This guide will introduce you to the different roles available in Agenda Management, each of which have different options and functionalities available to them. The three roles are as follows: Case Administrator, Committee Administrator and Administrator. Each role will allow for different responsibilites within Agenda Management.
This does not mean being presented with different menus or the like, but simply having access to different features. Be aware that these roles have no correlation with the "Responsible Users" section of the different committees.
As a case administrator you are able to create meeting items along with attaching Workzone cases and appendices to a specific item. As such, the case administrator has certain restrictions when it comes to the "Create" tab in the menu. Case administrator will often be tasked with the creation and delivery of information to meeting agendas.
As a committee administrator, you are able to create items, agendas and meetings. Furthermore, you have the option to create and regulate committees, committee categories, and the members within said committees. As such, Comittee administrators have a lot of options when clicking the "Create" or "Configure" tabs in the menu.
But there are a lot of responsibilites with this role. You will be responsible for the coordination of the entire slate of meetings and the practical tasks herein, along with collecting the various meeting materials from the different meeting attendees, and finally sign off on the meeting agenda before it is publicized.
You will have an overview of the various deadlines needing to be upheld, the status of the different items along with being responsible for handling the publication of the specific meeting and the filing of the subsequent agenda in Workzone.
As an administrator, you will have a large selection of options available to you. You can create different templates which can subsequently be used when working with agendas. Furthermore, you are able to create or edit the users, groups and roles within Management, along with handling the stylesheets. As such, administrators have access to every single function and option within "Create" and "Configure".