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Building out and publishing agendas here in the legislature system. As you can see, I am logged in, again, here to my dashboard, but this time, I am currently logged in as myself.

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So, all of us, granted, case employees are technically administrators, and I am logged in as myself, so that I can have kind of the same view that you guys will have.

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Now for this first part of the call, I do recommend that no one tries to work within the agenda while I'm working on the training agenda.

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We are all going to create a unique agenda dates for each of you guys to work on after you guys see the demonstration.

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That will give you some time to be able to create new agendas on your own.

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So we'll have you do that at the second part of today's call.

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So this first part is going to sit back, relax, and watch.

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And of course, ask any questions that you have as they come up.

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Now, since we are going to be working in the agenda's module today,

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I'm going to navigate directly there.

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Now, as you can see here, I do already have our training agenda set up here.

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And that's going to be this one here on this line.

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But one of the things that we talked about yesterday was how we go about adding in an agenda date.

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And of course, as mentioned yesterday,

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This is a step that does need to be taken before any files can actually be submitted for that particular date.

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So let's go ahead and add in a date now.

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In order to add in a new agenda date, I'm going to go up to my top toolbar and select the new button,

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just like a wood in the files module in order to create an in file.

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From here, I'll see that a new agenda date will be created using today's date.

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I'm going to go up and change that date and I'm just going to set it, let's see, to Wednesday,

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of next week. Here in my notes section, again, this is where you might type in something like regular

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meeting or special meeting. You could also type in canceled here to send the message to the public

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when they're looking at your insight page that this meeting didn't happen. It might have been scheduled,

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but just didn't happen.

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So here I'm just going to say this is training one.

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All right. Now I'm going to leave this meeting and draft status.

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Draft status is what's going to allow my

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drafters to continue submitting items for this meeting.

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And then of course, as you can see,

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my location in time will automatically fill in here,

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based off of the time that I've set up in administration for this meeting body.

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So I've told administration that my city council meetings happen in council chambers at 730 p.m.

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and automatically that information will always pull in.

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Of course, I can still click in and change that information if I need to.

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And I can always go into administration and updated if I have a more permanent change to where my location will be.

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Once I've made all of the changes here at the top that I need to make, I'll just click the save button here in the top left corner.

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Or I could also have just clicked anywhere else in my table down below to see that new change here to that new agenda date.

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Now today we're going to be working in the training agenda for this first part of the call.

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so I am going to click directly there. And welcome Brad. Feel free to kind of sit back and watch

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during this first part of the call. And then I'm going to have all of you get more hands on

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on the second part of the call.

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Now that I've selected the training agenda, I can either click

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the agenda tab here up top. So I'm currently in my calendar. I can click in my agenda tab in order

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to go into my agenda or I can double click the line of the agenda I want to enter.

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Now, as you can see, once I enter into the agenda, it is blank.

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This is expected, okay? All of those headers and everything,

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the headers, the files that I've assigned to this meeting date,

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they will all come in, but I have to first click the generate button down here in the bottom left corner.

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So I'll go ahead and click that generate button,

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okay.

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And now I can see that I have four items pulling directly into this agenda.

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I can see what status those items are in.

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I can see all of the relevant information here that I'm really going to need in order to make sure that I have the right items here.

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And then I

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I also do have all of those individual headers that I've added in administration.

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Coming in, I can review all of this information. Looks pretty good so far.

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If, for example, I was looking at something, and it said that it was still in draft status,

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I'd be able to find that item double click on its line, and that will actually open the file for me.

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So here, you can see that I've navigated from the agenda's module back up to the files module just by double clicking on the file.

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Now I can come in maybe the item is still in approval tracking and I can check who the approver is that we're waiting on here.

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If the item is in approval tracking and I maybe don't have time.

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If I'd like as an administrator, I could certainly review the file and and approve it on their behalf if that's a process that we are okay with there at the city.

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Alternatively, of course, I could reach out to this approver and tell them, hey, I need you to go ahead and get this approved or I need you to go ahead and action on this.

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I could also escalate.

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So if this person's only on maybe the first day of their due days, but I need this approved now.

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And, you know, maybe they're away today.

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I can go ahead and escalate to send it to their alternate and have them take care of it today.

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Once I've done all of that, I am able to go back over into my agenda by using that go back button here in the top right corner.

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Now, looking at all of the files that are currently present here, I could also look to see me if I needed to add any additional files.

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Adding files can be done in two ways.

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One is by adding a blank line and then choosing the file that I wanted to add and the other is by using a feature called add many lines.

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We're going to take a look at how to do both of those right now.

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If we wanted to add in, all right, sorry about that guys, my internet connection dropped.

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So let me go ahead and get my screen reshared here.

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What was the last thing you've heard for me?

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Thank you as right after your go back.

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Yeah.

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Okay.

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So we are going to go back into the agenda here.

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And we're going to review the rest of the information we have.

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Now, let's say that a drafter reaches out and says, hey, you know, I've created another file or maybe even several more files.

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And I would like to see those on this upcoming agenda if possible.

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At that point, you're going to be looking to add those additional files. Now, one way that you can do that, of course, is by just regenerating your agenda.

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So long as there's no things that you've added here to the agenda that are not standard or typical of your agenda, for example, if you've added a new header that we normally would not see here, then you will expect that that header will be gone if you regenerate.

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But if you are just looking at items that have automatically pulled in and all of your regular headers, then regenerating the agenda is absolutely a good option.

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And in that case, you would highlight all of these lines here, so I'm just going to click the top line and then hold down my click or hold down my left, what do you call that?

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Left click, hold down my left click and highlight the entire table here.

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Coming down to the bottom toolbar, I'm going to click the delete button and this is going to allow me to clear out everything that's currently on this agenda.

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Once I do click that delete button, I will get a pop up, ask me if I'm sure I want to do that and I will say yes.

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Once you're back to a blank slate here, you are able to regenerate your agenda.

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Now, I didn't have any new items pull in, but that is the way that you could do that.

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And would certainly save you a little bit of time and effort as opposed to going and finding the items.

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Now, let's say that you did have some information in here that you had to add manually and maybe you've gotten to the point at this stage where you really don't want to have to regenerate the agenda.

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You can add in new items in a couple of different ways.

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Here, I'm going to first select a line and then you can either right click in order to generate a menu.

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Or, you can come down to your bottom toolbar and use this add menu.

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Selecting the add menu is going to give you a number of options, including add after or before the selected line, add many lines or the copy the selected line.

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Here, I'm going to right click and choose the option of add after selected line, giving me a space for a new item, just below this one.

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Next, I'll come up to the top left here where I can see that I can choose from either agenda item or header comment.

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If I were looking to just add in some additional helpful text, then using the header comment option would be the better choice.

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But here's since we're looking to add an additional file, we want to leave it here on agenda item.

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Now that I've got agenda items selected and I'm on my blank line, I'm ready to come over to the file ID field and select the file that I would like to add to this agenda.

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As you can see, I can see a few different items here and these items are all within the system and have no final action date assigned to them.

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From this menu, I'm able to see what the file number is, the type of file.

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I can also check on status and the title.

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Moving over here, I can get a fuller view of the title.

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So this is a very helpful way to be able to add these files in.

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Additionally, you'll see that on that top line, I can even add a new file.

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So, if I get a last minute file, maybe it's a committee report or some minutes, something

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like that, I can certainly come in here and create this as I'm working on my agenda.

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Here for the purpose of our training, I'll just go ahead and select this resolution draft.

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And once I select it, I just want to make sure that I double-quick.

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Okay, now I can see that the file has pulled in, and in order to see that file here in the table, I can either click my save button in the top left corner or just click away to any other line.

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Now this particular resolution does not have a, does not have a title on it, just one of those tests that we ran yesterday.

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But if I want to move it, let's say that I know that resolutions don't belong here under reports.

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I can come over to the far left side and I see that I have a triangle here on the line that I'm currently on.

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Here I'll go ahead and drag this file down to where it belongs. Maybe it's a first reading resolution.

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Once I select that line and drop that line, I will see that I get a pop-up asking if I want to move this from one line to the other and I'll say okay.

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At this stage, just like before, if I need to go in and change the status to first reading or maybe get an approval to go ahead and finalize their action on the item.

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Maybe I realized that there's something wrong with the language here, and I just need to update the title.

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I can do all of that at this stage.

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Any questions so far, guys?

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No.

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Okay.

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Feel free to interrupt me if you do have any questions as we're going along.

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So now I've got in my additional file.

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But what if I had several files?

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Maybe a draft are called and said, hey, I've got temporary item number 18 19 and 20 and I need you to pull those into the meeting for the 22nd.

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It's a little bit late in the day. I'm pretty tired. I really don't want to have to add them all manually one by one like we just did.

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So instead, I'm going to choose to add many lines. Again, you can find that in your ad menu here along your bottom toolbar.

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or by right-clicking anywhere in your table.

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Selecting the add-many lines option will open up another section here.

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And this is going to show me lots of files.

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And just keep in mind that these files will also include files that have already been acted on.

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Now looking here, you'll see that you don't have the ability to tell based off of the title,

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which file you're selecting, and that's why using add many lines will be very important.

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It will be very important for you to select items that you know the file ID.

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Okay, so adding in a file.

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Individually, up top is going to give you the files title, using add many lines, well not.

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Here, in order to add any number of these items, you're simply going to select them.

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So I'm going to select a couple of these. I want to make sure I don't duplicate any we've already got in here.

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So actually, let's go ahead and select temporary six, and I'm going to hold down my control key.

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to get temporary seven, and actually I'll go ahead and take temporary eight here, or temporary ten here as well.

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Selecting all three of those, I'm then going to use the arrow here next to my add many lines menu, and that will pull all of those into my agenda.

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So now I've got 6, 7 and 10 here and I know that this is actually an ordinance, so here for my second reading of this ordinance, I can again come over to the left hand side and then drag that ordinance to where it belongs on the agenda.

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Again, once I drag it down, I'll get a pop up asking if I want to move it from one place to the other and I'll say okay.

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Now here's so that we can get a little bit more cleaned up here.

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And I do know that you guys use first reading or whatever reading it is for your resolutions.

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So I want to make sure that these look like a more appropriate representation of what you would see.

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So I'm going to go ahead and double click on this first on temporary seven.

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I'm now going to go up to agenda ready and just update that to first reading or second reading.

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So I did have to unlock the file here along the top toolbar and now I'll come down and select

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first reading and save.

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Once I hit that go back button, I can see that that update has been made.

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I'll do the same thing for just above it,

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unlock,

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first reading, save, and then lock it back up,

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safe and sound, and then I'll go back.

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Now, with this blank draft file that we pulled in, I'm just going to go ahead and delete that one.

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Again, clicking that delete line is going to give me a pop up asking me to confirm my action.

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All right, so now we're looking basically the way that we would expect to look here.

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My question for you, team, is there anything that you would typically do that is not included here in your pre-build?

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So for example, might you change any of the language here in your headers or even here in the comment language for your committee meetings?

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If I open that comment language, I can see that comment language starting here, I can click on my magnifying glass and that will show me all of the information here.

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Okay, we see that we have some blank blind lines here.

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So might we then add in some additional date information or additional meetings?

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Well, this is all Tom. We're all committee people, so we don't deal with city council agendas.

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And Tom's not here today.

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Good. Okay. Well, for you, Todd, as you listen back on this meeting, don't forget here that you do have these prebuilt sections here where you might want to come in and just update where you have kind of some

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sections to fill in the blanks. Maybe I'm jumping ahead but as far as accepting the minutes I see

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that he has that as a header but in our current system it actually ties to the minutes of the previous

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leading so then it can work them as accepted. Would that something similar happen here?

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Can you further explain what you mean in terms of how that works in your current?

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Basically we're setting up the agenda in minute track. We go to a minutes tab, select the meeting,

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that has the minutes we want to or need to be accepted. And so then we would double click it

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which sends a t-

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And then that way it lists out the date of the meeting under the acceptance of minutes. And then it essentially when you're doing your minutes, then you put in your approved who voted or how it was voted. And then it in the system marks the minutes as accepted.

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Gotcha. That will be a different process here in Legislar. So here in Legislar, you will create your minutes document, and then you'll create a file, attaching that minutes document to it. So here, you'll actually have the ability to, where you have lines for reports, or you have an item for Proclamation, you would have an actual item for your minutes, and that would fall then under this line.

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Yeah, that sounds similar to what we do in minute track.

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Gotcha.

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I guess that item is automatically created when we generate our minutes.

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We just have to tie that past meeting to the upcoming meeting.

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So it knows which one is being voted on.

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So that item is not automatically created.

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You would create that item when you finished working on your minutes.

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So we'll talk about it when we get into minutes in a couple of days.

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But yeah, so you'll see how that process goes.

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You'll create the minutes once you are confident with the minutes as they are.

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There's no additional changes that need to be made to it.

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You've captured all of your votes, et cetera.

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Then you'll go in and you'll save a copy of those minutes.

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And then you'll create a new file just like we did yesterday.

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except that new file will be a minutes file and you'll add your actual minutes document as an attachment to that file.

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And then that gets out of here.

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Yeah, so slight difference there in terms of the way you'll do that.

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Any other questions?

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It's a really good question.

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Okay.

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Now you'll notice that as we are moving through our work here on our agenda's module, you do have your edit button up here towards the top, as well as a tools menu.

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This tools menu is going to be very helpful for you, but especially because we still are working with a lot of temporary IDs.

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And we want to make sure that we assign the permanent file IDs here as we're, you know, working around to the finalizing of this process.

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So now that we've got all of the items that we expect to see on this agenda, I'm ready to come up to my tools menu and select assign file IDs.

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Once I select that button, I will get a popup asking me if I'm sure I want to assign permanent file IDs to be selected files and I want to say yes.

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We should just take a second here.

