of this. [35:44] Interesting. I think we just had a different [35:48] sponsor to show in that way. So let's go back to the one that got it here. And we also do recycle [35:52] some of these items. So sometimes it just gets kind of hung up there. Pay it in a mind. Have to do this. [35:59] All right, this is the one here, first reading of an ordinance, so it showed those here, [36:08] let's click on that, and this, let's kind of follow up to know what how it looks, right? [36:14] So this is a move by and seconded by, boom and bang right there, [36:23] to adopt. [36:24] So whatever's in that drop down is right there. [36:26] And this item as presented is literally the text that we typed right there, so it kind of makes it that sentence right there. [36:34] Motion was and then whatever you've selected here, and then it puts the tally for zero to three one. [36:40] It'll show the expo to show the no votes. [36:42] If you have one, I thought we have one that put an extension in there. [36:48] It's not we can go back in. [36:49] Okay, we'll figure that out together. [36:52] So some places will only want to grow, yes, as in nodes, and not be abstained or the [36:58] recusals or anything like that. [36:59] If that's something you're interested in let us know, and we can tweak your template to show that. [37:04] And underneath that we have the same exact thing, but now it's a different motion. [37:07] This is that second motion we took. [37:10] Okay, we have Joe and Abe. [37:13] As the mover, right, seconder. [37:15] This goes right there. [37:16] Boba. [37:17] And we put the notes in there with Mike that, right? [37:20] Just like that. [37:20] So let's have a kind of show. [37:21] And if you wanted to make any changes to that, you can do it here and then save it and [37:26] just download it again and it will update for you. [37:30] What else? [37:32] And then we did for new business. [37:33] So this is the one that we did as the consent. [37:36] It's going to have that motion text up top, but the S is the nose, and then it will have [37:41] each of the items. [37:42] Now we did do it two different ways. [37:44] That's why you're seeing here the motion and vote for the each of the individual items. [37:49] And then stuff like that. If we didn't do that, it would just show the motion and vote up top. [37:55] For the whole section, and then it would have all the items of nature, whether there's one or twenty one items. [37:59] It would have all of them in succession, but with no actual motion results there. [38:05] All right. [38:06] So this is our template. We're showing the. [38:09] Fill in the suggested action on some of these someplace. [38:12] Don't like that. We can definitely take that all for you. [38:13] If you want the space to be tightened up, let us know. [38:17] We have the page numbers and stuff like that. [38:18] And that's great. So let's get down to a adjournment. So this is the one that didn't [38:23] need the motion. We're just putting in the actual note there. No further business. [38:28] You guys can get out of here. Just a lot of doors in the way out. And that's great. [38:32] Underneath it, we have the actual motion. It was moved by George seconded by Dave to return [38:36] to meeting at 302 p.m. Eastern. Here's the location up. Here's the motion. [38:41] Everything like that. Anybody have any questions on the document that just came out? [38:46] 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? [38:52] So we can add the lines in your template, yes, it's just not going to generate a signature. [38:59] 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. [39:11] If that's something perfect, perfect. [39:14] So if you want that, Lord, just let us know. [39:17] We can go ahead and add that to your template. [39:19] And you might actually have it. [39:21] Let me just put it in my notes here. [39:27] And it's a good line. [39:29] You end there a minute. [39:32] Okay. [39:33] Cool. [39:34] We'll follow up on that. [39:35] No, no, no problem. [39:36] Thank you for the question. [39:38] So that was the PDF minutes. [39:39] We talked about the HTML, which is pretty much the same thing, [39:42] just not word or pretty affin here is the word document. [39:48] So we talked about at the beginning, [39:50] there was a duplication here of the board. We don't need to see the word twice, right? We know [39:54] what it means. Do that here. Let's just say that the description's coming in, but we don't need to [40:00] To make this text here, um, bolded and underlines, [40:06] you can do that. If you didn't want this to be a talison, even though [40:10] you did it, you can go ahead and un-italisize it or make it regular there. Do whatever you want. [40:15] 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. [40:25] And let's see, it looks like we're going to get rid of that, [40:32] but we'll go down. [40:34] That's what's going to be about when I'm messing up your document, we're just playing around with this. [40:38] Let's see. [40:54] We'll better. [40:55] Just trying to get safe here. [41:06] We're going to play around with it. [41:08] Do what you want. [41:09] Don't let's look as good. [41:11] And if you wanted to get rid of some of the motions here, you don't want the actual [41:15] the notes to show up, you can do that too. [41:18] But what's nice is when you're done with this, I'm just going to turn the paragraph mark as [41:22] off. You can save it, right? You can also when you're done. If you've made all the changes [41:30] that you want, [41:52] hopefully I'm going to go. Just to practice that. Right? So when you're done [41:55] with it, save it. If you want to make that change permanent, you want to add your signature [42:00] lines in that's great. When you're done, you just want to save it as a PDF. But you don't [42:05] to send this out for approval or put it on the web for the public to see it for a [42:15] minute [42:18] with an it's [42:23] a 23 put this in one time [42:32] it'll take a few moments you'll see here of course [42:34] it goes to the wrong screen it's just taking that word doc in which we'll still have as a word [42:39] document it's just converting it to a PDF makes it look a little bit more pretty and 50 [42:44] When it's done, we'll see that separately here, of course, it goes to the wrong screen, but there she is, right? [42:51] So don't worry about the logo being a little bit foolish. [42:53] That doesn't pay to break some markers and stuff like that. [42:55] We can fix that. [42:57] Just kind of give you an idea what it could look like, right? [43:00] All right. [43:00] So now let's go back into peak. [43:04] 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. [43:11] 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. [43:19] Well, actually, let's do that. Unless it's going to go ahead and take it and we'll publish it to the web. [43:25] So now, I'll see if you can catch why it's going to not work there. [43:33] So it's not going to show the minutes up top here, because the minutes haven't happened. [43:37] as if I'm coming to make that happen as a pet model [43:39] and just give you an answer then. [43:41] So we would expect to see that down here, right? [43:43] But it's not gonna show, [43:45] because it's still August 23. [43:47] This meeting hasn't happened until August 28. [43:49] So we'll have to do, I know that you know the answer, [43:53] I kind of inspired you to give it to you. [43:56] What I need to do is go back into this agenda, [43:58] just because it's also practicing [43:59] and makes this date in the past. [44:01] Today is the 23, let's make it for 22nd, let's do that. [44:07] So if I do that it's going to take it off from here. That's not a problem. [44:13] All right, and let's scroll on down here to the farmer's market. [44:18] Here's the August 22nd meeting agenda package a minute. [44:23] These are the minutes that were created in peak. [44:25] There's not been any edits made to the document. [44:26] It's still going to show the farmer's market twice up top. [44:29] It'll have all the information. [44:31] It's not going to be colored in yellow or anything like that. [44:33] And that's fine. [44:34] The other option you have, instead of doing what we just did, [44:39] is going in and uploading your document. We did take that document down. We made some edits to it. [44:45] Made a look real fancy and we're pretty proud about it. [44:48] Now we can go in. It's going to ask us the upload a PDF here. [44:53] Just happen to have one here right now. [44:56] Boom and bang. [45:00] All right, [45:04] once I do that, if I refresh my page, excuse me, and I'll go back here. [45:12] So, we're going to say minutes, but this document should have some edits on it. [45:20] Yep, that's still annoying me, I'm sorry, I made it back space too many times. [45:26] It's all underlined here, super duper, and it's all good. [45:31] 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? [45:36] So, everything that we did on that document that we saved out of the system is not going [45:40] to be back in here. [45:42] It's not going to change anything. [45:43] It's still where those notes or emotions live, but document really the main thing. [45:50] That's the most important piece of it right there for the public to see. [45:55] So once we've actually finished a minute, then we'll get ready for the board to sign them [45:59] or to approve them and come back in, let's just close that, sometimes it says that, what's [46:06] going? [46:12] We'll take those minutes. [46:13] Time will say, farm runs, more or less. [46:18] For the meeting minutes of each, two, three, three, three. [46:26] What do we want them to do? [46:28] We'll approve. [46:30] Be easily. [46:33] Right. [46:34] It's always a good idea if you're going to be using the [46:35] Identity Item type in there. [46:38] It'll help you later on when you're doing a search. [46:40] Or if you're looking to run a report. [46:42] And you're trying to find all the minutes from 2023. [46:45] That's the best way to do it. [46:46] Save you some time. [46:47] Push the department. [46:48] Let's see if there's a farmer's market board. [46:52] So thinking about whatever. [46:53] Graster. [46:55] Roll. [46:55] I must not let Laura. [46:57] Meeting bodies. [46:58] I don't know that we had it. [46:59] We did have other boards scheduled. [47:02] So we're going to put it on this in time before meeting. [47:04] Put it on the new business. [47:07] If a couple others custom fields that we're using