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Reference and review notes

Glossary

Accordion Agenda
A meeting page organized into headings that open and close.

Board Member
An authorized user assigned to a Board group or equivalent access group.

My Account
The signed-in account area used to review account information and edit the email address or password.

Expandable HTML
Supporting material displayed as structured web content under a Read ... heading.

Private material
Content shown only to signed-in users with the required permission.

Public material
Content available without signing in.

Print Full Packet
A print action that includes the agenda and packet materials available to the user.

Print Agenda Only
A print action limited to the agenda page.

Consolidated screenshot mapping

SB-BRD-011 is intentionally used for the functions originally specified as SB-BRD-010, SB-BRD-012, SB-BRD-013, and SB-BRD-014.

Function SB-BRD-011 coverage
SB-BRD-010 Expanded agenda content
SB-BRD-012 Structured agenda content
SB-BRD-013 Private file at callout 2
SB-BRD-014 Private expandable HTML at callout 4

Reviewer guidance

Reviewers should comment by page title and screenshot ID. Examples:

  • Sign in and accounts — step 4
  • Search and print — SB-BRD-018
  • Meeting checklist — before the meeting

Focus review on:

  1. Procedural accuracy for a Board Member account.
  2. Clear task labels and short paths to completion.
  3. Correct public/private terminology.
  4. Screenshot accuracy and callout clarity.
  5. Keyboard and accessibility guidance.

Revision History

Version Date Status Summary
1.1 2026-07-13 Distribution Added My Account terminology and procedures; improved tablet and phone navigation.
1.0 2026-07-13 Review Draft Initial online reference, reviewer guidance, and consolidated screenshot mapping.