1. Click the Agendas menu title to open the agenda settings. The following figure illustrates these settings:

agendasettings.png

  1. Review the following settings:
     
NameDescription/FunctionInitial Setting

Agenda Draft Status

Specifies the draft status of the agenda, which is the status an agenda should be in to prevent users from viewing it until it is ready to be published.

Draft

Beginning Date Range For Calendar

Sets a specific time frame for displaying past agendas on the Calendar tab in the Agendas module. Enter a number, and the Calendar tab displays all of the agendas starting with this many days before the current date. For example, if you enter 90, the Calendar tab displays all agendas from the current date to 90 days before the current date. If you do not specify a number in the Beginning Date Range For Calendar and Ending Date Range For Calendar settings, then the Calendar tab displays only agendas for the current date.

90

Default Meeting Body

Specifies the default meeting body for any new user account, which in turn becomes the meeting body for any new meeting record created by that user.

Each user may change this setting for his or her account if necessary. Click the Tools menu and select Local Settings. Click the Agendas menu title on the Personal Settings tab, change the Default Meeting Body setting, and click Save.

City Council

Ending Date Range For Calendar

Sets a specific time frame for displaying future agendas on the Calendar tab in the Agendas module. Enter a number, and the Calendar tab displays all of the agendas ending with this many days after the current date. For example, if you enter 90, the Calendar tab displays all agendas from the current date to 90 days in the future. If you do not specify a number in the Beginning Date Range For Calendar and Ending Date Range For Calendar settings, then the Calendar tab displays only agendas for the current date.

90

Print Attachments Cover Page As

Specifies the type of report that prints as the cover page for each agenda item packet when printing attachments, or when using the Agenda Packet button to create an electronic Packet.

Text File Report

Print Cover Page Without Attachments

If set to YES, the agenda item information packet cover page prints regardless of whether or not there are attachments for the item.

YES

Status of New File on the Fly

Specifies the status that is set when users add a new file on the Agenda screen in the Agendas module (by clicking the plus sign next to the File ID field).

Draft

Agenda Item Number

Specifies the auto numbering format in the agenda creation process. The options are numeric (1), alpha caps (A), or alpha small (a).

1

Agenda Numbering - Carry Header Number

Specifies whether or not the number or identifying text from the previous agenda header line is prefixed to the agenda item number during the auto-numbering.

For example, if the Agenda Item Number setting is set to 1, and the Agenda Numbering - Carry Header Number setting is YES, then each agenda item number for items listed under an agenda header that has “A” in its item number field will be numbered as A1, A2, A3, etc.

NO

Reset Numbers On Header Levels

Specifies the header level(s) on which the numbering restarts when you number agenda lines automatically. You may restart auto numbering at any combination of the header levels, or not at all.

Do not reset

Show Lock/Unlock All Files Menu Items on Agenda Screen

If set to YES, the Lock All Legislative Files and Unlock All Legislative Files commands are enabled on the Tools Menu when users are on the Agenda tab in the Agendas module.

YES

Agenda Final Status

Specifies the “Final” status for an agenda; for example, this may be “Final – Revised”.

Final

Allow Add Files In Approval Status To Agenda During Generation And Manually

If set to YES, users can add files in approval status to an agenda or the files can be pulled into the agenda automatically.

YES

Synchronize Agenda Number Fields

If set to YES, the number the file receives on the Agenda is automatically placed on the Agenda Number field on the Details tab in the Files module.

YES

  1. When you change a setting, click Save and then click Exit to exit Administration. Click the Tools menu in Legistar, and select Refresh Administration for your changes to take effect in the system.