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I don't think to be updating.

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Let me take a quick look here in your legislative files section and just make sure.

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Okay, now do you guys assign a permanent number here for your ordinances and resolutions

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or you expect those to automatically fill in?

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I don't know what Todd's decision was on that.

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I know for my meeting bodies, I need to be able to assign the permanent name.

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I would rather not deal with the temporary.

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I need to assign it from the get-go because I've already done that before I even get to legislature.

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So, and what, which files do you typically work with?

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I am BZA, HRC, and MPC.

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Okay, BZA, I see has a general ID.

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So, when creating a BZA file, those should automatically have a regular ID here.

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If you wanted them to be marked as BZA numbers, though, is that what you're expecting for those?

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Yeah, I needed to be able to assign it like 2023 BZA 04.

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Okay, that's not a problem. Let me go ahead and update that. Let me pull this over so that you guys can see what I'm doing here.

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going to minimize the screen. Okay, so these are all of your file type names. These are all the

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file types that are currently in your system. Here I'm under legislative files. I can see that the

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BZA case file type is currently marked to auto key with a general ID number. Auto key just means that

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This is what it will be assigned at the time that it's created.

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When I take a look at auto numbering,

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this is showing me what those auto numbers are.

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So for example, we do have a BZA number key name,

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and that would come in 2023-BZA.

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Now, it's possible that Carolyn's assigned these

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under general ID because you guys are still currently

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in training and maybe she doesn't want you to necessarily use the real BVA prefix until you've

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actually gone live. Which would you prefer there? Would you prefer to continue using the BVA numbers

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even during your training process?

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I just need to make sure I can enter the number that I've assigned

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prior to legislature.

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Okay, you can always, yeah, just type into your file ID number and change it manually as well.

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But I just want to make sure that you know that these BCA number prefixes do already exist.

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So I can certainly set it to automatically do that for you if you'd prefer, even though you're still currently training.

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I guess I'm not understanding the difference or what you're asking me. I'm sorry.

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No, it's okay. So let's take a look at what we're seeing now.

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But we're seeing right now, this is a BZA file and I just changed it to city council and updated the file ID.

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So if this was still listed as a BZA, this was one that you had typed in the file ID number.

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So this number here was like 2023-BZA-17.

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Okay, now if this were a real BCO file and you guys were live right now, would you want for that number to automatically be generated from

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Let's start without you having to update it manually?

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No.

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Okay.

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So then we do want to keep it then as a general ID.

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That way you can write over it.

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that's in there.

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Okay, yeah, so.

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The same thing can be said of these other files here.

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So we can see where other files are marked

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with either a general ID or a temporary ID.

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We also see MPC numbers here.

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If we wanted for the automatic number

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created at the time that we create that new file.

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So let's say that when I create a new committee schedule item,

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right away it just says item number 30. If I wanted to have it say something different like, for example, 23-HRC, then maybe I would want to change that auto key from general ID to HRC member. So that makes sense.

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So effectively these are your file types here under legislative files and your auto key refers to how the file IDs are assigned to each of those files.

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Here in the EN key or the enactment key, when we go to choose the assigned permanent file IDs option from your tools menu,

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That will change all of these temporaries to a permanent file ID.

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And if we assign an enactment key to, let's say, our ordinances and our resolutions,

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then we can see that the auto numbering option that we've chosen back here.

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So maybe we've chosen something different from temporary ID for our in EN key.

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So if you chose in resolution number or res an experiment number, we can see that that will change from the temporary ID here to whatever that resolution number is that we've selected for the EN key.

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So I just want to make sure that you guys know.

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How that temporary ID system works, that the temporary IDs will automatically switch over. If you have an enactment key number here in this, in this column, that's assigned based off of a different type of auto numbering system.

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So, if I'm following what you're saying, it looks like the MPC case auto key needs to be changed to general ID.

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only if that's what you want. So what needs to be the same as BCA and HRC so that I can put in what the case number is.

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I don't want legislature signing it already. Well then I can go ahead and update that here under auto key. I'll just change that to general ID.

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click save. And so now whenever you create one of those file types instead of getting an automatic MPC case number, you'll get a general ID and you can just update it.

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Okay. Thank you.

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You're welcome.

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Anybody else have any questions on that? I am going to leave this as it is for now, especially with Todd not here today.

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He can let me know if he would like to move these from temporary and to the real numbers later.

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But for now, I'm going to go ahead and leave them.

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But does anybody have any questions on that?

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Okay.

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So if we do have enactment numbers assigned to these file types,

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we'll see these numbers change when we assign those final ID or those final numbers.

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Okay, so again that was just going to the tools menu and then clicking assign file IDs.

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So now assuming I've got all of my file IDs correct here.

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I'm ready to either take a look at my draft or I'm ready to auto number.

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Now which step you do first is entirely up to you.

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Personally, I like to auto number after I've seen a copy of my draft, because sometimes, especially when moving a little quickly, I might miss, let's say, a first reading that I've put under second reading.

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And in that case, I'm going to have to move it back out of second reading and that will, of course, alter its number, so I'll have to auto number a second time.

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But you may feel really confident and good about doing your process and you might be more accustomed to auto numbering your agenda in advance of the drafting process.

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And so either one of those is perfectly fine.

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In order to auto number your agenda, you'll come down here to the bottom toolbar and select the auto number button.

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And that will assign numbers to each of the individual items here on this agenda.

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For me, I like to take a look at my draft first, so let's do that.

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Here in the top right corner, I'm going to select my report dropdown.

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Next, I'll select meeting agenda.

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This is the template for my agenda.

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And all of my settings should be correct at this stage.

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These settings should be based off of the choices that you made during configuration.

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In terms of what you wanted to see on the agenda, so things like show cover will determine whether or not there's a cover page for the agenda.

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Show file ID will determine whether or not the actual in-house file ID is shown on the final agenda.

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Show agenda status. So this status is currently in draft. Having this check means that we'll see that this is a draft on that agenda.

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Show, legislative file sponsors, and you guys aren't using sponsors, but if you did, this would allow them to show list attachments.

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If we have attachments on any number of items here on the agenda, we could have this checked in order to see those attachments listed.

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If we only want to see attachments on the agenda packet, then we can leave this unchecked.

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00:34:29,070 --> 00:34:42,770
Show agenda notes. This is for those notes that we have on our calendar tab. So where this is currently marked as a training agenda, we will see that this is marked as a training agenda.

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00:34:44,650 --> 00:34:52,810
If we had this marked as let's say a special meeting, then we would see special meeting on our final agenda.

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Show legislative file history.

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00:34:57,410 --> 00:34:59,970
If we have a file that is on this agenda.

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00:35:00,000 --> 00:35:09,800
That was previously on another agenda. We could have this box checked to be able to see its history from being on a previous meeting.

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00:35:11,200 --> 00:35:19,380
So legislative file history notes. Similarly, if there were notes on this file from that previous meeting, we would see them here.

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00:35:20,660 --> 00:35:27,660
keep sections together. Where it can legislars going to do its best to keep all of those sections

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00:35:28,500 --> 00:35:37,100
in one place. So if it means that they have to move a couple of lines into the next page

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00:35:37,100 --> 00:35:44,660
in order to keep a full section together it will so basically not not breaking apart paragraphs.

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00:35:46,130 --> 00:35:55,370
Here, show.title. This is a tricky one. This sometimes makes people think that they are

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00:35:55,970 --> 00:36:04,150
going to be showing the actual title that was added to the file. Your title will automatically

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show. This show.title box is going to allow you to show the title as it was placed on

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00:36:12,570 --> 00:36:20,690
via gender item in the word. So let's say that I went in and whenever I create my files,

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00:36:21,090 --> 00:36:29,530
I create all of my word templates in hot pink comic sands. Clicking this show dot that title box

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will show my title in hot pink comic sands on my final agenda. Typically not desired,

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00:36:36,070 --> 00:36:40,250
but this is entirely up to you and it is an option here.

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Here under sections, you will already see these pulled in as those are part of your template.

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But in the event that you were building out new templates, you could come in and select these additional boxes here as well.

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00:36:58,890 --> 00:37:05,090
All right, now up top we can see that we currently are marked for the destination of Acrobat Format PDF.

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00:37:05,610 --> 00:37:09,970
And that's perfect because we just want to see the draft we're not ready to publish just yet.

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00:37:09,970 --> 00:37:16,930
But clicking on this drop down here for destination will show you that you have lots of other options here.

324
00:37:17,550 --> 00:37:24,970
So you could certainly send this as an email if you wanted to send over a copy of this draft without having to download it yourself.

325
00:37:26,090 --> 00:37:27,090
Excuse me.

326
00:37:27,610 --> 00:37:29,630
You could also print this document.

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You could publish from here and we'll be talking about that here in just a few minutes.

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00:37:36,250 --> 00:37:41,370
You can also run the agenda packet if you just want to view the packet as a draft at this

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page.

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00:37:43,450 --> 00:37:48,510
And then here if you're using our Guv Delivery Send Agenda option, you do have the ability

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00:37:48,510 --> 00:37:50,750
to send it from here as well.

332
00:37:52,290 --> 00:37:56,350
I do not advise using Word document or RTF here.

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00:37:56,570 --> 00:38:03,910
These can sometimes come out a bit wonky from Word trying to read the formatting that your

334
00:38:03,910 --> 00:38:09,030
just star template has built. So that template is is built for

335
00:38:09,030 --> 00:38:13,030
legislature and is not built for word. So sometimes that

336
00:38:13,030 --> 00:38:18,030
does come out a bit wonky. And then here internet HTML file if you just wanted

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00:38:18,030 --> 00:38:20,950
to see it in that format you could just keep in mind that

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will strip most of your formatting as well. So here we'll leave the

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destination on acrobat format PDF.

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00:38:31,930 --> 00:38:33,290
We don't need to worry about

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including any attachments. We won't even be listing any attachments. And at this stage, we

342
00:38:38,870 --> 00:38:43,770
don't necessarily need to save the report. However, if you did want to save a draft copy,

343
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you certainly could by checking this box.

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All right. We've got all of our settings in place

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00:38:50,950 --> 00:38:56,050
and our destination is correct. We're going to come up to the top left corner and select the

346
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button.

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00:39:01,920 --> 00:39:09,780
Once we click that run button, we are going to generate a copy of the agenda and at this

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stage we can now review our draft. I can see here up top, this is where it's showing me my draft status.

349
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I can see my agenda notes here where it says training agenda, otherwise it might say regular meeting

350
00:39:25,700 --> 00:39:33,360
or something to that effect. I'm now able to scroll through and review the information as it's

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presented. Here I can see each of the items, as well as the item numbers, we'll be able to review

352
00:39:42,620 --> 00:39:49,620
all of this information. You'll see that one of the items that we pulled in is hyperlinked and the

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00:39:49,620 --> 00:39:56,420
others are not. That's because this item was on a previous meeting agenda. If it was on a previous

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agenda and it was published, then there is a link already.

355
00:40:00,000 --> 00:40:13,180
For it on insight. Once we go through and publish our agenda and finalize this agenda, we will find that the links for all of our other items start to hyperlink as well,

356
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ordinances here for first reading.

357
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Now I've got everything here that I need if I needed to move anything. Let's say that I wanted to see resolutions for first reading at the top of this next page,

358
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so that it would show directly on top of these items here.

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But when I do that, I can add in a page break.

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Other than that, I think we're good to go. So I'll go ahead and move back into my agenda.

361
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Here in my reports tab, in order to go back to the agenda, I click the close button here,

362
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and the top right corner.

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Once I've selected that close button, I'm now ready to click on my

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00:41:00,950 --> 00:41:07,910
auto number button. They're at the bottom toolbar. I get a pop up asking me to confirm that I want

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to auto number my history line items and I'll say yes.

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00:41:19,800 --> 00:41:22,860
Okay. All of those items are now marked

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with a unique number. Now I'm ready to go ahead and add in my page break. I'll select the

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resolutions for first reading line and add in a line before this one.

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There on my blank line,

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00:41:39,240 --> 00:41:43,620
I'll come up to the top left corner and select header or comment.

371
00:41:44,280 --> 00:41:46,620
I'm looking to type in information here.

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00:41:46,920 --> 00:41:50,240
I don't need to add in a file, so I want to select header comment.

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00:41:52,060 --> 00:41:55,480
Here in my description box, so it's going to show right here.

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00:41:55,920 --> 00:41:58,180
I'm going to type in the words page break.

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00:41:59,160 --> 00:42:03,180
This is all I need to do in order to add in a page break.

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I can either click away or click my save button in the top left corner and that will show my

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page break here in the table below.

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00:42:15,910 --> 00:42:23,790
Now that I am auto numbered and I have my page break added I can do one more draft before I go ahead

379
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and finalize and publish my meeting.

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00:42:28,730 --> 00:42:35,550
Coming back to my reports tab now I'm again going to leave my destination in PDF and I'll go ahead

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click the Run button.

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00:42:45,750 --> 00:42:51,830
Second draft here. I'll scroll down. I see those numbers are now assigned

383
00:42:51,830 --> 00:42:53,110
to each of my items.

384
00:42:55,470 --> 00:42:59,610
I can see resolution for first reading has moved on to the next page,

385
00:42:59,630 --> 00:43:05,050
just above all of those files. So I like the way that that looks at this page.

386
00:43:07,300 --> 00:43:07,620
All right,

387
00:43:08,220 --> 00:43:15,540
I'm good to go. I'll go ahead and close out of my draft and close out of my reports tab.

388
00:43:16,280 --> 00:43:19,860
I'll now move back into my calendar tab.

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I want to make sure that I stay highlighted on this meeting agenda line.

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00:43:26,840 --> 00:43:28,660
So here I'm still on my training agenda.

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00:43:29,780 --> 00:43:36,320
And now I'll go up to draft and change this from draft status to now in final status.

