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Benchmark

How to create a Default Agenda

The process described here may be used when a new meeting type has been created, and you wish to set a default agenda for meetings of that type.

If the meeting type doesn't yet exist, you need to create it first in the Meetings / Meeting Type lookup table. See section on How to add a new item to a Lookup table.

From anywhere in the application:

Step Action Result
1 Select menu item
—>Edit
—>Management Console 		Opens Management Console form
2 Click Agenda button Opens Default Agenda form
3 Make a selection from the Meeting type drop-down list Any existing agenda will be shown. If the meeting type does not already have a default agenda, the main form area will be blank
4 Click New button Opens Default Agenda Item form
5 Make an entry in the 'Item No.' and 'Agenda item' fields
6 Click New button Item is saved, and form is ready to add the next item
7 Continue as required. When completed, click on Save button Final item is saved, form is closed, and you are returend to the Default Agenda form
8 Click Close button Your new default agenda has been created

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