Clicking MEETINGS will display the next scheduled meeting for which an agenda has been published. If a future meeting has not been published, the last meeting published will be shown.

Clicking CALENDAR will bring up the current month's calendar on the left side of the screen. On the right side a list of meetings with published agendas for the current month, previous eight months, and coming eight months will be shown. A meeting may be selected by clicking on it from the calendar or list. The user can scroll back or forward to look at previous or future months and meetings.

Users may view attached supporting documents by clicking the DOWNLOAD NOW button next to the attachment listing.

All users have the ability to print the agenda with or without abstracts. The abstract is the information that appears on the agenda under the item description.

Clicking MEETINGS will display the next scheduled meeting for which an agenda has been published. If a future meeting has not been published the last meeting published will be shown.

Clicking CALENDAR will bring up the current month's calendar on the left of the screen. On the right side a list of meetings with published agendas for the current month, previous eight months, and coming eight months will be shown. A meeting may be selected by clicking on it from the calendar or from the list. The user can scroll back or forward to look at previous or future months and meetings.

The sticky note feature allows board members to annotate the agenda much in the same way notes are written on the paper copy. A sticky note can be created for the meeting, for a section of the meeting, or for a specific agenda item. Only the user that creates the sticky note has access to it.

From the board member view, the agenda may be printed with or without abstracts and/or sticky notes. Details of individual agenda items may also be printed from the item detail screen.

Board members may download any supporting document. Items marked as confidential for closed sessions are available from this view.

Attached supporting documents for closed session items can be seen by board members, or by any other user that is given access to confidential items, when logged into Agenda Online. When an agenda item is appropriately marked for closed session, other users will only see the title and the quick summary/abstract information.

The meeting administrator may create a offline version or static version of the entire agenda and supporting documents. Board members may then download the meeting to their computers for viewing offline. Sticky notes are not available in the offline version.

The meeting administrator is responsible for setting up user accounts and assigning user access privileges. Users and privileges may be grouped. For example board members, submitters, and reviewers could be grouped so they share the same privileges. The meeting administrator assigns user names and passwords. Users may change their own passwords. If a user forgets a password, the meeting administrator may set a new password for the user, but does not have the ability to look up any user's current password.

The first thing the meeting administrator will need to do is create an item template. An item template contains the fields that will hold the needed information for items. A single item template may be used, if desired, or templates can be created for different types of items. For example, closed session, discussion, and consent items could all vary in the fields contained in their template. A consent item template might have a "recommended action" field, but a discussion item would not.

The first meeting is created from scratch. After a meeting has been created, a template may be created from the first meeting. 

After a meeting template has been created, the meeting administrator can then create meetings using the template. The template is the shell of the meeting. Once a meeting has been created items may be added or submitted for the meeting. As the meeting is being created items may be edited and their section and order changed, if needed.

After creating the first meeting, meeting templates may be developed. Meeting templates include the meeting location, time, header, footer, and sections. Sections are the categories of items for the agenda or events that will take place at the meeting. Examples are: Call to Order, Pledge of Allegiance, Closed Session, Consent Agenda, Staff Reports and Adjournment.

The meeting administrator may add items directly to the meeting agenda. Items may also be submitted by others who have been given the access level to do so. See IV. Other Users, a. Item Submitters for more information. Items submitted by others have a review and approval process before they are added to the meeting. This review and approval may be performed by the meeting administrator, superintendent or another staff member who has been given access. See IV. Other Users, b. Item Reviewer for more details.

Supporting documents may be attached to a meeting or a meeting item. *It is recommended that all attachments be converted to PDF documents to ensure that documents can be viewed by any user. Attaching a document is similar to creating an e-mail attachment. 

Hyperlinks to information already posted on the web and the ability to type a document online may also be attached.

In order for all users to view the meeting it needs to be "published." Prior to, or while publishing the meeting, all items should be marked Ready for Meeting. Any item that is not marked Ready for Meeting will show as a pending item only for users that have access privileges to view non-ready items. A published meeting may be unpublished or hidden if needed.

The meeting administrator may record meeting attendees. Meeting attendees must have a user account for Agenda Online to show up on the check list for those attending the meeting. Attendees marked as attending the meeting will show after the minutes have been published on the agenda section labeled Official Attendees.

The meeting administrator may use the Agenda Online system to record minutes of the meeting. Each section and item on the agenda will have an area for minutes. Minutes do not appear for printing until they have been published by the meeting administrator.

Each item on the agenda that has been designated as an item that Board Members can vote on will have a ballot displayed in the minutes recording area. The ballot will display only those board members that were recorded as present at the meeting under Official Attendees.

Item submitters have access to submit items to any future meeting that has been established in the system. The item submitter can select a meeting and the section of the meeting the item will be submitted to. Fields for the item title and other details are then displayed for the submitter to fill in. Items from submitters do not automatically appear as part of the selected meeting; they need to be reviewed and approved before they appear on the agenda. 

Submitters may edit a submitted item until the item is approved for the meeting. Once the item is approved, it is removed from the submission list, becomes part of the meeting and can only be edited by the meeting administrator.

Item reviewers can review and approve items that have been submitted by other users. As part of the review process, the reviewer may edit a submitted item, move the item to another section of the meeting or to another meeting, and/or change an item's status. 

Once the reviewer has approved an item, it is removed from the item submission list, becomes part of the selected meeting, and the meeting administrator may edit the item if needed.