392
00:43:38,020 --> 00:43:42,400
Now you will notice that you have some other statuses here in this list.

393
00:43:43,580 --> 00:43:47,620
Above draft, we see that we have the closed status.

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00:43:49,280 --> 00:43:58,920
Close is our way of saying, and agenda person is working on this, but I don't want any additional new items being submitted for this agenda.

395
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So any new agenda items will have to be submitted for the next one.

396
00:44:06,090 --> 00:44:10,650
Next, we can see that we have final revised under final.

397
00:44:10,650 --> 00:44:19,850
Final revised is, of course, for any time we have to go in and make any changes or updates to our already published agenda.

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00:44:21,610 --> 00:44:23,090
And then lastly, we have hidden.

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00:44:23,930 --> 00:44:34,970
Hidden does not hide an agenda from people who are working within Legislature, but it does hide an agenda from your insight page, so it's not visible publicly.

400
00:44:36,630 --> 00:44:42,550
Selecting the hidden status is a great option if you are looking to create a training

401
00:44:42,550 --> 00:44:49,930
agenda and be able to submit items to go on to that training agenda. That way it is

402
00:44:49,930 --> 00:44:55,790
all internal only here in legislature and you can trust that only the people who work

403
00:44:55,790 --> 00:44:58,790
here within, let's just start, are able to see it.

404
00:44:59,550 --> 00:44:59,970
I actually,

405
00:45:00,000 --> 00:45:09,880
Recommend to many of my clients that they use a hidden agenda even once a month or so, just to give people a place to sandbox.

406
00:45:12,280 --> 00:45:17,400
Now, we've selected final gear and this is the beginning of the publishing process.

407
00:45:18,280 --> 00:45:22,720
Selecting final is going to publish our meeting details to insight.

408
00:45:22,720 --> 00:45:34,360
If you're a member from when we briefly looked at it yesterday, publishing your meeting details is going to send insight a list of all of the items that are on this upcoming agenda.

409
00:45:35,200 --> 00:45:43,280
And it's going to give your constituents the ability to see what kind of files they are where they're going.

410
00:45:43,280 --> 00:45:53,660
And then they are also able to review any supporting documentation, so attachments, any associations that may have been listed, etc.

411
00:45:54,020 --> 00:45:58,100
So it's effectively their way of prepping for the meeting in advance.

412
00:45:58,800 --> 00:46:01,380
Again, just a way to kind of increase transparency.

413
00:46:03,440 --> 00:46:09,180
Once you select the status of final, you'll go up to the top left corner and save that change.

414
00:46:09,940 --> 00:46:16,380
Once you see that the meeting is in final status in the table below, you're ready to now publish.

415
00:46:17,720 --> 00:46:25,520
In order to publish, you don't have to go back into the agenda. You can just make sure it's still highlighted here and just click on that reports tab again.

416
00:46:26,500 --> 00:46:28,180
Here I'll select meeting agenda.

417
00:46:28,180 --> 00:46:31,620
And this time, I'm going to change my destination.

418
00:46:32,900 --> 00:46:36,240
Here, I'll go first to publish my agenda.

419
00:46:37,100 --> 00:46:38,220
And in order to do that,

420
00:46:38,240 --> 00:46:41,520
I'm going to select publish to insight calendar PDF.

421
00:46:44,000 --> 00:46:47,840
Next, I'll go up to the top left corner and select the run button.

422
00:46:48,220 --> 00:46:52,420
This is going to publish my agenda to my insight page.

423
00:46:54,200 --> 00:46:57,360
Now, on my other, on my other screen there,

424
00:46:57,360 --> 00:47:08,780
I did get a pop up, just showing me that here on your legislator page, you're going to have a copy of this agenda. So showing me what that agenda looks like. And as you can see.

425
00:47:09,300 --> 00:47:15,820
Perfect. We've already got all of those items highlighted. So that shows us that they are already hyperlinks.

426
00:47:16,300 --> 00:47:20,080
We're going to be able to find them on your insight page.

427
00:47:22,030 --> 00:47:26,150
Now that we've published the agenda, we're ready to publish the packet.

428
00:47:26,870 --> 00:47:30,930
If you don't publish a packet for your meeting body, you can skip this step.

429
00:47:32,490 --> 00:47:37,630
Here under destination, I'll find the option publish packet to insight PDF.

430
00:47:38,750 --> 00:47:41,450
And now again, I'll go ahead and select Run.

431
00:47:43,210 --> 00:47:43,770
Let's see.

432
00:47:44,170 --> 00:47:49,150
Looks like we've got a couple of attachments that we are having some trouble with.

433
00:47:49,150 --> 00:47:56,130
Let's see, exhibit a new logo agenda item 502.

434
00:47:56,790 --> 00:47:59,430
Does anybody know what kind of files those are?

435
00:48:02,820 --> 00:48:04,320
No. No idea.

436
00:48:04,960 --> 00:48:05,240
Okay.

437
00:48:05,720 --> 00:48:08,020
I'm going to go ahead and just say yes here to continue.

438
00:48:09,080 --> 00:48:16,600
We do currently have something where some word documents don't automatically transition into PDFs.

439
00:48:16,600 --> 00:48:21,380
So if these are word documents, it's very well possible that that is what this is.

440
00:48:21,980 --> 00:48:26,480
And if so, I'm going to add you guys to the list of clients who are experiencing issues with that.

441
00:48:26,620 --> 00:48:28,760
But I'll check into that in just a moment here.

442
00:48:29,040 --> 00:48:34,800
I'm just going to take a screenshot so that I can come back to that item number.

443
00:48:37,850 --> 00:48:37,890
Okay.

444
00:48:39,290 --> 00:48:40,570
Yes, I want to continue.

445
00:48:41,470 --> 00:48:46,070
And now I get a pop up here showing me the progress of my coalition.

446
00:48:46,070 --> 00:48:46,970
Now,

447
00:48:50,520 --> 00:48:54,960
this typically is only going to take a couple of minutes, but if you have a very

448
00:48:54,960 --> 00:48:58,120
longer agenda, you can't expect that it might take a little bit longer.

449
00:48:59,420 --> 00:49:03,140
Just keep this window here open and it will show you once you're done.

450
00:49:12,050 --> 00:49:17,970
Once it's all finished, that pop-up window will go away and a new window came up for me.

451
00:49:18,630 --> 00:49:20,970
This window is showing me my packet now.

452
00:49:20,970 --> 00:49:28,970
So here I have a table of contents, I've got all of the information here pertaining to all of those attachments as well.

453
00:49:29,430 --> 00:49:41,810
I can scroll through and see my agenda as it was built and then I can scroll further to be able to review the staff report and PDF for all of those items.

454
00:49:57,040 --> 00:49:59,960
Any questions here on any parts?

455
00:50:00,000 --> 00:50:11,500
Of this process. I have a few. All right, let's hear him. So talking about item numbering, we don't number our items. Do we have to do that step?

456
00:50:12,060 --> 00:50:26,480
You do not absolutely not. You can skip it. All right. And then on the report dropped down that selection menu. It had like, I think it was agenda one. Yeah, that.

457
00:50:26,480 --> 00:50:32,700
Can we change the names of those so it makes sense as to what we might be choosing there?

458
00:50:33,160 --> 00:50:38,520
Yeah, absolutely. You can find the names for these in your admin section.

459
00:50:40,660 --> 00:50:51,520
And so do you know by chance if your agendas all have, like, do you have a different agenda template for each of those?

460
00:50:52,040 --> 00:50:52,400
We should.

461
00:50:53,540 --> 00:50:54,640
We're supposed to.

462
00:50:54,640 --> 00:51:00,560
Okay, there's a lot of times I see that there's like only really one or two templates actually built in.

463
00:51:01,540 --> 00:51:07,200
So if you have other reports here, just a second to get to your reports.

464
00:51:11,960 --> 00:51:18,140
So here in administration, you're going to go under report design, just minimize these other ones.

465
00:51:18,360 --> 00:51:20,320
So it's a little easier for you guys to see what I'm doing.

466
00:51:21,040 --> 00:51:25,100
Here under report design, we're going to go all the way down to the bottom to reports.

467
00:51:26,140 --> 00:51:34,100
I'm going to change my program area to, you know, gosh, what's the word?

468
00:51:34,720 --> 00:51:34,760
Sort.

469
00:51:36,040 --> 00:51:36,200
Yeah.

470
00:51:36,480 --> 00:51:37,020
I'm going to start.

471
00:51:37,780 --> 00:51:37,980
Yes.

472
00:51:38,240 --> 00:51:39,160
Thank you.

473
00:51:39,900 --> 00:51:40,080
Yeah.

474
00:51:40,080 --> 00:51:44,200
I'm going to alphabetize this so that I can see my agenda's all together here.

475
00:51:44,640 --> 00:51:49,200
So here meeting agenda one, you can absolutely change the report name.

476
00:51:50,300 --> 00:51:53,580
Or the display name here is going to be just meeting agenda.

477
00:51:53,580 --> 00:51:59,740
So that's that first one we saw meeting agenda 2 still set as meeting agenda 2.

478
00:52:01,220 --> 00:52:08,510
So yeah, you're able to come in and update that language as you like I'm guessing those are still being built for us.

479
00:52:09,300 --> 00:52:17,520
It's very well possible. Typically we only see one or two meeting agendas actually completed at this stage.

480
00:52:17,520 --> 00:52:25,440
You know, go live is typically the point where our design team is aiming to make sure that all of these things are done for you.

481
00:52:25,980 --> 00:52:37,620
But we usually only focus on primary legislative body because we do typically work on a relatively short amount of time between the time that you've started your configuration and the time that you meet up with me for training.

482
00:52:39,660 --> 00:52:46,880
If these are not done yet, then absolutely you might want to wait a little bit until you see them and know which one is which.

483
00:52:47,920 --> 00:52:53,600
But if they are done, you can certainly come in and run copies of them here under the reports tab.

484
00:52:54,120 --> 00:53:00,080
Just to confirm, okay, this is the one for BZA, or this is the one for, you know, what have you.

485
00:53:00,360 --> 00:53:03,760
And in that case, you'd be able to go ahead and rename them there in administration.

486
00:53:04,580 --> 00:53:12,780
Okay, and then are we going to get an instructions document for agendas like we did for files yesterday?

487
00:53:14,000 --> 00:53:18,160
So we don't build a custom guide for building out agendas.

488
00:53:18,900 --> 00:53:25,440
That being said, I do have a personal agenda guide that I've created and I'm happy to share that to you guys.

489
00:53:26,520 --> 00:53:31,500
It is effectively, you know, a list of all the different steps that you can take.

490
00:53:32,440 --> 00:53:36,140
Actually, why don't I go ahead, I'll send that to you guys now.

491
00:53:40,320 --> 00:53:41,000
Let's see,

492
00:53:47,980 --> 00:53:52,840
I'm going to actually share it here through Zoom, so can you just a sec.

493
00:53:53,760 --> 00:54:01,440
And then I'll also attach a copy of it to, to a recording of today's call as well.

494
00:54:01,620 --> 00:54:03,600
So you'll have access to it in Media Manager.

495
00:54:07,800 --> 00:54:08,980
This is the A to Z guide.

496
00:54:14,600 --> 00:54:26,760
Hopefully you guys can all see that there in the chat. It is a PDF. So feel free to open that up, take a look at it, and then we can use that as kind of a step by step.

497
00:54:29,750 --> 00:54:31,350
Are you guys able to see that?

498
00:54:38,100 --> 00:54:38,460
Yes.

499
00:54:38,980 --> 00:54:39,340
Awesome.

500
00:54:42,240 --> 00:54:42,580
Okay.

501
00:54:43,020 --> 00:54:46,540
Any other questions here on the agenda process?

502
00:54:51,440 --> 00:54:59,000
Okay, so let's take a quick look at your, let's just start page, your insight page rather.

503
00:55:00,370 --> 00:55:25,430
And let's see how much of that info is published already. Awesome, all of it. So here on your insight page, you can expect that as you go through those steps of finalizing, which publishes your meeting details, publishing your agenda, and then publishing your packet, you can expect that this could take a few minutes, even all the way up to like 15 minutes to publish each of those individual things.

504
00:55:25,430 --> 00:55:30,650
You guys the system is running very fast, so I can see that these are all here.

505
00:55:31,350 --> 00:55:36,310
When we publish those meeting details, that published all of our items here.

506
00:55:36,450 --> 00:55:42,990
We can see we've got seven records showing us all of these items that are going to show on this agenda.

507
00:55:43,930 --> 00:55:49,730
If I'm a constituent, I may be particularly interested in maybe this proclamation.

508
00:55:49,730 --> 00:55:54,770
And that at that stage, I could click on the file number for that proclamation.

509
00:55:55,450 --> 00:56:00,510
If there's any additional supporting documentation, et cetera, I think you've been eye on it.

510
00:56:00,910 --> 00:56:05,230
I could even go in and bookmark this page so that after the meeting has happened,

511
00:56:05,470 --> 00:56:10,870
I can come directly back here and see what actions were taken, what the result was,

512
00:56:11,290 --> 00:56:16,730
and if there was a video clip, where it was timestamped to see that particular section of the meeting,

513
00:56:16,990 --> 00:56:18,690
I could come in and see that as well.

514
00:56:21,770 --> 00:56:26,630
Additionally, of course, I can also go in and review the agenda packet

515
00:56:30,600 --> 00:56:32,900
or the agenda itself.

516
00:56:37,100 --> 00:56:41,360
Any questions there on publishing or what we're seeing here on insight?

517
00:56:46,600 --> 00:56:47,720
All right.

518
00:56:47,960 --> 00:56:51,760
Well, then guys, let's take about a 10 to 15 minute break.

