Updating a Meeting Agenda

Description

Before every meeting you will need to create an Agenda. This process involves selecting Agenda Items from the list and selecting any relevant additional information (e.g. selecting ""To Pass"" and then selecting the relevant Entered Apprentice from a dropdown). 

Please Note: Items such as 'The Risings' are not available for selection and should be added to your Summons outside of this process. These are listed in the Agenda download for convenience.

The Agenda Items available will vary based on the type of meeting to ensure only relevant items are available, so please ensure the correct meeting type is displayed at the top of the Meeting Management screen. 

Before you start your Agenda you will see the Pre-Meeting Actions displays 'Agenda Creation: Not Started', as you populate Agenda Items it will then display 'Agenda Creation: In Progress'.

Should you need to make a change to your Agenda, simply return to the Pre-Meeting tab and click the 'Update' button and add/remove an Agenda Item as required.

Step by Step Instructions

Step 1: Open the 'Meeting Management' screen from the 'Home' screen

Step 2: Ensure the 'Pre-Meeting' tab is selected

Step 3: Click 'Update' within the 'Agenda' region

Step 4: Click 'Add Agenda Item'

Step 5: Select the relevant 'Agenda Item' from the dropdown list

Step 6: Populate any additional fields as necessary

Step 7: Click 'Save'

Step 8: Repeat steps 4-7 as required.

Step 9: Once you have added all 'Agenda Items', click 'Close'

Additional Information

•  If you are unable to find the relevant member or candidate in a dropdown after selecting an 'Agenda Item', it is likely the data is not accurate. If it is a candidate, please ensure they have been fully approved and if during the transition period to Hermes any previous 'Proposed/Ballot Dates' have been added. If you are unable to address the issue yourself, please raise this with your Regional Admin Office.