here, [47:09] which you might not use or might use only a year. [47:13] Oh, [47:22] I'll just stick with this guy, all right. [47:25] This one we can talk about this for hours is really no wrong answer here, but that's what [47:29] I would go with. [47:31] And no. [47:33] And then we're going to just take those minutes and attach them, all right. [47:36] The minutes that we're attaching are the ones that we did. [47:38] we can pull down, add its information to them, [47:41] add it to the possible signature line, [47:43] like what we were saying here. [47:45] So a question for you, when you're adding the minutes [47:46] for the board to see at the next meeting, [47:49] do you make those minutes publicly visible [47:51] or are they confidential on the packet? [47:53] How does that user works for you guys? [47:55] And gals. [48:01] Missible visible? [48:03] All right. [48:06] How about you, Scott? [48:08] You want to be that one guy who says confidential? [48:11] Same. [48:12] OK. [48:12] 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. [48:22] So what we're doing is now adding that attachment, which were the minutes that we created there and put together that's great. [48:28] So once that meeting happens, you come back in after the meeting's happened on September 4th and they've been approved. [48:34] At that point, then you can go back to your meeting from August 22nd and upload those minutes or publish them. [48:40] So whichever way you want to do it, if you want to publish them or upload them, it's the same price either way. [48:45] If you have already published them, you'll have that red button. [48:49] On publish, it doesn't do anything here. [48:51] All it does is it takes it off the web. [48:56] So if I go back, the agenda, yes, packet, yes, minutes, no. [49:00] Okay. [49:01] 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 [49:06] you put them in. Now here's the thing. We did originally create those documents in work, right? [49:13] It's going to default looking for documents and PDFs just to make sense. But sometimes you want to [49:18] note what I want to see. Oh, let's [49:25] do this. There you go. I think those documents, those minutes [49:30] that were in Word, and I try to upload them, I will be getting a little bit of attitude [49:37] Okay, this is what you'll see, and we're all admin, so it doesn't really ward it correctly. [49:43] I do have permission. [49:44] I'm an admin, I have every permission there is. [49:46] If you think you should, see an admin, I am an admin, right? [49:49] So the reason why you can't do that is the system will not let you upload and publish or document. [49:56] Just won't do it. [49:57] You can try as many times you want, you can ask for support. [50:00] 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. [50:09] Just the ones with edits. [50:18] Once you publish the minutes, you can change the status from draft to final that's fine. [50:24] The agenda is the only status that matters to the beginning of the peak dashboard here. It sure shows the status of the agenda. [50:34] That doesn't care about the minutes it does, but it used to be called peak agenda, it didn't [50:39] have a minute to component, so everything was kind of geared and tailored to kind of go [50:44] up what the agenda did, and the minutes were kind of an afterthought, and they added a [50:47] minute later on, and that's over here. [50:50] If I go to the meeting calendar and I scroll through, if I want to just take everything else out [50:54] and get straight to the farmer's board there, it does show me the status. [50:58] If I change the status from final, I think we have final revised in there, let's check [51:03] Okay, let's save that and that and this is that in this. [51:11] Yep, so let's show you there. [51:13] I like that that doesn't show out here on the web, [51:16] and in the short email, I'll suggest right there if you can see it. [51:19] And that's great. [51:20] So if I go back out and refresh those minutes, [51:22] should now be back under here. [51:28] Yep. [51:29] Cool. [51:33] Let's see what else. [51:34] Something's enough to show you for sure. [51:37] Any questions on the minutes and how we've gotten them here, how we've gotten [51:40] other things set to go here? [51:43] Anything like that? [51:50] Just a good. [51:51] All right. [51:52] So I mentioned to you yesterday towards the end of our session that is really [51:56] important that the person who's doing the agenda, if they're not the same person [52:00] that's doing a minute to speak to each other, right? [52:02] Because we've done, I don't say a lot of work, but we did a decent amount of stuff. [52:06] In here, right, there's a lot of work, there's a lot of notes and motions and votes, roll [52:10] cold with taken. That's great. Let's just say, you publish these in but today's, what? [52:15] Wednesday, you publish these in the Wednesday, the meeting's on Monday, and the [52:18] minutes of course coming in our far, they're trying to get ahead of themselves by adding [52:21] it to the notes and comments and stuff like that. And meanwhile, Monday morning, the [52:25] agenda clerk is coming back in and saying, you know what? Something with the sections and [52:30] missing, I have to go