These instructions show you how to enable a meeting status that allows you to restrict drafters from submitting items to an Agenda or Minutes after a certain date. You need to be logged into an admin account to complete these steps.
Once logged into your Legistar Admin account, follow these steps:
Part 1: Adding new Meeting status to be used as "Closed" status (this is optional if you are re-using an existing status).
- Click Workflow Control
- Click Workflow Options
- Click Meeting Statuses
- Click New
- Type Closed in the Status Name field
- Select Agendas from the Show On dropdown menu
- Click Save
Part 2: Assigning new (or existing) Meeting status to be used as Closed Status.
- Click System Settings
- Select AGENDAS
- Find the Agenda Closed Status setting and assign a Closed status. (You can use an existing status if you skipped part 1).
- Click Save
When the drafter enters the Agenda date, or uses the Calendar control to select a date, for a Legislative File, the date will not be set if there is a Meeting on that date with the "Agenda Closed" or "Agenda Final" status. (see Admin for values set on these 2 settings) The drafter will receive the following message:
"The deadline for scheduling agenda items for the "Meeting Body" on "Meeting Date" is closed. Please select a different meeting or contact your Administrator."
Note: This feature is per Body, meaning that if drafter creates City Council File, only City Council meetings are checked for final/closed status.
