Procedure: Adding a chair's circular

When to perform

Servicing officers add the chair's circular to the Governance Intranet when they have received all inputs from the chair and have compiled the final version of the chair's circular and any other attachments that need to be made available.

You must have

The latest version of the chair's circular and attachments in electronic format.

Procedure

Below are links to the parts of this procedure, either follow the procedure sequentially or jump to the part that you need help with:

Opening the chair's circular page

  1. Log in to the Governance Intranet. See: Logging in.

  1. In Governance - Governance page, select Committees section.  

  1. The Committees - Home page opens displaying the Manage Committees menu.

  2. In the Manage Committees menu, choose View My Meetings.

  1. The Committees - View My Meetings page opens displaying a list of meetings for the committee which you service.

  2.  In the View My Meetings section, select the chair's circular to which you would like to add the chair's circular document and attachments, if applicable.

  1. The <Chair's circular name> page opens displaying the chair's circular details and, if applicable, a list of documents which have already been added.

  2. If a message appears above the meeting title notifying you that items in the Document Set have been added or removed, click Update the Document Set.

Opening the upload page

  1. To add a document, in the Library Tools section in the top menu, select the Documents tab.

  2. The Documents ribbon appears:

  1. The Upload Document page opens.

  2. If applicable, ensure that the Overwrite existing files check box is selected.

Adding a single file

  1. The Choose File To Upload dialog box appears.

  2. Navigate to the file to be uploaded for the selected chair's circular.

  3. Select the file and click Open.

  1. The Upload Document page reappears and the file path and name appears in the Name field.

  2. Click OK.

  3. The Processing message asking you to be patient appears on the page.

  1. The Meetings - <Document file name> page opens displaying a message confirming that the document was uploaded successfully and that you can use the form to update document properties.

  1. Ensure that the correct Content Type was selected for this document (i.e. Minutes or Meeting Attachment), correct if necessary.

  2. Ensure that the file name complies with the file naming convention, correct if necessary.

  3. Check that the Status is correct, if you need to select a status other than the default Draft status, click Browse for a valid choice.

  4. The Select: Status dialog box appears.

  5. Check that the <Selected content type> Type is correct, if it is another content sub-type, then click Browse for a valid choice.

  6. The Select: <Selected content type> Type dialog box appears.

  7. Select the Committee.

  8. Click Save.

  1. The <Chair's circular name> page reappears displaying the document that has just been loaded with a New icon next to the Name.

  2. The document has been successfully added.

  3. If you have more documents to add (e.g. attachments to the chair's circular), repeat from step 5 until all documents have been added.

  4. If you have finished adding documents, then: