Help for NENA-ADM-008 Agenda and Notes Form: Difference between revisions

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(→‎Populate the NENA Workspace (NWS) Links: Updated images and text to conform with ADM-008.2-2020.)
(→‎TurboBridge Attendance Report: Added note to only add names to the notes.)
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=== TurboBridge Attendance Report ===
=== TurboBridge Attendance Report ===
After the meeting is over, the TurboBridge attendance information must be placed into the form. It may be entered manually, or copied from TurboBridge and pasted into the form using one of two methods. Other variations for capturing the attendance information may be used, as long as the attendance is captured accurately.
After the meeting is over, the TurboBridge attendance information must be placed into the form. It may be entered manually, or copied from TurboBridge and pasted into the form using one of two methods. Other variations for capturing the attendance information may be used, as long as the attendance is captured accurately.

'''Please note: These two methods result in only the names being added to the notes. It is not appropriate to put members' phone numbers or other related information in the Notes.'''


==== Method 1. Download CSV ====
==== Method 1. Download CSV ====
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In the Download CSV dialog box, enter the start date and end date of the call and click download.
In the Download CSV dialog box, enter the start date and end date of the call and click download.


Open the CSV file in Excel, sort the table alphabetically by name, remove duplicate names (from when people leave and rejoin a call), and select just the names in the name column. If two or more meetings were captured by TurboBridge on that day, be sure to capture only the names for the correct meeting.
Open the CSV file in Excel, sort the table alphabetically by name, remove duplicate names (from when people leave and rejoin a call), and select '''just the names''' in the name column. If two or more meetings were captured by TurboBridge on that day, be sure to capture only the names for the correct meeting.


Place the cursor in the '''<Paste TurboBridge Attendance here>''' area and select Word's "Keep Text Only (T)" paste option.
Place the cursor in the '''<Paste TurboBridge Attendance here>''' area and select Word's "Keep Text Only (T)" paste option.