519
00:56:51,920 --> 00:56:53,580
So let's come back at 15 after.

520
00:56:54,440 --> 00:56:58,660
Go ahead and stretch your legs and then what we'll do is when we come back,

521
00:56:58,660 --> 00:57:01,260
I'll have all of you work on your own agendas

522
00:57:01,260 --> 00:57:03,380
where you can kind of play around in the system.

523
00:57:03,660 --> 00:57:04,180
Sound good?

524
00:57:05,500 --> 00:57:05,700
Okay.

525
00:57:06,400 --> 00:57:08,000
All right, I'll see you guys at 15 after.

526
00:57:14,340 --> 00:57:18,600
Is I'll have everyone go ahead and create an agenda date.

527
00:57:19,460 --> 00:57:22,680
So here you'll all enter into your agendas module.

528
00:57:24,940 --> 00:57:28,620
If there are any questions, of course,

529
00:57:28,800 --> 00:57:31,860
you guys feel free to pause at any time during the process

530
00:57:31,860 --> 00:57:33,080
and ask away.

531
00:57:33,080 --> 00:57:38,520
I'm going to have you come into your agendas modules and create yourselves and agendas

532
00:57:39,140 --> 00:57:39,700
date.

533
00:57:40,960 --> 00:57:46,180
For your agendas dates, what I will ask is that you'll keep your agendas dates sometime

534
00:57:46,180 --> 00:57:47,440
next week.

535
00:57:48,320 --> 00:57:54,940
So we have one on the 26th if somebody wanted to snag that and just change it to a different

536
00:57:54,940 --> 00:57:55,540
meeting body.

537
00:57:55,660 --> 00:58:00,260
I do believe Carolyn's been working on getting those other meeting bodies in the system, so

538
00:58:00,260 --> 00:58:07,160
did see more of them in there today, so if somebody wanted to steal this existing one here,

539
00:58:07,300 --> 00:58:12,960
then I just created earlier this morning, you'll just update here your date if you wanted

540
00:58:12,960 --> 00:58:21,380
to and then change what meeting body it's for. You can then take those notes that notes section

541
00:58:21,380 --> 00:58:27,980
and just rename it, so I would suggest that you put your own name there. If you are creating

542
00:58:27,980 --> 00:58:32,940
anyone from scratch, you'll come up to your top toolbar and select the new button.

543
00:58:33,700 --> 00:58:38,900
Once you've selected the new button, all of this basic information down below will automatically

544
00:58:38,900 --> 00:58:47,640
start to fill in. You can then update your meeting body and you should be able to update

545
00:58:47,640 --> 00:58:53,800
your location if you'd like, your date and time. And again, lastly, there in your

546
00:58:53,800 --> 00:59:00,060
section just make sure you update that to be your name and then once everybody's done with that

547
00:59:00,060 --> 00:59:01,260
step let me know.

548
00:59:50,800 --> 00:59:51,920
I don't know what it is.

549
01:00:19,250 --> 01:00:23,430
Can you pick your date? Can you time?

550
01:00:25,430 --> 01:00:28,890
Yep, so okay, and wrapped. We're done here.

551
01:00:32,380 --> 01:00:33,180
I didn't.

552
01:00:35,900 --> 01:00:39,360
I picked the date of my next move. I really wasn't on there. I picked the choice.

553
01:00:39,520 --> 01:00:44,100
I think they have to be one of those. I think it had to just be next week.

554
01:00:44,260 --> 01:00:46,540
I think she asked. Well, that's just one.

555
01:00:46,660 --> 01:00:50,160
Is that next week? It is next week. Okay, so that works. There you go. Perfect.

556
01:01:04,640 --> 01:01:15,180
So I see Brad with a meeting for the 12th. I see Lacy with a meeting for the 28. Looks like we might just be waiting on one or two more meetings.

557
01:01:15,820 --> 01:01:21,300
What's probably me? This is Judy. So where I've filled out everything. Where do I put a name?

558
01:01:22,160 --> 01:01:26,260
Here in your notes section, or in the notes, sorry, I missed that.

559
01:01:26,620 --> 01:01:27,100
No worries.

560
01:01:35,080 --> 01:01:36,940
Do I hit something after that then?

561
01:01:37,140 --> 01:01:39,580
I just want to click the save button in the top left corner.

562
01:01:39,840 --> 01:01:40,900
Then I'll do it.

563
01:01:48,030 --> 01:01:48,950
Did it work?

564
01:01:53,650 --> 01:01:54,450
I'm not seeing it.

565
01:01:55,150 --> 01:01:56,870
I might not highlight it.

566
01:01:59,120 --> 01:02:00,880
My save button is not.

567
01:02:03,760 --> 01:02:07,820
And did you click the new button when you went to add it in?

568
01:02:11,610 --> 01:02:11,890
Yeah.

569
01:02:15,010 --> 01:02:21,110
Okay, I'm not seeing one end here. Okay, let's try it again. Okay,

570
01:02:53,360 --> 01:02:55,120
yeah, there's a safe button.

571
01:02:56,970 --> 01:03:04,110
Let's see, you know what? I'll bet. I think they should did this and they're zooming. I wonder if I can get a nice thing. Maybe you can.

572
01:03:04,490 --> 01:03:05,530
So you can do one.

573
01:03:08,340 --> 01:03:10,980
Did you get mine? Yep, I've got it.

574
01:03:11,180 --> 01:03:14,000
I think now more rain's gonna try one. Okay.

575
01:03:17,210 --> 01:03:17,210
Okay,

576
01:03:19,360 --> 01:03:23,280
all right. Okay, what? Just go ahead and move on because mine's all screwy.

577
01:03:23,280 --> 01:03:33,100
just go ahead. Okay, no worries. All right, so let me go ahead and just give you a couple of

578
01:03:33,100 --> 01:03:39,440
files here. Everybody can feel free to select their agenda and just double click into it.

579
01:03:40,200 --> 01:03:47,260
So you can either double click or go up to that agenda tab there in your top left corner by calendar.

580
01:03:47,260 --> 01:03:49,160
and you can select that as well.

581
01:03:49,340 --> 01:03:51,420
That should open up your blank agenda.

582
01:03:56,590 --> 01:03:58,150
Oh, so there.

583
01:04:05,360 --> 01:04:06,220
Everybody there.

584
01:04:07,520 --> 01:04:09,420
I hit the final table, I don't have anything.

585
01:04:10,480 --> 01:04:11,220
Yep, perfect.

586
01:04:11,460 --> 01:04:14,960
Yep, you should see nothing there inside your agenda.

587
01:04:16,240 --> 01:04:17,520
That is a good thing.

588
01:04:17,660 --> 01:04:18,880
That's what we want to say.

589
01:04:24,120 --> 01:04:24,680
Okay.

590
01:04:25,400 --> 01:04:28,820
So now that you have all selected,

591
01:04:28,820 --> 01:04:38,180
Um, now that you've all come in and selected your agendas, you should be able to click the generate button at the bottom left corner.

592
01:04:38,940 --> 01:04:44,460
And that should pull in some files for you. I think everybody should have at least one or two that should pull in.

593
01:04:45,740 --> 01:04:46,620
Oh, sure.

594
01:04:47,700 --> 01:04:55,640
It's like it's good. Let's do this. Okay, and that didn't, I didn't think I don't have anything on the bottom.

595
01:04:58,250 --> 01:04:59,970
Okay. So when you're looking at your

596
01:05:04,440 --> 01:05:05,060
Okay,

597
01:05:08,480 --> 01:05:11,500
so does your screen look like this?

598
01:05:12,120 --> 01:05:16,180
It does accept these down here where it says generate all of this stuff.

599
01:05:16,360 --> 01:05:18,060
It doesn't show up on Judy's screen.

600
01:05:19,020 --> 01:05:26,400
Okay, is your screen, is your, your legislator window maximized?

601
01:05:26,460 --> 01:05:27,080
Yes.

602
01:05:27,920 --> 01:05:28,180
Okay.

603
01:05:28,180 --> 01:05:35,460
Um, and could you, I think we might sound the problem here.

604
01:05:37,220 --> 01:05:37,440
No?

605
01:05:37,820 --> 01:05:38,200
No?

606
01:05:38,420 --> 01:05:38,600
No.

607
01:05:39,220 --> 01:05:39,380
Okay.

608
01:05:41,740 --> 01:05:48,040
So, something that I sometimes see happening here is that the settings on your desktop,

609
01:05:48,040 --> 01:05:54,120
a desktop might be, um, might be interrupting what you're seeing here and what

610
01:05:54,120 --> 01:05:55,100
you're talking about.

611
01:05:55,220 --> 01:05:55,900
I think it is.

612
01:05:56,540 --> 01:06:04,300
So, let's see if I can remember how to get there, because it's a little bit, it's on your actual computer, not in your legislature.

613
01:06:05,720 --> 01:06:09,380
So I think it might be here in personalized, but we just double-check.

614
01:06:09,900 --> 01:06:11,080
No, I don't think that's it.

615
01:06:14,020 --> 01:06:15,520
Yeah, there's two bars.

616
01:06:20,060 --> 01:06:20,340
Okay.

617
01:06:21,680 --> 01:06:24,600
Now, this is what it looks like on my computer here.

618
01:06:24,760 --> 01:06:27,380
I'm under my display system settings.

619
01:06:29,500 --> 01:06:35,140
So you could just open up your system settings and

620
01:06:41,760 --> 01:06:45,860
what we're looking to update here is going to be your scale and layout.

621
01:06:46,240 --> 01:06:46,760
Okay.

622
01:06:47,420 --> 01:06:48,540
Right there.

623
01:06:49,580 --> 01:06:52,780
Now what's that number currently set at?

624
01:06:54,560 --> 01:06:55,320
100%.

625
01:06:55,320 --> 01:06:55,700
Really?

626
01:06:55,900 --> 01:06:56,440
It's at 100?

627
01:06:58,120 --> 01:06:58,340
Yes.

628
01:07:01,900 --> 01:07:05,420
Usually it's said it's something like, you know, 125 or 150.

629
01:07:06,220 --> 01:07:11,040
It gives me at 125 or 100 and it's already said it's 100.

630
01:07:13,680 --> 01:07:17,540
Let's try 125 and see if that does anything for you.

631
01:07:17,760 --> 01:07:19,660
It should be showing though, if it's at 100.

632
01:07:24,470 --> 01:07:25,570
Yeah, I would think.

633
01:07:26,210 --> 01:07:31,450
But at the, like, when we were back at the agenda screen,

634
01:07:31,810 --> 01:07:34,590
we received all the dates, and then at the bottom,

635
01:07:35,170 --> 01:07:39,610
there were two great boxes that went clear across the whole thing.

636
01:07:39,610 --> 01:07:41,370
But there was nothing there.

637
01:07:41,930 --> 01:07:46,070
But yeah, that, that generate those menus didn't show up.

638
01:07:46,090 --> 01:07:48,370
So like right now, where you're seeing the blue.

639
01:07:49,190 --> 01:07:53,530
Oops. Oh, here. Yeah, we can get down to April.

640
01:07:53,530 --> 01:07:58,300
But then there's two great boxes that go clear across just like this blue one

641
01:08:00,520 --> 01:08:05,090
What blue one this this blue box that you're eros in right now?

642
01:08:05,860 --> 01:08:11,340
It's blue on our screen anyway. Oh, okay. Oh, okay. I've got you

643
01:08:11,980 --> 01:08:17,460
There's two boxes here. I'm not sure why you would see two boxes there, but here in the agenda tab

644
01:08:17,460 --> 01:08:19,200
I would expect you to see

645
01:08:19,200 --> 01:08:26,800
to see that. Okay. Okay, go back to the agenda tab there. Let's get out of here.

646
01:08:29,510 --> 01:08:30,130
Yeah.

647
01:08:30,270 --> 01:08:36,990
Is that all this? Yeah. And what's everyone else able to generate their agendas?

648
01:08:38,710 --> 01:08:41,530
There it is. We got her found it.

649
01:08:41,610 --> 01:08:42,850
Yeah, I have mine.

650
01:08:43,650 --> 01:08:49,670
Okay. And so you guys have some items that pulled in there for you?

651
01:08:50,490 --> 01:08:59,550
Lacey and Brad, I have the outline setup, but I don't have any items, but I don't see either.

652
01:09:00,330 --> 01:09:06,950
Okay, so let me go over to my files module here because I was creating a couple of test files for everybody.

653
01:09:11,500 --> 01:09:13,680
And let me just set these to your meeting dates.

654
01:09:16,100 --> 01:09:19,460
Okay, so Lacey, what was your meeting date for the BZA meeting?

655
01:09:19,460 --> 01:09:21,100
So why 28?

656
01:09:21,660 --> 01:09:23,160
28. Perfect.

657
01:09:24,420 --> 01:09:26,820
That one and this one.

658
01:09:37,520 --> 01:09:40,480
Lacey if you want to just highlight everything there in your agenda.

659
01:09:40,880 --> 01:09:42,720
Like that delete button down at the bottom.

660
01:09:43,340 --> 01:09:45,240
And then regenerate your agenda.

661
01:09:46,980 --> 01:09:48,700
Brad, what date did you select?

662
01:09:48,800 --> 01:09:49,520
I think that's 27.

663
01:09:50,280 --> 01:09:50,680
Yes.

664
01:09:52,040 --> 01:09:52,360
Okay.

665
01:09:52,960 --> 01:09:55,800
Sir, I think I've got some in here for utilities commission.

666
01:09:58,460 --> 01:09:58,640
Okay.

667
01:10:41,600 --> 01:10:51,320
Okay, Brad, I'm going to have you do the same thing for me to go ahead and regenerate, highlight all of your lines, and then delete them and regenerate.

668
01:10:51,720 --> 01:10:53,340
I have two files on there now.

