Updating a Meeting Profile - Minutes Detail Settings

Katie Miles
Katie Miles

This article explains the fields and settings found when updating a Meeting Profile in Meeting Mgmt. and editing Minutes Style Settings.

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Field

Explanation

Show Details

Display meeting details in the minutes document. Details include: meeting number, meeting time, date & location.

Detail Alignment

Alignment of the meeting details. Options are Left, Center, Right

Show Meeting Number

Display the meeting number in the minutes package.

Show Meeting Date

Display the meeting date in the minutes package. You can choose whether or not to include the day of the week in the meeting date.

Show Meeting Time

Display the meeting time in the minutes package. Select a format option (start time only, or start time & end time).

Meeting Date and Time Style

Select whether to display the meeting date and time together on a single line together or on separate lines.

Meeting Time Style

Select the preferred option for time display. For example, “9:00” or “9”

Time Abbreviation

Select the preferred option for time display. For example, “AM/PM” or “a.m. / p.m.“

Show Meeting Location

Should the meeting location be included with the meeting information?

Bold Details

Bold the meeting details (Meeting #, date, time, location, etc) in the Minutes document

Note: This is not recommended for accessibility.

Show Labels

Display labels for the meeting information, such as Meeting Number, Date, Time, and Location.

Example:

Date: March 10, 2018

Time: 7:00 p.m.

Location: Main Meeting Room

Show Attendee Details

Display the attendance details in minutes package.

Attendee Title Vertical Alignment

Select where the attendance label (ex. Staff Present) should appear when listing attendees. Options are Above, Top, Middle or Bottom.

Attendance Detail Alignment

Select alignment of the attendance details. Options are Left, Center and Right.

Attendance Details

Select which attendee groups should appear in the attendance information.

·   Voters

·   Absent Voters

·   Non-Voters

·   Absent Non-Voters

·   Visitors

Bold Attendance Details

Bold the attendance details in the minutes.

Show Attendance Labels

Display attendance labels in the minutes.

Minutes Attendance Labels

Labels for each grouping of attendees in the Minutes document, if different from defaults. Default values are: “Members Present”, “Members absent”, “Staff Present”, “Staff Absent”, and “Media and Others Present

Display Attendance

Select this option to display attendance information in paragraph form. If unchecked, each attendee will be displayed on a separate line in list form.

Note: Additional column cannot be displayed with this layout option.

Attendee Grouping

Select the grouping of the attendance information.

 

Options are:

Separately

Members (voting participants), Staff (non-voting participants), and Others displayed in separate lists.

One Group

All attendees are displayed as one group (voting and non-voting participants).

Note: if this option is selected, the label for voting members will be used.

By Area

Each voting area is displayed separately. Note, participants who belong to more than one voting area will be displayed more than once.

Additional Column

If additional attendee column exists (from the Meeting section), display it in the minutes document. (this cannot be used if using Paragraph form or 2 columns layout for attendance,

Attendance Columns

Check this option to split attendance in two columns.

Agenda Order

Display the minutes items in agenda order. If unchecked, items will be added to the minutes in the order in which they were clicked on during the meeting (aka Meeting Order).

Items Not Visited

Display items in the minutes document that were not clicked on during the meeting. If unchecked, then only items that are selected during conduct meeting will be displayed in the Minutes document.

Special Comments

Additional text line in Minutes document, displayed after the meeting details and attendance information, but before the first item.

Line Separator

Adds a black line separating the meeting details from the first item in the minutes.

Line Separator Size

Select the length of the line separator. Options range from 0% to 100%.

Ex. A range of 100% will create a line separator that stretches across the full length of the page.

Signature Lines

Select to include signature lines at the end of the minutes document

Signature Line Display Name

Enter the names to display under the signature lines.

For multiple signature lines, use “;#” to separate names.

For example, if we need signature lines for John Doe and Mary Smith, we have the following:

 

John Doe;#Mary Smith

 

For new lines, use “/n” as hard breaks (Enter)

For example, if we input “John Doe/City Clerk” then we get the following output:

 

John Doe

City Clerk

Signature Lines Alignment

Alignment of signature lines. Options are Left, Centered, and Right.

Signature Line Display Direction

Display options for multiple signature lines. Options are ‘Vertical’ and ‘Side by Side’.

 Related Articles:

  1. Updating a Meeting Profile - Minutes Style Settings
  2. Updating a Meeting Profile - Minutes Margins and Spacing Settings
  3. Updating a Meeting Profile - Minutes Document Titles
  4. Updating a Meeting Profile - Minutes Page Number Settings
  5. Updating a Meeting Profile - Minutes Item Level Details Settings 

Comments

1 comment

  • Comment author
    Jason Webb

    If we have multiple meeting types, you have to update the signature in each meeting type? Is there a place to update signatures once that will flow across all meeting types?

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