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

Updated Join.Me and Turbobridge information with Zoom information and added information about NENA's Code of Conduct Policy.
(Updated Join.Me and Turbobridge information with Zoom information and added information about NENA's Code of Conduct Policy.)
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*'''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 TurboBridgeZoom attendance reports. This is important as a backup to the attendance in NENA Workspace. It is also required to capture the attendance of any person who is not on the group's NWS roster.
*'''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 join.meZoom Chat Box is used to gather important information including references, contributions, and polls. Those important meeting details can now be captured in the form.
*'''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 ===
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'''Attendance Report'''
 
 
 
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[[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.
 
 
 
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==== 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 maynotmay not work for the original template's Agenda Items.
 
[[File:Deleting an Agenda Item 2020-08-19 20-19-02.png|alt=Screen print for Deleting an Agenda Item]]
 
=== TurboBridgeZoom Attendance Report ===
The TurboBridgeZoom Attendance Report is where the attendance details from TurboBridgethe isZoom meeting are copied after the meeting. No preparation of this section is needed prior to the meeting except deleting text from a prior meeting.
 
=== Chat Box ===
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=== 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 ===
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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 chairhost or notea meeting co-takerhost should displayreview the TurboBridgeZoom Web ControlParticipants Panel showingto theidentify participants onin the bridgemeeting that do not have their full name displayed or only show a phone number. Names Theshould namesinclude mayboth bea readfirst forand thelast benefitname ofand callersphone whonumbers areshould notbe onchanged join.meto the full name of the caller.
 
There are two goals for this process:
 
* Let everyone know who is onin the bridgemeeting. Identifying meeting participants is a normal business courtesy.
* Verify that the names of the callers are correct. TurboBridgeZoom participant names are a back-up to the NWS attendance and may contain names of guests or other parties who are not listed in the NWS group roster. Sometimes TurboBridge show an incorrect name
 
=== Opening Questions & Statements ===
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=== 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 TurboBridgeZoom logUsage Report and use the time when most members disconnected from the call.
 
=== 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 ====
In the TurboBridge History & Recordings tab, click on the Download CSV button.
 
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.
 
Place the cursor in the '''<Paste TurboBridge Attendance here>''' area and select Word's "Keep Text Only (T)" paste option.
 
==== Method 2. Show Call Detail Method ====
This method may be best for smaller groups.
 
=== TurboBridgeZoom Attendance Report ===
In the TurboBridge History & Recordings tab, click on the "Show Call Detail" icon for the meeting you want.
After the meeting is over, the TurboBridgeZoom Usage Report attendance information must be placed into the form. It may be entered manually, or copied from TurboBridgethe Zoom Usage Report 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: TheseThis twomethod methods resultresults 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.'''
[[File:TurboBridge Call Detail Icon.png|alt=Screen print of TurboBridge Web Control Panel Call Detail Icon|800x800px]]
 
==== Method 1. Download CSV ====
Select and copy all the text in the table.
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.'''
[[File:TurboBridge Call Detail Table.png|alt=TurboBridge Call Detail Table|800x800px]]
 
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.
Paste the data into the '''<Paste TurboBridge Attendance here>''' area. You should see a formatted table.
 
Check the '''Export with meeting data''' box and the '''Show unique users''' box. Then click on Export to download the CSV file.
Select the names in the table and copy them.
 
PlaceOpen the cursorCSV belowfile in Excel, sort the table alphabetically by name, and selectcopy Word's''just "Keepthe Textnames''' Onlyin (T)"the pasteName optioncolumn.
 
Place the cursor in the '''<Paste TurboBridgeZoom Attendance here>''' area and select Word's "Keep Text Only (T)" paste option.
Delete the table.
 
=== Chat Box ===
At the end of the meeting and before the Join.MeZoom session is closed, copy the contents of the Join.MeZoom Chat Box into this section if they are relevant to the meeting discussion.
 
'''Note:''' If the Chat Box content includes your messages ("You@AllFrom Me to Everyone"), use Word's '''Replace''' function to replace "You@From Me to Everyone" with "From <YourName@> to Everyone." You may also want to delete private messages you may have sent or private messages others sent to you.
 
=== Check Accessibility ===