669
01:10:53,640 --> 01:10:54,080
Awesome.

670
01:10:55,040 --> 01:10:55,160
Thank you.

671
01:10:55,580 --> 01:10:58,160
And then let me just clear this.

672
01:10:58,320 --> 01:11:01,540
And I should have one or two here for shade tree as well.

673
01:11:06,450 --> 01:11:07,710
Okay, she found you.

674
01:11:07,710 --> 01:11:13,270
Okay, and what date did you guys select duty for the shade tree commission?

675
01:11:13,850 --> 01:11:16,190
25, all right, 25,

676
01:11:19,020 --> 01:11:24,200
so far I've only got one for you, so I'm just going to go ahead and copy this file, so you'll have a second record there.

677
01:11:40,940 --> 01:11:49,000
And then when she tells you I think is when I hit generate, I think okay,

678
01:11:51,370 --> 01:12:05,810
now if you have already generated and you're seeing headers on your screen you'll need to highlight all of your lines for your headers, delete them using the delete button, and then you can regenerate. If you haven't generated yet, then go ahead and generate now.

679
01:12:06,870 --> 01:12:09,110
Okay, let's go.

680
01:12:09,690 --> 01:12:10,130
Underages.

681
01:12:10,890 --> 01:12:11,970
Mm-hmm.

682
01:12:13,420 --> 01:12:15,060
Get under agenda tab.

683
01:12:17,190 --> 01:12:18,410
I'll try hitting generates.

684
01:12:18,870 --> 01:12:19,490
See what happens.

685
01:12:23,850 --> 01:12:25,510
No, I can't get mine to do anything.

686
01:12:26,590 --> 01:12:27,330
Nothing yet.

687
01:12:27,470 --> 01:12:28,510
Let's see.

688
01:12:30,600 --> 01:12:33,500
Let's see where shade tree is falling under here.

689
01:12:47,950 --> 01:12:49,870
So you're not getting headers either?

690
01:12:51,820 --> 01:12:56,200
The Judy screen looks exactly like your screen does on the zoom meeting.

691
01:12:57,040 --> 01:12:57,280
Okay.

692
01:12:57,280 --> 01:13:04,320
So when you select your generate button, you should be seeing some headers at the very least, so let me take a look here.

693
01:13:06,380 --> 01:13:07,520
Listen in the long thing.

694
01:13:09,800 --> 01:13:10,020
Okay.

695
01:13:10,500 --> 01:13:18,280
So here along the top, you should see Shade Tree and the Unification Commission for the July 25 meeting.

696
01:13:19,760 --> 01:13:21,600
And I'm going to click generate and see.

697
01:13:23,000 --> 01:13:24,900
Okay, so I did pull some files here,

698
01:13:24,900 --> 01:13:26,760
But I want to make sure that you can do it as well.

699
01:13:26,900 --> 01:13:28,300
So I'm going to delete these.

700
01:13:30,610 --> 01:13:34,070
And then what I'll have you guys do is come up to your home menu,

701
01:13:38,030 --> 01:13:39,030
go into your tools,

702
01:13:39,130 --> 01:13:42,570
and then select the Re-Fresh Administration button.

703
01:13:46,700 --> 01:13:49,160
I did just create a bunch of files for you guys.

704
01:13:49,160 --> 01:13:52,240
So it's possible that your system just has a cod up yet.

705
01:13:56,030 --> 01:14:02,170
Once you've refreshed administration, go back into your agenda's module, and then reopen

706
01:14:02,170 --> 01:14:04,130
your meeting and hit that generate button.

707
01:14:04,130 --> 01:14:07,290
Let me know if that pulls them for you.

708
01:14:19,980 --> 01:14:21,280
There you go.

709
01:14:24,340 --> 01:14:24,980
Awesome.

710
01:14:28,300 --> 01:14:30,200
Hey, I'm happy to hear it.

711
01:14:30,740 --> 01:14:34,840
So now I'm a material there for everybody to work with.

712
01:14:35,160 --> 01:14:37,020
As you're looking over your agenda,

713
01:14:37,800 --> 01:14:42,220
you might have items that are currently listed as being in draft status

714
01:14:42,220 --> 01:14:49,600
status or approval review. If you have items in either of those statuses, you might remember,

715
01:14:50,000 --> 01:14:54,440
you're going to want to click into them and then take whatever action you might need to.

716
01:14:55,700 --> 01:14:59,980
So you can, you know, role play with a partner that may be you're having them.

717
01:15:00,000 --> 01:15:27,860
Do their part in doing an approval. You could certainly just move a draft item out of draft status and into whatever the appropriate status is for your meeting. So if it needs to go under old business, you want to market is held in most cases. New business, you're going to want to market as new business. If it's a minutes file, it's typically going to show as agenda ready for the agenda ready status.

718
01:15:28,840 --> 01:15:34,380
So go ahead and make sure all of your files are in the correct status at this stage.

719
01:15:53,310 --> 01:15:53,410
Okay.

720
01:15:53,510 --> 01:15:59,210
We have an item that says draft, change that.

721
01:16:00,090 --> 01:16:01,450
We got stuck again.

722
01:16:01,630 --> 01:16:02,470
No worries.

723
01:16:03,010 --> 01:16:03,610
We're going to select.

724
01:16:04,190 --> 01:16:04,790
Yeah.

725
01:16:04,850 --> 01:16:07,330
So you're going to select that item from your table.

726
01:16:07,570 --> 01:16:09,010
So just click on its line.

727
01:16:09,590 --> 01:16:10,110
Okay.

728
01:16:10,430 --> 01:16:11,590
Just just the one.

729
01:16:12,030 --> 01:16:12,170
Yeah.

730
01:16:12,170 --> 01:16:12,830
There you go.

731
01:16:12,930 --> 01:16:15,010
Now that you've got that line clicked,

732
01:16:15,010 --> 01:16:19,150
You'll just double-click on that same line that's going to open up the file.

733
01:16:22,380 --> 01:16:27,260
There we go. Okay, and then you change the status of there. Okay. Okay.

734
01:16:27,940 --> 01:16:34,160
So I changed mine from draft to agenda ready, but now it acts like it won't do anything else.

735
01:16:34,280 --> 01:16:40,720
It keeps like giving a little chime when I try to save or click home or agendas.

736
01:16:41,700 --> 01:16:43,560
Did you have a pop up on another window?

737
01:16:43,560 --> 01:16:52,260
You have a final, and I can see, okay, which item was it?

738
01:16:53,060 --> 01:16:56,540
It's by LID's 30.

739
01:16:58,720 --> 01:17:00,160
I don't know.

740
01:17:00,620 --> 01:17:03,320
I'm showing as a gender ready for me.

741
01:17:03,860 --> 01:17:08,160
But usually if you're having trouble clicking the way it's because

742
01:17:09,640 --> 01:17:13,500
Usually it's because there's a pop-up somewhere.

743
01:17:15,380 --> 01:17:18,920
Okay, so you change the file status.

744
01:17:19,660 --> 01:17:21,460
And now you're just looking to go back to the agenda?

745
01:17:22,620 --> 01:17:22,660
Yes.

746
01:17:23,100 --> 01:17:23,340
Okay.

747
01:17:23,860 --> 01:17:26,820
Did you click the go back button on the top right corner?

748
01:17:29,120 --> 01:17:29,840
I did once.

749
01:17:30,000 --> 01:17:30,960
It works that time.

750
01:17:31,160 --> 01:17:32,900
I must have clicked through enough screens.

751
01:17:34,140 --> 01:17:34,260
Okay.

752
01:17:36,060 --> 01:17:36,940
I know personally.

753
01:17:36,940 --> 01:17:43,890
Sometimes I click the agendas button as opposed to the go back button and that will also do it for me

754
01:17:45,800 --> 01:17:48,360
So maybe that happened I'm not sure

755
01:17:49,240 --> 01:17:52,050
But if it does happen again definitely let me know

756
01:17:53,400 --> 01:17:54,020
Okay

757
01:17:54,680 --> 01:17:58,290
So everybody able to update the statuses of their files

758
01:17:59,340 --> 01:18:05,420
How do you do it over there?

759
01:18:05,420 --> 01:18:06,900
It's no issues here.

760
01:18:07,440 --> 01:18:07,680
Awesome.

761
01:18:08,560 --> 01:18:10,160
He's over there thinking, oh no,

762
01:18:10,340 --> 01:18:13,280
I've got to keep worrying straight on all this.

763
01:18:16,460 --> 01:18:21,800
All right, so if our files are all into the correct statuses,

764
01:18:22,200 --> 01:18:27,380
we can now go through any processes where maybe we want to add an additional file.

765
01:18:28,480 --> 01:18:32,580
So if you remember adding in a file can be done in a number of different ways,

766
01:18:32,580 --> 01:18:41,080
We talked about the ability to add a file by adding in a blank line and then finding the file that we want to look for.

767
01:18:41,640 --> 01:18:43,200
So let's practice that step.

768
01:18:43,560 --> 01:18:50,180
Pick anywhere in your agenda and then we're going to right click on that same line.

769
01:18:50,880 --> 01:18:55,260
And then you can select to either add before or after the selected line.

770
01:18:55,340 --> 01:18:58,000
This is going to give us a blank line to work with.

771
01:19:02,090 --> 01:19:10,730
pick a line and let's see is this the one yeah okay this is not we

772
01:19:10,730 --> 01:19:17,710
me now I'm gonna get there agenda she's back at the item this is to get one

773
01:19:17,710 --> 01:19:25,830
file yes all right and so she picked the lines so pick the over here and click

774
01:19:25,830 --> 01:19:34,990
right there and do you hit the try. Is this where you hit the triangle and move it down?

775
01:19:35,830 --> 01:19:44,970
Nope, you're going to want to add in a blank line. So we're going to just right click and then select either add before or after the selected line.

776
01:19:44,970 --> 01:19:55,710
Okay. Great clip. Okay. Here we go. Okay. Now with our blank line, we are ready to add in an item.

777
01:19:56,490 --> 01:19:59,970
We'll first come up to the top left corner here where we see a j...

778
01:20:00,000 --> 01:20:06,720
And the item or header comment. If we currently have header comments selected, we'll want to make sure we

779
01:20:06,720 --> 01:20:13,540
deselect that and change it to agenda item. That's already set to agenda item, then you should see

780
01:20:13,540 --> 01:20:22,760
file ID here on the center, kind of center of your page here toward the top. We don't see that. No,

781
01:20:22,760 --> 01:20:52,740
Do we? Yeah, because she's in City Council. Oh, gosh, you're in her shade tree. Okay. Okay. Okay. So, okay. So, right click on that. I like there and let's do. Yeah, my won't let me, my won't let me add a line. Okay. So no matter what you should be able to add a line here. Let's take a look at your ad menu down below. Do you still see that on your body?

782
01:20:52,760 --> 01:20:59,780
bottom top. Yes. Okay. If you go ahead and select that add button. This is file not selected.

783
01:21:03,700 --> 01:21:10,080
Okay. What are you guys have highlighted in your table above? So here is the agenda. What do you guys have highlighted?

784
01:21:10,420 --> 01:21:22,520
This is agenda ready. Okay. So, so you're currently you have a file highlighted right now.

785
01:21:26,230 --> 01:21:33,570
Well, we don't know. Okay. So we should be looking at a blank line. We want to add in a blank line at this stage.

786
01:21:33,990 --> 01:21:41,650
Go up to minutes of approval. Highlight it. Okay. There you go. Add that before.

787
01:21:42,110 --> 01:21:47,730
And it won't let me. It won't highlight. It didn't highlight. Okay. So, try.

788
01:21:48,990 --> 01:21:51,990
That's okay. You can also use the ad menu down below.

789
01:21:51,990 --> 01:21:52,950
Okay,

790
01:21:56,190 --> 01:22:05,010
so now that you've got your blank line here, you have the option here in the top left corner to select either an agenda item or a header comment.

791
01:22:05,690 --> 01:22:15,790
We want to make sure we've got agenda items selected here and that's going to allow us to add in a file on this blank line that we have highlighted now.

792
01:22:16,930 --> 01:22:43,690
All right. We're with you so far. Yeah. All right. Now, just a little bit to the right of that, we can see our file ID field. And here, if we select the little carrot, that little drop down, if we have additional file IDs or files in the system available, we can pull them from here. Now, you guys might not see any right now. I certainly don't. And that's probably just because I didn't create any additional files.

793
01:22:43,690 --> 01:22:48,390
we're kind of working with everything that we've gotten the system right now. But if you do see

794
01:22:48,390 --> 01:22:51,170
files there, you can add them from here.

795
01:22:55,750 --> 01:22:58,550
So when we click the drop down, if anything shows up,

796
01:22:58,730 --> 01:23:03,890
that's file. That is a file. Yep. So let's go ahead and just pick one.

797
01:23:06,480 --> 01:23:07,340
Yep, and everything that's

798
01:23:07,340 --> 01:23:12,240
in the system right now is all training material. So it's totally fine for you to use whatever here.

799
01:23:12,240 --> 01:23:15,320
Okay, so we picked something.

800
01:23:16,300 --> 01:23:16,620
All right.

801
01:23:17,440 --> 01:23:20,320
Now, that is one way for us to add in a file.

802
01:23:20,520 --> 01:23:23,460
Now, if you guys haven't clicked off of that line,

803
01:23:23,700 --> 01:23:27,200
you can go up to your top left corner and click the save button.

804
01:23:27,580 --> 01:23:31,440
That will show that file down in the table below.

805
01:23:34,240 --> 01:23:34,800
Okay.

806
01:23:36,300 --> 01:23:40,460
Now, another way that we can add in files is by using the add

807
01:23:40,460 --> 01:23:47,760
many lines feature. Now, if you remember, when we select items from the file ID field at the top,

808
01:23:48,120 --> 01:23:54,880
that's going to give us our title. It's going to show us the file type, the file number. But if we use

809
01:23:54,880 --> 01:24:00,820
add many lines, we need to know which files in particular we're looking for. So I hope there to know

810
01:24:00,820 --> 01:24:07,760
what the file IDs are that we're looking to pull into our agenda. But just so that you can remember

811
01:24:07,760 --> 01:24:09,760
How do you use that ad many lines feature?

812
01:24:10,180 --> 01:24:14,700
Let's go ahead and select anywhere in your agenda.

813
01:24:14,960 --> 01:24:15,900
Anywhere at all.

814
01:24:16,320 --> 01:24:17,920
We're gonna right click.

815
01:24:18,760 --> 01:24:20,840
And again, we can either right click,

816
01:24:21,360 --> 01:24:25,560
or we can go down to the ad menu.

817
01:24:25,940 --> 01:24:29,620
And the ad menu will also give us the option there

818
01:24:29,620 --> 01:24:31,780
to add many lines.

819
01:24:33,260 --> 01:24:33,740
We

820
01:24:37,290 --> 01:24:38,750
had never so excited.

821
01:24:39,730 --> 01:24:40,370
that

822
01:24:43,020 --> 01:24:43,920
looks familiar.

823
01:24:46,220 --> 01:24:50,220
Okay, so I think you just picked like pick those bottom three there.

824
01:24:50,480 --> 01:24:58,680
Highlighter is something in that file ID drop down what is supposed to happen because I like double

825
01:24:58,680 --> 01:24:59,960
clicked on one of them but

826
01:25:00,000 --> 01:25:09,280
It doesn't appear that it's adding to the agenda. Okay. Just go ahead and click off of that line for me, or click your save button in the top left corner.

827
01:25:11,000 --> 01:25:11,480
Okay.

828
01:25:13,260 --> 01:25:14,260
And that should pull it.

829
01:25:15,060 --> 01:25:22,680
Yes. It'll register the information there at the top, but until you move away from the line or click save, it won't actually show it to you in the table.

830
01:25:22,680 --> 01:25:35,320
So now, again, we're going to click that add many lines option either from using your right click or from using your add menu down at the bottom.

831
01:25:36,280 --> 01:25:38,940
Click the wrong thing, look at that.

832
01:25:39,080 --> 01:25:40,560
All right, add many lines.

833
01:25:41,400 --> 01:25:46,340
And when I select add many lines, you'll see a list of files here.

834
01:25:46,900 --> 01:25:51,620
Now, all of these files have made their way onto one agenda or another.

835
01:25:51,620 --> 01:25:59,440
it's totally fine for you to pull them onto yours. Again, these are all just training materials, so there won't be any harm, no foul, nothing like that.

836
01:26:00,720 --> 01:26:09,000
You can tell that all of the ones here in green have been pulled onto an agenda. If they were showing in black,

837
01:26:09,540 --> 01:26:15,880
that lets us know that at this stage, they have not been pulled onto an agenda. Okay, so that can be helpful.

838
01:26:18,580 --> 01:26:33,500
But because we can't see, because we can't see the titles here, this is why it's really important for us to kind of get what those ID numbers are before we come in here to use add many lines.

839
01:26:33,960 --> 01:26:36,900
That way we can differentiate one from the other.

840
01:26:38,640 --> 01:26:44,800
Now, how did you pick, because before you picked like three items there, how did you pick those three items?

841
01:26:44,800 --> 01:26:56,540
Yeah. So you can select any number of items. You can click here to add one. Or you can click one and then hold down your shift key to the left.

842
01:26:57,680 --> 01:26:58,860
Shift key.

843
01:26:59,580 --> 01:27:06,100
You can also click one and then hold down your control key to find other ones from other sections.

844
01:27:06,980 --> 01:27:20,060
Okay, okay, so pick 31 and let's do 29 just for fun. Okay, and then you hit that arrow pretty sure.

845
01:27:22,060 --> 01:27:28,020
Okay, so apparently you had to hold it down. Okay, and then hit the arrow. Okay, okay, okay.

846
01:27:28,040 --> 01:27:36,200
Okay, all right. Now once you have selected any number of these that you wanted to move over, just like you guys, I could hear you doing it.

847
01:27:36,200 --> 01:27:41,520
you're going to click that button and that will hold them into your agenda.

848
01:27:43,580 --> 01:27:47,340
Okay, now click the reddit and move that.

849
01:27:48,580 --> 01:27:48,820
Okay.

850
01:27:51,380 --> 01:27:57,780
All right. Now let's say that we have something here in the agenda that we need to update

851
01:27:57,780 --> 01:28:05,140
or remove. So let's talk about moving items. I'm going to take one of these blank lines here that I've

852
01:28:05,140 --> 01:28:12,920
added. And I want to move this line from down here under resolutions for first reading to up here

853
01:28:12,920 --> 01:28:17,900
under pledge of allegiance. I'm going to pretend that this is a file or maybe some informational

854
01:28:17,900 --> 01:28:25,780
text. But in your case, you could certainly move a file. Maybe you're moving a file from one

855
01:28:25,780 --> 01:28:31,160
section to another. This is entirely up to you and really, again, just for practice purposes.

856
01:28:32,260 --> 01:28:41,200
So in order to move this line, I'm going to come all the way to the left hand side into this gray column here, where I can see my triangle.

857
01:28:42,160 --> 01:28:48,420
This triangle is my marker that tells me, yes indeed, you can move this item wherever you want.

858
01:28:48,940 --> 01:28:56,300
So I'm going to drag that triangle and make sure that I have it in between whatever lines I want it to be between.

859
01:28:57,320 --> 01:29:07,600
Once I let go, I'm going to get a pop up from Legislar asking me to confirm that I want to move this line from where it was to where it's going to be now.

860
01:29:10,020 --> 01:29:10,720
Is it okay?

861
01:29:11,460 --> 01:29:13,120
Do the mayors thing.

862
01:29:14,120 --> 01:29:14,520
Okay.

863
01:29:15,900 --> 01:29:16,460
Okay.

864
01:29:16,460 --> 01:29:17,340
I need to catch them.

865
01:29:17,460 --> 01:29:17,960
Okay.

866
01:29:18,940 --> 01:29:21,300
I don't know if he'll be back before one.

867
01:29:21,600 --> 01:29:22,940
You might text him.

868
01:29:29,320 --> 01:29:31,800
Now we've moved an item here.

869
01:29:31,800 --> 01:29:47,800
Well, let's say that we have an item that is currently under approval review and it's publishing day and I need to either have this item action dawn or it's going to have to be pushed to the next agenda.

870
01:29:49,760 --> 01:29:54,100
At this point, maybe it's best for me to go ahead and remove it.

871
01:29:54,100 --> 01:29:56,460
I've reached out to be a prouver a couple of times.

872
01:29:56,700 --> 01:29:57,900
We haven't gotten it in.

873
01:29:58,220 --> 01:29:59,500
I'm really cutting down.

874
01:30:00,000 --> 01:30:23,920
You know, getting down to my deadline here. So I'm going to go ahead and delete this item from the agenda. And I'm going to send the approval message basically saying, hey, item number 37 is being removed from the 22nd agenda. Please, you know, finish the approval process and have the agenda date updated to the following meeting.

875
01:30:25,280 --> 01:30:31,260
Here for me I'm going to come and select my line and then I'll come down to the very bottom

876
01:30:31,260 --> 01:30:33,660
here and select the delete button.

877
01:30:34,120 --> 01:30:38,480
If you have an extra item on your agenda that you don't mind parting ways with, you can

878
01:30:38,480 --> 01:30:44,560
certainly practice on that, but here I'll go ahead and select that line, select the delete

879
01:30:44,560 --> 01:30:49,480
button, and then say yes, I am sure I want to delete that item.

880
01:30:51,420 --> 01:30:51,980
Okay,

881
01:30:55,900 --> 01:31:01,220
all right, now does anyone on this call, I know Lacey doesn't, but does anyone else

882
01:31:01,220 --> 01:31:06,840
auto number their agendas, so do you expect numbering on any of your agenda items?

883
01:31:07,880 --> 01:31:08,200
No.

884
01:31:09,300 --> 01:31:11,520
All right, y'all are making it easy on me then.

885
01:31:12,480 --> 01:31:17,420
In that case, we are ready to move into taking a look at our draft.

886
01:31:17,420 --> 01:31:29,160
At this stage, you hopefully have all of your agenda items here, you've updated any additional text that you might have had on your agenda that you might have needed to update,

887
01:31:29,420 --> 01:31:33,840
if you have headers that you need to update or additional commentary information.

888
01:31:35,540 --> 01:31:41,720
You've done all of that, you've added your items, everything's good to go, and now we're ready to take a look at the draft.

889
01:31:42,560 --> 01:31:47,020
In order to run a copy of that draft, we're going to go up to the reports tab.

890
01:31:49,240 --> 01:31:58,020
Now, if you guys have a meeting agenda template that is different from the first one here, then you'll go ahead and select that.

891
01:31:58,220 --> 01:32:02,740
At this stage, I don't know that you do have multiple different agenda templates.

892
01:32:04,580 --> 01:32:10,060
But you're, of course, more than welcome to just use the regular meeting agenda template here at the top.

893
01:32:11,340 --> 01:32:17,680
So highlight that, oops. There you go. Okay.

894
01:32:19,100 --> 01:32:22,480
From there, you should be here on your reports tab.

895
01:32:23,340 --> 01:32:25,540
And then we're ready to take a look at our draft.

896
01:32:26,120 --> 01:32:29,780
Again, our destination here is Acrobat Format PDF.

897
01:32:30,020 --> 01:32:35,140
That just tells us we're going to be able to see a PDF copy of this draft document.

898
01:32:36,200 --> 01:32:47,620
Down below, you should see a number of checkboxes selected based off of the choices that you've made during configuration on what you want to see happen here on your agenda.

899
01:32:48,940 --> 01:33:01,440
We did talk about these settings, but if you wanted to set these differently for your particular meeting body, this is something that you can change in administration on a permanent level.

900
01:33:01,440 --> 01:33:08,360
So, if you wanted to set it so that file ID never shows on your agendas, you can certainly

901
01:33:08,360 --> 01:33:10,080
deselect that in administration.

902
01:33:10,800 --> 01:33:15,200
And then when you select this report for your meeting body, you won't see it there.

903
01:33:16,420 --> 01:33:16,440
Okay.

904
01:33:18,910 --> 01:33:22,830
Coming in, we're going to now run a copy of this draft.

905
01:33:23,710 --> 01:33:27,710
So, we're going to come to the top left corner and select the run button.

906
01:33:34,460 --> 01:33:41,060
Now, once that draft copy has been generated, we'll get a pop up showing us the draft.

907
01:33:42,360 --> 01:33:46,920
So at this stage, we've got a pop-up, but it won that.

908
01:33:47,440 --> 01:33:50,060
It wants to know how we want to open the file.

909
01:33:51,220 --> 01:33:57,460
Oh, so you probably don't have something set on the computer that you're on that says this should always open

910
01:33:57,460 --> 01:34:00,020
as an Adobe PDF or something like that.

911
01:34:00,020 --> 01:34:08,220
That's okay. Just choose whatever format you'd like to have it open in and then that should open the file for you.

912
01:34:15,070 --> 01:34:16,170
What was your system?

913
01:34:17,730 --> 01:34:20,890
So if you have Adobe Acrobat, you might want to choose that.

914
01:34:22,010 --> 01:34:27,610
If you typically open your PDFs in a browser window, then you can do it that way as well.

915
01:34:36,560 --> 01:34:37,280
There we go.

916
01:34:41,830 --> 01:34:44,670
All right. Does everybody have a draft copy of their agenda?

917
01:34:45,910 --> 01:34:45,970
Yes.

918
01:34:47,610 --> 01:34:47,910
Yes.

919
01:34:49,570 --> 01:34:50,010
Alrighty.

920
01:34:51,390 --> 01:34:57,330
Now that we've seen a draft copy, if we are good to go, then we're ready to enter into the final steps.

921
01:34:58,170 --> 01:34:59,970
Does anybody need a page break?

922
01:35:04,500 --> 01:35:18,460
All right. Then at this step, we are ready. We're going to click the closed button here inside of our reports page in the top right corner. That's going to bring us back into our agenda.

923
01:35:18,460 --> 01:35:22,930
I don't know.

924
01:35:23,030 --> 01:35:24,330
I think X.

925
01:35:24,410 --> 01:35:24,810
Nope.

926
01:35:24,950 --> 01:35:25,950
We just took it out.

927
01:35:27,870 --> 01:35:28,050
Yeah.

928
01:35:28,310 --> 01:35:31,950
You want the button that specifically says close not the X though.

929
01:35:32,850 --> 01:35:32,910
Okay.

930
01:35:38,820 --> 01:35:39,120
All right.

931
01:35:39,200 --> 01:35:41,360
So once you guys get logged back in, join us.

932
01:35:41,480 --> 01:35:45,320
We're going to move to the calendar tab here in your agenda's module.

933
01:35:49,210 --> 01:35:49,650
Okay.

934
01:35:53,880 --> 01:35:55,740
So how do we get out of the agenda?

935
01:35:58,720 --> 01:36:02,480
So are you guys still in the agenda right now?

936
01:36:03,400 --> 01:36:03,660
Okay.

937
01:36:04,540 --> 01:36:06,740
Um, so what is your screen look like this?

938
01:36:08,140 --> 01:36:08,420
Yes.

939
01:36:08,940 --> 01:36:09,220
Okay.

940
01:36:09,620 --> 01:36:12,880
So when we're going to just move to the calendar tab right next to that.

941
01:36:13,380 --> 01:36:15,840
So we don't have any of that or I don't.

942
01:36:16,260 --> 01:36:19,400
So here in your top left corner just below your save button.

