Accordion Agenda Quick Start¶
Use this one-page workflow for normal meeting preparation.
1. Clone¶
- Open Drafts & Templates.
- Clone the approved meeting-type template.
- Rename Clone of....
2. Confirm the draft¶
- Update title, date, time, and Agenda Header.
- Actively select the correct Group.
- Keep Private, Notifications unchecked, and Published unchecked.
- Save.
3. Complete the agenda¶
- Replace template placeholders.
- Complete the blank recurring sections needed for this meeting.
- Add or edit Agenda Items and Expandable HTML.
- Remove unused blank sections.
4. Add supporting material¶
- Put approved public files under Public Files.
- Put confidential files under Private Files.
- Use meaningful descriptions.
- Open saved attachments to verify them.
5. Review¶
- Review the saved draft, not just Preview.
- Confirm section order, content, privacy, attachments, and Group.
- Ask another authorized reviewer when district procedure requires it.
6. Publish¶
- Set Visibility to Public.
- Select Notifications when the public notice should be sent.
- Select Published.
- Confirm Group and save.
- Immediately reopen the agenda, clear Notifications, and save again.
7. Verify¶
- Sign out.
- Open the public Group page and agenda.
- Test changed sections and public links.
- Confirm no private material appears.
- Confirm the independent public-notification account received the notice.
Stop and ask
Ask before saving whenever Group, privacy, publication, notifications, or confidential material is unclear.
Make every notification intentional
Do not leave Notifications selected after a notice is sent. Clear it immediately so later agenda changes do not send another notice accidentally.