Procedure: Adding committee documents

When to perform

Servicing officers add documents to the relevant meeting or chair's circular in the Governance Intranet when they have received inputs from all parties and have compiled the final version of the agenda, minutes, chair's circular and any other committee documents that need to be made available.

You must have

The latest version of the committee documents.

Procedure

This procedure has been documented in Windows XP operating system. If you are using Windows 7 or other operating systems, the steps might vary slightly. We will be documenting all procedures for Windows 7 in due course.

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

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

Opening the meeting or chair's circular page

  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 meeting or chair's circular to which you would like to add committee documents.

  1. The <Meeting or chair's circular name> page opens displaying the meeting or 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 add/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.

Uploading multiple files is not recommended.

Adding a single file

  1. The Choose File To Upload dialog box appears.

  2. Navigate to the file to be added for the selected meeting or 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 added 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, Agenda, 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 <Meeting 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 minutes), repeat from step 5 until all documents have been added.

  4. Either continue working in the Governance Intranet,

  5. Or log out, see: Logging out.

  6. See also: Downloading committee documents