and change it and stuff like that. So if you go in and just reprocess [52:34] that's fine it's not going to do anything bad here that's fine let me just show you help me [52:38] just do a PDF here. [52:42] Didn't really make any changes that's fine. So just doing that [52:50] doesn't [52:51] do anything to the minutes so we're good, right? But if I come back to the agenda and I do that [52:56] if I publish it again or I unpublish even one of these two actions is going to give the agenda [53:04] a really bad headache there, so I'm going to just show you what I mean here. [53:11] I'm just doing this, [53:18] so when I go back in, I publish over what was there before, everything [53:23] that was there is gone. [53:26] I've seen this before, it sucks, it's definitely not something you want to see. [53:31] If you are the person doing both documents, it wouldn't affect anybody but you, so that's [53:35] weird. [53:36] If you're not, really just make sure that you're talking to the other person, so otherwise [53:39] it will give them a, I don't know, hard at the time, [53:42] but it will give them a little reason for concern. [53:45] There is no way to get that back. [53:47] There's no way to undo it or to go through a restore point [53:50] that there's no rolling back to database for a peak [53:52] at the cloud base system. [53:54] It's not going to do that. [53:55] You really just want to be careful, right? [53:58] So now, one of the good things about the minutes [54:00] and peak is that there's no, I'm guessing, a good thing. [54:04] There is no minutes history. [54:05] And what I mean by that, and if I go to this item here, [54:07] this 4B first reading an ordinance, let's find it. [54:12] T-t-t-t-t-t, where are you? There you go. [54:15] This is item that was on the A22. [54:17] It was acted upon in the item history. [54:21] It doesn't show that. [54:23] Nothing here is going to show anything pass getting it on the agenda. [54:27] That's it. [54:29] The only thing that's going to be out there that's far as the history goes [54:32] is actually the minutes document that you put out there. [54:35] whether it's a document you're creating a peak, [54:37] whether it's one you're creating a peak [54:39] pulled out of peak and totally docked it up [54:41] in word and then changed and uploaded [54:43] or if you don't use the minutes and peak at all [54:45] and you just have somebody that gives you [54:47] the transcript of the meeting [54:48] and you simply upload that document. [54:51] That's all that matters, right? [54:53] Here's that minute, it's document. [54:56] So we did unpublished the agenda, [54:59] let's go back and do that again. [55:00] Again, [55:04] the minutes are still there. Minutes are still there, right? So let's go through here. Let's un-publish. [55:14] 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. [55:25] So now, that kind of sucks, because like, where's the minute, right? [55:28] What happened to it? [55:28] Well, you had the minute document, you never unpublished a minute so you're good. [55:33] Even if you unpublished your agenda, even for like a single minute, that's fine. [55:39] As long as you don't physically unpublish the minutes themselves, then you're covered. [55:44] I'll show you what I mean in a second here. [55:52] So there. [55:54] If you had done the minutes, put them together, generated them, but you didn't publish them. [55:59] And then you unpublished the agenda, you'd lose the minutes that you did in the system, but [56:04] you'd also lose the document. [56:06] Now, I hate to see that happen to any of you. [56:08] So, we're talking about saving before. [56:09] It's usually a good idea. [56:10] I'm sure most of you have a specific drive on your computer that's got all of your past documents [56:15] in them. [56:16] So, if you're saving a draft copy of the minutes or if I'm like that, just to have that copy, [56:20] so it's always a good idea to have that. [56:21] Because worst case, it's like something like that happens, all you need to do is go back [56:25] into the minutes for that particular meeting and take the document that you want to [56:28] upload. [56:29] pull it from your source document, from your source folder there, and publish it. [56:35] That's pretty much it. [56:38] All right, so just trying to go through all the different options and motions here. [56:43] The person that has access to the minutes is the same as the person that has access to the agenda. [56:47] It's that agenda coordinator role. [56:49] There is no minutes coordinator role. [56:51] If you can access the agenda, you can access the minutes. [56:53] There's no way to hide somebody from the minutes unless they're, you know, [57:00] agenda clerks, they get to wear both hats, so to speak, [57:06] what questions do we have? [57:08] That's kind of just about everything we need to go through as far as a minute ago. [57:12] If we want to go through anything again or see something different, I can definitely show it to you, [57:16] but I want to make sure before we do anything else, or stop the recording, [57:20] that any questions that you have get answered. [57:22] So who has any questions? [57:22] Thank you [57:42] guys for coming back to the next chunk of your day there.