Create or Edit an Agenda

Overview

Who can create an agenda?

Any user can create an agenda unless otherwise configured in permissions.

Who can edit an agenda?

Any user can edit an agenda unless otherwise configured in permissions. 

Can agendas be shared with other users?

Yes. Agenda notifications can be sent to attendees and other users. See Send an Agenda Notification for more information.

Can old agendas be archived?

Yes. Agendas can be archived to remove them from the default Agendas view. Archived agendas will remain accessible via filtering. See Archive an Agenda for more information.

What if a proposal included in an agenda is withdrawn from Workflow?

The proposal will remain on the agenda with the updated status of "Draft" reflected.

What happens if a proposal included in an agenda is deleted?

If a proposal has been deleted, it will remain in the agenda but will be displayed as "Proposal does not exist." and can no longer be accessed.

Using Agendas

How do I create a new agenda?

Any user can create a new agenda.

• Click Agendas in the navigation panel.
• Click the New Agenda button in the main agenda view.
• Fill out fields on agenda form. 
  • Note: All changes made in edit mode are automatically saved.
• To exit edit mode, click Leave Edit Mode.

How do I edit an agenda?

Any user can edit any agenda. This includes, but is not limited to: adding or removing proposals, updating date and time of the meeting, etc.

• From the agenda detail view, click Edit in the right panel to enter edit mode.
  • Note: All changes made in edit mode are automatically saved.
• To exit edit mode, click Leave Edit Mode.

How do I add an attendee to an agenda?

• From the agenda detail view, click Edit.
• In the Attendees field, search for an attendee by name or click in the field to view a list of available attendees.
  • Note: Only users in your institution with a Kuali account will be displayed. 
• Optional: Select any additional attendee(s) to add.

How do I add proposals to an agenda?

• To add a proposal via proposal typeahead:
  • From the agenda detail view, click Edit.
  • In the Proposals field, type in the title, subject code, or description of a proposal or click in the field to view a list of available proposals.
  • Select a proposal.
  • Optional: Select additional proposals to add.

How do I reorder the proposals in an agenda?

• From the agenda detail view, click Edit.
• Click on the reorder button of any proposal.
• Drag and drop to arrange the proposals in the correct order.
  • Note: By default, proposals will be added to the agenda in selection order with the most recently added proposal appearing at the top.

How do I remove a proposal from an agenda?

• From the agenda detail view, click Edit.
• Click on the trash icon inline the proposal to delete.
• Click Leave Edit Mode.

How do I attach a document to an agenda?

• From the agenda detail view, click Edit.
• In the Attachment(s) section, click Add File.
• Select a file from your computer.
• Click Open or Cancel to return to the previous screen.
• Optional: Select any additional file(s) to attach.

How do I duplicate an agenda?

• From the agenda detail view, click Duplicate.
  • Note: Duplicating an agenda will duplicate all content in the current agenda, including (but not limited to) title, proposals, attendees, description, etc.

How do I save an agenda?

All changes made to an agenda are automatically saved.

How do I delete an agenda?

Any user can delete an agenda.

• From the agenda detail view, click Delete.

How do I print an agenda?

• From the agenda detail view, click Print.
  • Note: To print a full proposal, click on the proposal title to navigate to the proposal in a new tab.