Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Remove a Previous Agenda Version

  • Updated:

This article will show you how to remove a previous version of an Agenda.

 

Who can use this feature?

System Admin Slash Owner

 

 

Important Notes

  • Agenda Center is the only module that you must be an Owner to Publish.
  • Minute attachment counts as a modification.
  • There will be a new URL, so the link sent out with a notification will no longer work.

 

Instructions

  1. Navigate to Modules > Content > Agenda Center
    Navigate to Agenda Center
  2. Select the category that you wish to modify
    select a category
  3. Click on the Agendas tab
    agendas tab
    • Note: Ensure that your agenda is complete.
  4. Find the agenda you wish to modify and click Actions 
    actions button
  5. Select Unpublish
    actions menu unpublish
    • Note: The unpublished Agenda will now go into Draft status.
  6. Select Actions > Copy 
    actions menu copy
  7. Review the copied fields and edit as needed.
    information fields
    information fields, continued
    • Meeting Date: Enter the date of the meeting
    • Override Posted Date and Time: Choose a new post date and time
      • Note: If blank, the actual publish date and/or time will be used. Specify a date and time if you wish to override this. Some state laws may require that this not be altered.
    • Description: Enter agenda or meeting description
    • Link to Media: Paste a URL for external media
      • Select Open in new window if you want the link to open in a separate window.
    • Media Type: Indicate whether or not the media is Video or Audio
    • Upload File: Select Choose File to upload files directly from your computer
      • Note: Check the Convert to PDF checkbox if you wish to convert images to PDF form.
  8. Select Save and Publish
    save and publish
  9. A notification window will open; your options to send the notification include:
    publish notification pop-up
    • Subject: Add subject heading
    • Comments: Attach a brief description of the new agenda
    • Send
      • On Meeting Date: Sends the agenda on the meeting date previously set
      • Immediately: Sends the agenda immediately
      • X Number of Days in Advance: Enter the number of days prior to the meeting date to send the agenda
    • Include New or Modified status in email subject: Select this box to include the agenda's status in email notifications
    • Select Send, Don’t Send, or Cancel. The notification will then send accordingly to those who have signed up in Notify Me for the selected Agenda category
  10. The new copy will appear under the Agendas tab
    new copy of agenda
  11. Delete the original copy, now in Draft status: Actions > Delete
    delete original

Feedback About the Article

Let us know what was helpful or not helpful about the article below.

1 comment

Date Votes
  • Ken Salvail

    Is there a way to retain the minutes attachment when performing the copy function, without having to manually reattach the minutes?  I have approximately 200 agendas that I need to remove a previous agenda version as I replaced the original uploaded agenda and minutes files with the same files that had a better described file name.

    Thanks,

    Ken

    0

Please sign in to leave a comment.