There are several ways to set, edit or change the date and time of a meeting. This includes the start or end time for any meeting
Note: These changes can only be made by the recording secretary.
Scenario #1: After the meeting has been called to order, I need to change the date and/or time
Scenario #2: Before a meeting is called to order, the date and/or time can be edited from the meetings page.
Scenario #3: Changing the date and/or time of a meeting from the Minutes in the Meeting Details/Attendance section (before it is called to order).
Scenario #4: The meeting has been closed and I need to change the date and/or time
Scenario #1:
After the meeting has been called to order, I need to change the date and/or time
a) In this scenario, the recording secretary clicks on - | |
The system sets the date and time based on the users computers clock. |
b) Later, the recording secretary wants to change the date and/or time. In this example note that the meeting was called to order on May 20, 2021 at 3:02 PM
c) Clicking the Change date/time brings a calendar popup
d) The date is changed by selecting a different date in the calendar.
The time can be changed by entering a new time beside "time" or dragging the Hour or Minute sliders
In the above screenshot, I have selected the 21st as the correct date and then I enter 12:15 beside Time. and then clicked continue.
The meeting date/time is corrected.
Scenario #2:
Before a meeting is called to order, the date and/or time can be edited from the meetings page.
Changes can be made from the meetings page before the meeting is called to order.
Note the blue text for Date, Time, and Location. This indicates that those fields can be edited.
If a user clicks on the date, a popup shows. Clicking in the Time and Date box brings a calendar. Follow the same instructions as in 1 d)
Similarly, if a user clicks on the time or location a similar popup allows for editing the time or location.
Scenario #3:
Changing the date and/or time of a meeting from the Minutes in the Meeting Details/Attendance section (before it is called to order)
Go to the specific meeting - and in the Meeting Details/Attendance section, click in the Date and Time field.
A popup allows for the changing of the date and or the time following the instructions in 1 c)
Scenario #4: The meeting has been closed and I need to change the date and/or time
If the meeting has already been closed, the start date and/or time can still be changed as long as the minutes have not been approved.
Go the meeting minutes in question, go to Adjournment. Note the date and time the meeting was closed. Click on the orange button "Open Meeting".
Go to the Call to Order section. Click on the orange button "Change Date/Time. Follow the directions in 1 c).
Lastly, make sure to go back to the Adjournment section and close the meeting using - "Set time manually" Be sure to enter the date and time that was noted earlier.
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