943
01:36:19,580 --> 01:36:19,980
You should see.

944
01:36:20,180 --> 01:36:20,580
I don't have any.

945
01:36:20,720 --> 01:36:21,880
I don't have any of that.

946
01:36:22,340 --> 01:36:22,360
Okay.

947
01:36:23,700 --> 01:36:30,360
That's she's not on that page I thought I was but I guess close but let's hit this

948
01:36:30,360 --> 01:36:40,340
six. Oh dear. Okay. Okay now we're back here. Yeah back at the agenda. Try

949
01:36:41,520 --> 01:36:52,340
try this because we don't have PDF up like she does. See the X right there. Mm-hmm.

950
01:36:52,340 --> 01:36:59,140
You can also just click on your agenda's module, that should bring you right back into the module itself.

951
01:37:00,840 --> 01:37:02,080
Okay, close ahead.

952
01:37:02,860 --> 01:37:04,920
And just coming up, that's the problem.

953
01:37:05,180 --> 01:37:07,000
Because we didn't have the PDF right.

954
01:37:07,240 --> 01:37:08,100
So there you go.

955
01:37:10,990 --> 01:37:13,550
Okay, so do you guys see the same thing as me right now?

956
01:37:14,810 --> 01:37:15,170
No.

957
01:37:16,270 --> 01:37:17,310
We're in,

958
01:37:17,450 --> 01:37:20,470
Or it says reports run and agenda packet.

959
01:37:21,230 --> 01:37:21,530
Gotcha.

960
01:37:22,050 --> 01:37:29,050
So, here along, let me just go ahead and select, okay, so I'm going to go where you are.

961
01:37:30,270 --> 01:37:31,570
Is this what you guys are seeing?

962
01:37:32,630 --> 01:37:32,930
Okay.

963
01:37:33,470 --> 01:37:35,630
Here along the top toolbar.

964
01:37:36,630 --> 01:37:39,650
Yeah, you'll see this closed button right next to help.

965
01:37:40,170 --> 01:37:41,970
Okay, there we go.

966
01:37:42,870 --> 01:37:46,450
We hit the wrong close and then we can be the calendar tab.

967
01:37:47,450 --> 01:37:47,750
Okay.

968
01:37:48,070 --> 01:37:50,210
And then, yeah, onto your calendar tab.

969
01:37:50,210 --> 01:38:01,190
There we go. Now, right now here you'll just make sure that your meeting is still the one that's selected and that's going to be important as we come in to finalize these meetings.

970
01:38:02,050 --> 01:38:05,310
Okay, so is everybody.

971
01:38:07,370 --> 01:38:08,650
Is everybody.

972
01:38:09,950 --> 01:38:12,950
Highlighted on their own meeting.

973
01:38:14,290 --> 01:38:14,930
Perfect.

974
01:38:14,930 --> 01:38:22,350
all ready. So then at this stage we are now ready to finalize. We're going to go up to where it says

975
01:38:22,350 --> 01:38:26,490
status here at the top and

976
01:38:29,440 --> 01:38:31,780
we're now going to select final.

977
01:38:41,070 --> 01:38:43,970
Once you have selected final you'll

978
01:38:43,970 --> 01:38:47,830
go up to the top left corner and click the save button.

979
01:38:52,420 --> 01:38:54,860
Once you do that you should see the status

980
01:38:54,860 --> 01:38:58,860
of your meeting, change from draft to final in the table down below.

981
01:39:00,520 --> 01:39:02,740
Yay! Perfect.

982
01:39:05,050 --> 01:39:10,730
All right. Now, we've got our meetings marked as final. Now, I will

983
01:39:10,730 --> 01:39:16,710
mention something here. You guys are not going to be streaming through granicus, but if you were

984
01:39:16,710 --> 01:39:22,670
going to stream through granicus, you would want to export this meeting data to media manager.

985
01:39:23,390 --> 01:39:35,330
I'm mentioning this at this stage because in the event that you ever wanted to connect a video record to this agenda, you would need to do these steps anyway.

986
01:39:36,430 --> 01:39:47,570
Okay? So after changing your status to final, if you wanted to ever connect a video to this, you would go to your tools menu here at the top,

987
01:39:47,570 --> 01:39:51,610
And you would select the option to export data,

988
01:39:54,240 --> 01:39:54,900
okay?

989
01:39:55,260 --> 01:39:59,700
And this would be something you would want to do before you actually publish the agenda.

990
01:40:00,000 --> 01:40:02,520
Important that this would happen before the agenda.

991
01:40:05,410 --> 01:40:17,030
Okay. Now, if you never record your meetings and you never attach video to your meetings, then this is certainly a step that we can skip just like we did earlier.

992
01:40:17,970 --> 01:40:28,990
But if you are ever anticipating that you might need to add in a video for this, you'll want to export data before we take those last publishing steps.

993
01:40:29,730 --> 01:40:35,250
We do record our meetings and the videos are published now on YouTube.

994
01:40:36,270 --> 01:40:43,430
Gotcha. Okay, but is that something where you would anticipate that you would download those videos and attach them to your insight page?

995
01:40:43,470 --> 01:40:47,350
Or do you just basically link them to your YouTube?

996
01:40:48,570 --> 01:40:54,130
I plan to attach them so that people can go to insight and get everything.

997
01:40:54,930 --> 01:41:03,390
Okay. Well then in this case, Lacy, you definitely want to take this step. So you're going to want to choose the export data option.

998
01:41:04,830 --> 01:41:09,790
When you select it, as you can see, a pop-up is going to appear here showing you a status bar.

999
01:41:10,570 --> 01:41:16,710
This is sending all of the information related to this agenda to media manager.

1000
01:41:17,830 --> 01:41:23,650
Media Manager is going to create what's called an event for this, for this agenda.

1001
01:41:24,910 --> 01:41:31,230
And you won't have to do anything else regarding the video for this until after the meeting has happened.

1002
01:41:31,910 --> 01:41:36,750
Okay, so we'll worry about that stuff when we get into your minutes training.

1003
01:41:37,170 --> 01:41:46,610
But when we talk tomorrow about Media Manager, one of the things that I'll be showing you is how you can take a video that you have downloaded and saved to your computer.

1004
01:41:47,110 --> 01:41:55,770
And how you can attach it to the archive for a meeting that is one of these meetings that you've created an event for by exporting.

1005
01:41:57,790 --> 01:42:01,090
That will allow you to link those videos to insight.

1006
01:42:02,980 --> 01:42:03,120
Okay.

1007
01:42:03,320 --> 01:42:07,860
Do we need to keep track of the number on that or is it going to be apparent on the go back?

1008
01:42:08,820 --> 01:42:16,380
No, you're just going to pull that information right back in when you go in to do your minutes and I'll show you how you do that.

1009
01:42:16,960 --> 01:42:24,180
Yeah, so at this stage, all you'll need to do is just make sure that you export export the data.

1010
01:42:26,780 --> 01:42:32,520
So if we know that we've got video, we export data after we finalize the status.

1011
01:42:33,580 --> 01:42:37,340
So status final export data now we publish.

1012
01:42:38,620 --> 01:42:40,960
Now I'm going to go back to my reports tab.

1013
01:42:41,140 --> 01:42:46,860
We've already run our draft, so as long as I still have the correct meeting highlighted here in the table.

1014
01:42:46,860 --> 01:42:51,020
I can go straight to my reports tab and select meeting agenda.

1015
01:42:54,760 --> 01:42:57,100
This time, because I'm looking to publish,

1016
01:42:57,820 --> 01:42:59,340
I want to change my destination.

1017
01:42:59,960 --> 01:43:02,940
So my destination is currently agribat format PDF.

1018
01:43:04,000 --> 01:43:06,960
And I'm first going to change it to publish to insight calendar.

1019
01:43:08,140 --> 01:43:12,440
This is going to allow me to publish just my agenda to my insight calendar.

1020
01:43:14,100 --> 01:43:18,140
Once selected, I'll go up to that top toolbar and select, run.

1021
01:43:24,250 --> 01:43:25,230
Okay?

1022
01:43:26,570 --> 01:43:29,490
My agenda just popped up on my other screen there.

1023
01:43:29,890 --> 01:43:30,050
Perfect.

1024
01:43:30,230 --> 01:43:31,390
I've got my agenda.

1025
01:43:32,710 --> 01:43:36,690
And now I'm ready to publish my agenda packet.

1026
01:43:39,330 --> 01:43:42,170
Again, coming back to my destination field.

1027
01:43:42,190 --> 01:43:44,290
I don't have to exit out of this page.

1028
01:43:44,930 --> 01:43:50,070
I'm going to go to publish packet to insight, PDF, and select it.

1029
01:43:50,750 --> 01:43:56,070
When you had your agenda pop up and then you went back to this screen, how did you get back there?

1030
01:43:57,350 --> 01:44:02,830
Oh, my agenda popped up in a browser window, so I just closed my browser window and came back into the legislature.

1031
01:44:04,230 --> 01:44:06,050
There we go. Okay.

1032
01:44:06,050 --> 01:44:11,510
change publish packet with there. Okay,

1033
01:44:14,060 --> 01:44:18,960
please pack it inside. So just the next one down there.

1034
01:44:19,280 --> 01:44:26,380
Mm-hmm. All right. Now with my destination, set to publish packet to insight. Again,

1035
01:44:26,380 --> 01:44:33,680
I'm going to go ahead and click Run. Now I don't have any files on this packet, but all of you do.

1036
01:44:33,680 --> 01:44:37,420
So you should be able to go ahead and run that packet.

1037
01:44:50,960 --> 01:44:51,120
All right.

1038
01:44:51,300 --> 01:44:52,880
Now once that packet is complete,

1039
01:44:53,020 --> 01:44:56,320
again, you're going to get a pop up showing you that packet.

1040
01:44:57,040 --> 01:44:59,040
And you'll be able to look through it.

1041
01:44:59,060 --> 01:44:59,920
Should you wish to?

1042
01:45:00,880 --> 01:45:15,660
At this stage, you have taken all of the steps necessary to create your agenda date to process your agenda packet or your agenda.

1043
01:45:16,800 --> 01:45:27,280
And you have now published your agenda as well as your agenda packet. Does anybody have any questions for me on any parts of the process that we've seen today?

1044
01:45:28,460 --> 01:45:31,220
back up to the, to the, at this of you that night.

1045
01:45:38,000 --> 01:45:41,180
Just like 20 fifths, so that's that, and then time,

1046
01:45:41,420 --> 01:45:43,080
that's when we were in here, okay.

1047
01:45:43,220 --> 01:45:44,480
So that's where you changed the time.

1048
01:45:44,540 --> 01:45:47,740
Yeah, because my last meeting, I had it at midnight.

1049
01:45:48,100 --> 01:45:49,240
Oh, my needs to do that.

1050
01:45:49,480 --> 01:45:50,800
I mean, yeah.

1051
01:45:50,800 --> 01:45:51,440
I've done it before.

1052
01:45:52,640 --> 01:45:54,840
But call me freaking out.

1053
01:45:57,510 --> 01:45:59,650
And we had a guy just not show up.

1054
01:46:00,190 --> 01:46:03,550
And so, you know, because he knew,

1055
01:46:03,550 --> 01:46:07,530
Oh, she knew what time it has just been silly.

1056
01:46:08,090 --> 01:46:09,550
Mm-hmm. Okay. No questions.

1057
01:46:10,730 --> 01:46:16,610
All right. Well, guys, if you would like, I can certainly say and hang out and people can

1058
01:46:16,610 --> 01:46:19,590
take some more time to sandbox and play around in the system.

1059
01:46:20,190 --> 01:46:24,290
Or if you'd prefer, I'm happy to let you go and return to you part of your day.

1060
01:46:25,010 --> 01:46:27,550
Um, entirely up to you guys. We do still have some time.

1061
01:46:30,690 --> 01:46:31,750
You're done.

1062
01:46:32,450 --> 01:46:40,970
If we want to create a agenda layout, are we able to do that?

1063
01:46:41,570 --> 01:46:45,490
Yeah, if you want to just create, let me just pull this open.

1064
01:46:47,570 --> 01:46:52,030
So let's say you wanted to create a different meeting body or something like that.

1065
01:46:52,870 --> 01:46:54,210
You absolutely could.

1066
01:46:54,530 --> 01:46:58,090
What you would do is you would come into your government bodies.

1067
01:46:58,090 --> 01:47:04,430
So do you remember taking the government bodies and dependencies call that training? What have been an

1068
01:47:04,430 --> 01:47:07,410
administration training? Okay.

1069
01:47:09,790 --> 01:47:14,570
So during that call that's where you guys learn how you go about the

1070
01:47:14,570 --> 01:47:20,230
process of creating a government body. I absolutely recommend that if you're looking to create a new

1071
01:47:20,230 --> 01:47:26,310
government body that you do so while listening to that call because it's going to be able to walk you

1072
01:47:26,310 --> 01:47:29,880
through each and every step that you'll need to take in order to do that.

1073
01:47:30,810 --> 01:47:34,510
Well, I don't want to create a new body. It's already there, but I'm saying the, like,

1074
01:47:34,530 --> 01:47:41,760
the agenda layout that has meeting agenda meeting agenda two, three, four, nothing to me.

1075
01:47:42,370 --> 01:47:48,090
Gotcha. The ones that say meeting agenda meeting agenda two, et cetera, those are all going

1076
01:47:48,090 --> 01:47:52,510
to be templates built by our design team. That is not something that can be done on you guys

1077
01:47:53,350 --> 01:47:59,790
Okay. Yeah. So we just have to wait on them. So we can practice what we're truly should be doing.

1078
01:48:00,810 --> 01:48:06,610
Yes, in terms of seeing the final end result for your template, you will need to wait for that.

