HomeMy WebLinkAboutVersion 5.2
MinuteTraq Version 5.2
Release Bulletin
Table of Contents
List of New Features. ............... .............................................. ............................... ......3
List of Enhancements............. .............................................. .............. ................... ......3
Changes Made to the Generate Screen..........................................................................4
Changes Made to Right Click Menu for Agenda Wizard and Minutes Maker.........................5
Changes Meeting Type Screen ............................................. ............ ............................6
Changes Made to Work Item Screen .............................................................................7
Fixes........................................................................................................................ 8
How to Create Meeting Segments..................................... ............. ...............................9
How to Link a Legislative File to a Meeting Segment .......................................................9
2
List of New Features
Discussion Field
We have added an optional discussion field to the legislative entry screen. This field can be
used to add recommendation and/or discussion text to the legislative files. This text can be
brought to the Printouts, Agendas, Minutes or Letters via the new merge field
{ResDiscussion} in the templates.
Link Legislative File to Agenda Segment (Section)
The prepare of the legislative can now indicate to where the document should appear on the
Agenda. For example, if something needs to be on the Consent Agenda the preparer can
indicate that on the legislative file and during the agenda creation it will Auto Fill under the
Consent Agenda section.
List of Enhancements
Increased Generation Speed - we have optimized the generation of the agenda and
minutes decreasing the generation time by V2.
Decreased Agenda and Minutes File Size - we have swapped the tool that was used to
put together the agenda and minutes files. The new tool allowed the decrease of file size by
2 - 5 fold. This also resulted in faster downloads and uploads of the Agendas and Minutes.
Open Agenda Wizard Without Downloading - we changed the timing of the download
when opening the Agenda Wizard. The download now begins when you click on the Open
button on the Agenda Wizard instead of when opening the Agenda Wizard itself through the
meeting calendar. This enables you to make changes to the Agenda Wizard Outline without
having to download the document.
3
ChanQes Made to the Generate Screen
Full Rebuild has been added. If changes are made to the templates you must check this
field before generating the Agenda for the template to take effect.
<ii' Generate Agenda [II]
Generate
Settings for the Agenda & M inutes dOCl~ments
Build
~
~
o Finalize Agenda
~ Publish to Web
4
Changes Made to Right Click Menu for Agenda Wizard and Minutes Maker
Regenerate Printouts you now have the capability of generating the printout for the
Agenda on individual document level. For example, if there was a change made to the
resolution after the Agenda has been generated you can right click on that document in the
Agenda Wizard and hit Regenerate Printouts. This will update the printout previously
created so when regenerating the Agenda the system does not have to recreate all the
printouts resulting in faster generation.
5
Changes Meeting Type Screen
There is a new section on the Meeting Type Screen where you define the Meeting Segments
(Section) that are to be on the Agenda.
Edit Meeting Type
Town Board
OK
6
Changes Made to Work Item Screen
The work item screen has a new field called Placement where the prepare of the resolution
can indicate to where the document belongs on the Agenda. This will cause the document
to Auto Fill under the placement selected.
>; Work lIem ~
..
Work Item
Document Review & Routing Information
7
Fixes
1. Fixes scrambled pdfs in the Agenda or Minutes.
2. Fixes {Title} not merging in some of the documents.
3. Fixes Default Template Outline definition.
4. Fixes error caused by pre-defined minutes motion with no bodies.
5. Fixes Owner not being able to delete the task.
8
How to Create Meeting Segments
1. Go to Lists -7 Meeting Types
2. Right Click on the Meeting Type to which you want the segment added and Select
Edit.
3. Type your Agenda Meeting Segment(s) (section) in the grid and Click OK.
How to Link a Legislative File to a Meeting Segment
1. Right click Board / Committee Meeting Row on the Routing grid of the Legislative File
Screen.
I Stage
!1 Town Bbard
Reviewer
Description
Due Dale Stalus
96.:2.?/~6?~09~~ ..........~..~:~~i~~............
Ii
'* Click here to insert the Link in
(} Click here to insert ,u.ttachme
2. Select Open Work Item
3. On Work Item Screen Select the Meeting Segment in the Placement Dropdown.
<; Work Item ~
Work Item
I.
,
Document Review & Routing Information
Meeting;
9