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CivicClerk Training - November 14, 2022

  1. I am interested in (check all that apply):
  2. CIVICCLERK TRAINING AGENDA:

    Uploading memos and attachments to a Selectboard Packet (appx. 10:00 to 10:30)
    Training for staff who provide documents for Selectboard meetings

    How to create memos in CivicClerk or upload an existing memo to an upcoming Selectboard meeting and how to upload attachments to go with the memo. NOTE: This eliminates sending documents to the Manager and Deputy Manager to include in meeting packets. If you are not already doing this, it is highly recommended that you attend this training.

     Basic steps:

    • Locate the correct Selectboard meeting for your information
    • Upload or create a memo
    • Upload attachments to go with the memo (if any)
    • Initiate approvals

    Uploading an agenda (from Microsoft Word) (appx. 10:30 to 10:45) 
    Training for staff who upload agendas for committees and boards

    How to upload an agenda you have already put together in Microsoft Word.

    Basic steps:

    • Create the event (shows up on the website calendar)
    • Upload the agenda
    • Publish the agenda
    • Check the calendar and your post

    Uploading minutes (appx. 10:45 to 11:00)
    Training for staff who upload minutes for committees and boards

    How to upload and publish draft minutes and how to replace the draft minutes with final versions, if applicable.

    Basic steps:

    • Upload minutes
    • Publish minutes
    • Check your post

     ----------Attendees who do not need the training below may leave-----------------------------------------------

    Creating an agenda and packet in CivicClerk (appx. 11:00 to 12:00) 
    Training for staff who create agendas and packets for boards in CivicClerk (not uploaded)

    How to create your own agenda using CivicClerk.

    Basic steps:

    • Create the event (shows up on the website calendar)
    • Create an agenda
    • Complete fields to create your own memos
    • Upload attachments
    • Publish the agenda and packet
    • Check the calendar and your post
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