1079
01:48:07,450 --> 01:48:12,710
Now, in terms of the steps that you'll be taking, they will all be the same steps that we've talked about today.

1080
01:48:13,410 --> 01:48:19,010
The only thing that will be different will be the final presentation based off of the templates that you have being designed.

1081
01:48:20,110 --> 01:48:24,170
If at any time you want to update those templates,

1082
01:48:24,710 --> 01:48:26,850
if you're still an implementation with us,

1083
01:48:26,990 --> 01:48:31,650
of course, reach out, send an email to myself and Sam and Carolyn,

1084
01:48:31,990 --> 01:48:35,010
and one of us will make sure that that design ticket gets put in.

1085
01:48:35,890 --> 01:48:40,430
Otherwise, if it's after you've finished your deployment and you've gone live already,

1086
01:48:41,310 --> 01:48:43,330
you can always reach out to our support team,

1087
01:48:43,670 --> 01:48:46,910
and they'll be able to put in a ticket for you to have your templates updated.

1088
01:48:48,250 --> 01:49:01,390
Okay, yeah, because I've afraid someone signed off on our forms, and I don't think they knew what they were signing off on, so I have a feeling that what I'm expecting is not being done.

1089
01:49:02,750 --> 01:49:02,770
Okay.

1090
01:49:06,590 --> 01:49:12,470
Where would that have been? Do you remember what date you would have done that sign off?

1091
01:49:12,470 --> 01:49:22,610
Oh, well, I got an email from Sam saying that it got signed off one and then the response from Todd and Judy didn't sound like they knew what they actually signed off one.

1092
01:49:22,610 --> 01:49:24,830
Let me see if I can find an email.

1093
01:49:26,560 --> 01:49:27,940
I knew it.

1094
01:49:28,120 --> 01:49:30,100
I thought it was something else.

1095
01:49:30,100 --> 01:49:31,260
I thought it was something else.

1096
01:49:31,260 --> 01:49:33,200
I didn't realize we were signing completely off.

1097
01:49:36,920 --> 01:49:38,740
Todd thought it had to do with training.

1098
01:49:38,920 --> 01:49:39,460
I did too.

1099
01:49:39,640 --> 01:49:41,100
But I thought it was training.

1100
01:49:45,930 --> 01:49:47,270
Let's see here.

1101
01:49:47,270 --> 01:49:53,490
And they see you actually responded to him, you didn't want to sign off on it, because we haven't seen it.

1102
01:49:53,750 --> 01:49:59,630
And then he said, oh, someone already did. So to me, he just checked it all and kept moving and I'm not.

1103
01:50:00,000 --> 01:50:05,320
It's satisfied with that because it's not what we have that. Right. And we haven't seen them. They're not done yet.

1104
01:50:05,880 --> 01:50:10,880
Got it. Okay. I can see the reports acceptance form, but you're right. I don't see.

1105
01:50:11,780 --> 01:50:20,140
I don't see a copy of the actual templates. We do have some additional time right now. So let's take a look at what those templates look like.

1106
01:50:21,840 --> 01:50:26,140
We'll look at this one, so we've got some work in there.

1107
01:50:29,450 --> 01:50:31,410
Actually, I'll run each of them separately.

1108
01:50:31,930 --> 01:50:37,810
And we can see if there's any difference between the formatting on each of them.

1109
01:50:38,310 --> 01:50:41,530
Okay, so this is template one or meeting a gender.

1110
01:50:43,390 --> 01:50:45,810
This is going to be template two.

1111
01:50:53,120 --> 01:50:57,420
Okay, I can see that it's meeting a gender versus meeting a gender two.

1112
01:50:57,420 --> 01:51:00,780
Okay, and then meeting a gender three and

1113
01:51:07,340 --> 01:51:10,240
last one meeting a gender four.

1114
01:51:14,780 --> 01:51:14,880
Okay.

1115
01:51:18,060 --> 01:51:21,960
All right, so I can see that there are some differences here in terms of the formatting.

1116
01:51:24,380 --> 01:51:32,360
They all do have a different field to them. So this is going to be the regular one just regular meeting agenda.

1117
01:51:33,360 --> 01:51:35,080
And so what that looks like,

1118
01:51:38,320 --> 01:51:43,980
this one is meeting a gender two, so we can see that it does have a cover page.

1119
01:51:46,420 --> 01:51:55,580
And we can see the break down in terms of the way that everything is displayed here, slight difference here.

1120
01:51:58,490 --> 01:52:03,090
Okay, it looks like we are including legislative file history on this one as well,

1121
01:52:06,320 --> 01:52:07,500
meeting a gender 3.

1122
01:52:08,000 --> 01:52:11,200
So we can see right away at top, this is a different display.

1123
01:52:17,810 --> 01:52:23,050
So just some differences here in terms of the formatting of the text as well.

1124
01:52:28,360 --> 01:52:34,440
And then meeting a gender 4 again, we've got a very different formatting here along the top.

1125
01:52:34,440 --> 01:52:35,260
We're

1126
01:52:40,800 --> 01:52:43,840
not including file numbers on this one by default.

1127
01:52:47,990 --> 01:52:48,010
Okay.

1128
01:52:49,010 --> 01:52:51,950
So they all have some some differences.

1129
01:52:55,420 --> 01:52:58,800
Do you do these look like what you would have requested?

1130
01:53:02,390 --> 01:53:03,910
Not exactly to me.

1131
01:53:03,910 --> 01:53:11,470
It's hard to differentiate because they all look affiliated with city council because of the headings.

1132
01:53:11,470 --> 01:53:19,910
But I'm thinking that might just be because of a selection somewhere else.

1133
01:53:20,610 --> 01:53:25,950
I would like to see a report labeled Shade Tree.

1134
01:53:26,230 --> 01:53:29,290
So that Judy knows when she's creating her agenda.

1135
01:53:29,410 --> 01:53:31,030
She goes to the Shade Tree one.

1136
01:53:31,210 --> 01:53:33,110
And then I would want one that says,

1137
01:53:33,650 --> 01:53:36,990
I can combine my VZA HRC and MPC.

1138
01:53:37,410 --> 01:53:39,870
It's all essentially the same formatting.

1139
01:53:39,870 --> 01:53:46,350
Um, but that meeting to meeting three meeting four says nothing to us.

1140
01:53:46,470 --> 01:53:54,390
So let's take a look at meeting two that template on a BZA meeting.

1141
01:53:56,050 --> 01:53:58,750
I think this is the one with a cover page. Yeah.

1142
01:53:59,710 --> 01:54:01,450
Okay. So we don't cover pages.

1143
01:54:02,290 --> 01:54:02,610
No.

1144
01:54:03,310 --> 01:54:05,250
So let's try.

1145
01:54:06,390 --> 01:54:08,050
Would you prefer three or four?

1146
01:54:08,050 --> 01:54:16,630
So four was the one where we had to logo in the center and the information was broken down into two columns one on the far left and one on the far right.

1147
01:54:18,410 --> 01:54:31,190
And then on meeting agenda three, I believe everything was centered at the top of the page in terms of the logo and the information there so which one would you prefer me to take a look at here.

1148
01:54:33,250 --> 01:54:34,550
I don't care either.

1149
01:54:35,570 --> 01:54:37,050
Let's do four.

1150
01:54:37,650 --> 01:54:39,630
So I'll just go ahead and run that.

1151
01:54:41,780 --> 01:54:43,640
Again, this is the BZA meeting.

1152
01:54:47,420 --> 01:54:50,380
So showing me board of zoning appeals here.

1153
01:54:51,580 --> 01:54:57,700
Location is going to be pulled in based off of the location that we had set on the meeting itself.

1154
01:54:58,380 --> 01:54:59,920
Meeting agenda four.

1155
01:55:00,000 --> 01:55:07,000
That's the template that we're using. We can certainly update that name so it'll show differently here.

1156
01:55:09,200 --> 01:55:15,200
We can see the notes. So this might say regular meeting under normal circumstances.

1157
01:55:17,140 --> 01:55:21,020
And then we can see all of the items here.

1158
01:55:21,680 --> 01:55:23,960
It's kind of that basic format here.

1159
01:55:24,940 --> 01:55:43,280
So, I guess for me, I would need it to have the file name, which I'm going to enter as that 2023 BZA-04 and then what I would describe as the title, a brief summary of what the case is about.

1160
01:55:46,560 --> 01:55:51,120
That's usually going to be body, let's run that, let's look look.

1161
01:55:52,000 --> 01:55:57,800
So showing the file ID is just a matter of updating those settings, okay.

1162
01:55:57,980 --> 01:56:01,420
And so this is what we're going to see here with those updates.

1163
01:56:01,960 --> 01:56:04,480
So I did turn on the file IDs.

1164
01:56:05,000 --> 01:56:10,820
So we can see a file ID number, but in your case, of course, this would say like

1165
01:56:10,820 --> 01:56:12,860
28, 23, etc.

1166
01:56:14,960 --> 01:56:27,300
And then we can see the title as well as the body of the file. So the title is going to be whatever is entered into what's technically called title on your templates.

1167
01:56:28,040 --> 01:56:31,620
And then body is going to be all that additional information in that next section.

1168
01:56:36,000 --> 01:56:38,160
Is that more what you're looking for?

1169
01:56:38,760 --> 01:56:44,840
I would not really, I mean, I would want the file number on the left hand side, and I think

1170
01:56:44,840 --> 01:56:50,980
with council, it gets lined up in the, I can't remember, it's the left or I think it's

1171
01:56:50,980 --> 01:56:57,280
the center, which I know Carolyn was working on that, but like I said, with that someone

1172
01:56:57,280 --> 01:57:03,700
signing off on, I don't know if they've stopped working on what we gave them.

1173
01:57:05,020 --> 01:57:16,600
Okay, so if you don't mind and I know that this is an ask of you that you may have already done before I just I'm not in the loop on it, so I want to make sure that I get eyes on it.

1174
01:57:16,900 --> 01:57:23,040
If you don't mind, could you send over for me a copy of what each of your.

1175
01:57:23,040 --> 01:57:29,880
your meeting agenda is currently look like, and then just let me know, you know, or let

1176
01:57:29,880 --> 01:57:35,940
us know, because you definitely want to tag in, Sam and Carolyn here. And let us know,

1177
01:57:35,940 --> 01:57:43,280
you know, this is what we're looking to see for these particular meeting bodies. For BZA,

1178
01:57:43,340 --> 01:57:50,880
I think you said for BZA and HRC and PC, you're okay with using the same template for those.

1179
01:57:50,880 --> 01:58:04,640
So in that case, what we could do is certainly change meeting agenda two to be the, you know, BZAMPC HRC, it's a lot of letters report.

1180
01:58:05,720 --> 01:58:20,020
And then for meeting agenda three, we could certainly change that to utilities commission meeting agenda four could absolutely be changed to boards and commissions to encompass any boards that are under that umbrella as well.

1181
01:58:20,880 --> 01:58:38,600
So we can definitely make some changes there that's not a problem at all, but if you don't mind just sending that over tag all free of us and let's get some additional eyes on it to make sure that that is indeed what design has right now, so that I know that you guys are going to get that end result.

1182
01:58:40,140 --> 01:58:57,500
I know that these are secondary meeting bodies, so they're not necessarily primary, and so it might just be that our design team is still working on it, like I said, usually that's not something that we aim to have completely finished by the time a client has entered into training.

1183
01:58:57,500 --> 01:59:02,540
We do focus on the primary legislative body for training that being said.

1184
01:59:02,780 --> 01:59:06,380
I do want to confirm that it is being done and that it's going to be done correctly.

1185
01:59:07,640 --> 01:59:15,040
By the time you go live, I want this information already in the system so that you can practice based off of what you actually anticipate to see.

1186
01:59:15,760 --> 01:59:18,320
So I definitely want to get this right for you guys.

1187
01:59:18,640 --> 01:59:20,100
I appreciate that.

1188
01:59:20,340 --> 01:59:24,540
Are we limited to four agenda designs?

1189
01:59:25,360 --> 01:59:32,780
I don't believe you're limited to, however, I do believe that more than four will require some additional fees.

1190
01:59:33,560 --> 01:59:40,060
That's something that Sam would be able to confirm, so you, I would recommend that you ask that in your email

1191
01:59:40,060 --> 01:59:43,940
because that's something he'd be able to let you know.

1192
01:59:43,940 --> 01:59:44,760
Okay,

1193
01:59:50,740 --> 01:59:59,980
being a duty and or Brad, if you can email me a meeting date that is already in our minute track system.

1194
02:00:00,000 --> 02:00:12,020
That shows a good setup of your meeting that you would like to duplicate and then I'll get one email together to send off to them.

1195
02:00:12,380 --> 02:00:14,080
Okay, yeah, no problems yet.

1196
02:00:14,180 --> 02:00:15,320
We'll do.

1197
02:00:16,000 --> 02:00:16,320
Awesome.

1198
02:00:17,520 --> 02:00:20,460
Are there any other questions for me today, guys?

1199
02:00:22,960 --> 02:00:23,980
I don't think so.

1200
02:00:25,400 --> 02:00:25,760
All right.

1201
02:00:26,340 --> 02:00:29,940
Well, Lacey, I will keep an eye out for your email later on today.

1202
02:00:29,940 --> 02:00:35,820
Again, if anybody has any questions at all today, if you're kind of playing around in the system and you're like,

1203
02:00:36,000 --> 02:00:39,220
hey, I wonder, please don't hesitate to reach out.

1204
02:00:39,480 --> 02:00:42,200
Otherwise, of course, feel free to save your questions for tomorrow.

1205
02:00:42,500 --> 02:00:49,620
We will definitely have a bit of extra time as we go over media manager and I legislate and how those two software is function.

1206
02:00:51,000 --> 02:00:53,000
But yeah, I look forward to our-