October 1, 2019 at 7:00 PM - Premier Training: NEW ACCOUNT
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Course Introduction and Overview
Description:
Discuss what will be covered during the training Explain basic sections of the training Instructor led walkthrough Student walkthrough Discussion of other topics Discuss and show training page Any questions |
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Overview of Basic Meeting Status Cycle
Description:
In Development - Working on Agenda In Review - Working on Agenda - Visible to Board Published - Visible to Public - Visible to Board - Ready for Meeting Completed - Post meeting - Approved minutes have been uploaded |
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Walkthrough of Meeting Cycle by Instructor
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1. Create the Meeting
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1.1. Select the Meeting Template
Description:
Explain what a meeting template is. Explain that a single meeting template has already been added to the account. Explain that how to create meeting templates will not be covered in this training Remind students that training materials are available including the handout 'Creating and Editing Meeting Templates'. |
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1.2. Show and discuss pre-populated fields such as Time, Date, Location
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1.3. Motion Display Text and Meeting Header
Description:
Discuss what Motion Display Text is used for and that you will show it's use later Discuss where Meeting Header and Footer appear. Explain that generally use of these should be minimized as they take up screen space when the board or public is reviewing agenda items. Add text 'This is a Meeting Header" and "This is a Meeting Footer" |
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2. In Development
Description:
Visible to users with the 'Agenda Review - In Development' role Visible to users with the 'Agenda Manager' role |
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2.1. Adding and Editing Agenda Items
Description:
Show Adding Agenda Items Discuss Item fields Discuss permissions for item fields Show and discuss Editing an existing Agenda Item |
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2.2. Adding Attachments and Links
Description:
Show and discuss adding an attachment Show and discuss replacing an existing attachment Discuss adding web links Discuss how permissions for attachments and links work Briefly cover how Meeting Status and Attachment and Link permissions interact. Mention that we have a specific downloadable handout 'Meeting Status and Permissions' that covers this in detail. |
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2.3. Agenda Item Requester
Description:
Discuss the Agenda Item Requester role Show where Requested Items would be located Mention there the downloadable handouts 'Requesting an Item' and 'Working with Requested Items' cover this in detail. |
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3. In Review
Description:
Visible to users with 'Agenda Manager' role Visible to users with 'Voting Member' role Visible to users with 'Agenda Reviewer - In Review' role No Specific 'In Review' tasks All actions taken during 'In Development' can still be taken while the meeting is 'In Review'. |
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4. Published
Description:
Visible to users with 'Agenda Manager' role Visible to users with 'Voting Member' role Visible to users with 'Agenda Reviewer - In Review' role Visible to all users Visible to the Public |
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4.1. Holding the Meeting
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4.1.a. Joining the Meeting
Description:
Show how the Board or other can navigate to 'View Meeting Details (Join Meeting) to either review the meeting information or join the meeting Click on a few agenda items to show navigation. Point out the Meeting Header and Footer and how they take up screen space. |
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4.1.b. Starting the meeting
Description:
Explain the optional Started and Stopped meeting status' |
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4.1.c. Leading the meeting
Description:
Explain this is typically done by the individual running the meeting.
The person doing this will need the 'Meeting Leader' permission Watch the 'Leading the Meeting' video |
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4.1.d. Minutes Manager Tasks
Description:
Give an overview of the Minutes tools in Premier Explain that a user with the 'Minutes Manager' permission would perform these tasks Mention that the downloadable handout 'Managing the Minutes' covers this in detail. |
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4.2. Loading the Approved Minutes
Description:
This is performed by a user with the 'Minutes Manager' permission This is the final step before the meeting is moved to the 'Completed' status. |
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5. Completed
Description:
Visible to users with 'Agenda Manager' role Visible to users with 'Voting Member' role Visible to all users Visible to the Public Makes 'Approved Minutes' visible to all above groups |
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Walkthrough of Meeting Cycle by Student(s)
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1. Create the Meeting
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2. In Development
Description:
Ask the student(s) who is this meeting visible to? Have the student(s) take the following actions: Add a new item Add a new item as a sub item of the previously added item Edit an existing item Add a single attachment to an item Set the attachment permission to 'Public/Anyone/Everyone' Add two attachments to a different item Set the item permissions to 'Voting Members and above' Move an item using drag and drop Move an item by selecting the item and changing its positioning information Add a single attachment Change |
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3. In Review
Description:
Ask the student(s) who is this meeting visible to? |
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4. Published
Description:
Ask the student(s) who is this meeting visible to? |
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4.1. Holding the Meeting
Description:
Have the student(s) 'Join the Meeting', 'Lead the Meeting' and navigate through the agenda. Have them add a Personal Note Have them look at an Attachment Point out that all three added attachments are visible |
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4.2. Loading the Approved Minutes
Description:
Walk the student(s) through uploading an 'approved minutes' file |
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5. Completed
Description:
Ask the student(s) who is this meeting visible to? |
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5.1. The Public View
Description:
Have the student(s) navigate to Home / Your Public Homepage Have them view the Agenda for their meeting Show visible attachment, call attention to attachments which are not visible |
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Working with Committees and other groups
Description:
Discuss how committees, commissions or departments work in Premier Discuss how a user can have different permissions in different groups, or may even only have permissions to a single group |
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User Permissions
Description:
Basic overview of how permissions are used in Premier. Tie permission to task. If a person needs to do X, what permission is tied to that task. Briefly describe the permissions mentioned in this training: The permission that let's a user setup and configure users is 'User Manager'. Mention we have a specific downloadable handout that covers this in detail. |
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Questions and next steps
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