Help for NENA-ADM-008 Agenda and Notes Form: Difference between revisions
Help for NENA-ADM-008 Agenda and Notes Form (view source)
Revision as of 18:00, 7 March 2021
, 3 years agoUpdated Join.Me and Turbobridge information with Zoom information and added information about NENA's Code of Conduct Policy.
MikeVislocky (talk | contribs) (→Enter link to previous notes on NENA Workspace: Changed date format.) |
(Updated Join.Me and Turbobridge information with Zoom information and added information about NENA's Code of Conduct Policy.) |
||
Line 17:
*'''Meeting Information.''' The Meeting Information table was removed and replaced with a link to the Events page in NENA Workspace with links to all scheduled meetings. Members can select the meeting where they can see the meeting details, cancel their RSVP, and indicate that they have attended the event. This process eliminates the duplication of work for group leaders to prepare the information in NENA Workspace and enter the same information again in the ADM-008 Agenda. It also transfers the official attendance record-keeping from the meeting note-taker to the attendee.
*'''Attendance Table.''' The Attendance Table has been removed. Since the official attendance records are maintained in NENA Workspace, and the official group roster is maintained there, managing the attendance table in the Agenda and Notes was considered to be an unnecessary duplication of work. The form includes the capture of
*'''Opening Questions & Statements.''' The '''Opening Questions & Statements''' now include guidance about attendance processes, required changes to the IPR statement, and suggestions about meeting etiquette.
*'''Tasks tables removed from Agenda Items.''' The "Action Items" feature of NENA Workspace will be used instead of tasks.
*'''First Actions.''' The First Actions agenda item section was added to include time-sensitive topics that may otherwise have been placed in unfinished or new business but need to addressed before other agenda items that might take up the rest of the meeting.
*'''Chat Box notes.''' Sometimes, the
*'''Updated IPR and Antitrust Advisory statement.''' The NENA IPR statement has been updated to reflect the revised NENA IPR and Antitrust Policy.
*'''Added NENA Ethics & Code of Conduct Policy.''' The Meeting Etiquette section now includes a statement regarding adherence to NENA's Code of Conduct during the meeting. A NENA Ethics & Code of Conduct Policy has been added to the end of the form.
=== Accessibility ===
Line 84 ⟶ 85:
'''Attendance Report'''
Line 98 ⟶ 100:
[[File:Edit Hyperlink 2020-07-22 22-24-21.png|alt=Screen print of Edit Hyperlink dialog box.]]
Click '''OK''' in the Set Hyperlink ScreenTip box and '''OK''' in the Edit Hyperlink box.
Line 218 ⟶ 221:
==== How to delete Agenda Items ====
To delete a duplicated '''Agenda Item''', right-click somewhere in the table (1) and then click on '''Delete Agenda''' (2). This method
[[File:Deleting an Agenda Item 2020-08-19 20-19-02.png|alt=Screen print for Deleting an Agenda Item]]
===
The
=== Chat Box ===
Line 230 ⟶ 233:
=== IPR / Antitrust Advisory ===
There are three sections marked with red bold text in the IPR / Antitrust Advisory that should be changed to show the group's name.
=== NENA Ethics & Code of Conduct Policy ===
No preparation of this section is needed prior to the meeting.
=== Check Accessibility ===
Line 240 ⟶ 246:
The designated note-taker will use the ADM-008 Agenda form as the basis for taking the meeting's notes.
=== Preparing the ADM-008 form for note-taking
In preparation for a meeting, the note-taker edits a copy of the agenda for the meeting by unchecking the '''Agenda''' check box in the form's header and checking the '''Notes''' box instead.
=== Attendance ===
At the beginning of the meeting, either the meeting
There are two goals for this process:
* Let everyone know who is
* Verify that the names of the callers are correct.
=== Opening Questions & Statements ===
Line 276 ⟶ 282:
=== Meeting Adjournment ===
Record the time the meeting ended, including the time zone. If you did not record the time at the end of the meeting, you can check the
=== 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.▼
'''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 ====▼
Place the cursor in the '''<Paste TurboBridge Attendance here>''' area and select Word's "Keep Text Only (T)" paste option.▼
▲After the meeting is over, the
▲'''Please note:
In the Zoom Administrative panel, click on '''Reports''', then '''Usage'''.
If the desired meeting is not displayed, change the dates in the search line and click on '''Search.'''
Find the Zoom meeting you need the attendance from (confirm date and time since there may be multiple meetings on the same date) and click on the number in the Participants column.
Check the '''Export with meeting data''' box and the '''Show unique users''' box. Then click on Export to download the CSV file.
▲Place the cursor in the '''<Paste
=== Chat Box ===
At the end of the meeting and before the
'''Note:''' If the Chat Box content includes your messages ("
=== Check Accessibility ===
|