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Create a meeting

avatar of Kira Hartley

Kira Hartley

Last updated

To create an OC Meeting, you must first have a listing page set up. We have pre-installed an OC Module Interface, with the OC Minutes and Agendas template, as a listing page. This page will collate all OC Meetings created site-wide.

If you need to create a listing page, follow these steps:

  1. Right-click in your site tree where you would like to create your listing page.
  2. Select Create a page.
  3. Select OC Module Interface as the content type.
  4. From the Template Name dropdown, select one of the minutes & agendas templates. There are three to choose from: OC Minutes And Agenda, OC Past Minutes And Agenda, and OC Upcoming Minutes And Agenda. More information on these templates can be found here.
  5. Save and Publish your listing page.

Minutes and Agenda Template Name dropdown menu

These templates all have two WYSIWYG content areas that can be used to provide introductory text or any supplementary information.

How to create an OC Meeting page

The OC Meeting content type has a default template and a series of fields. To create an OC Meeting:

  1. Right-click on the module interface listing page
  2. Choose Create Page
  3. Select the OC Meeting content type.
  4. Fill out all necessary fields as shown below.
  5. Publish your meeting

What to include in your OC Meeting page

Field Function
Page name Completes the unique page URL
Meeting title Title displayed in meeting lists and at the top of the Meeting page
Meeting summary Short description of page content displayed in meeting lists and search results
Select meeting type

Choose the type of meeting. The default options are "Ordinary Meeting" and "Special Meeting". Site Managers or System Administrators can customize the preset options available for meeting types, before content authors start creating content. Visit our Manage the Minutes & Agendas module article for more details on how to do this.

Note: All OC Meeting pages must specify the meeting type. Deleting a meeting type in the above settings will remove this information from all OC Meeting pages that have been assigned that type. This means that you will need to revisit all pages with this meeting type and assign them a new meeting type.

Meeting type settings menu

Select meeting date Date of meeting, start time and end time
Meeting location
Additional information Additional description of the location
Meeting venue Name of the meeting venue
Street address Street address for Google Maps
Locality Locality, suburb, or area of the location for Google Maps and search
Postal code Postal code of the meeting location
Latitude Longitude (in decimal "lat, lon" format)

The latitude and longitude to determine where this event should be shown on a map. You can add this yourself, or it will be automatically generated from the street address when the page is published.

Note: if you are adding this manually, please ensure the 'Overwrite lat/long values when the page is published' setting is set to 'No'. Access this setting from More > Site Management > your site > Settings > Location

Supporting information
Add meeting links Related internal and/or external links for the meeting
Add meeting documents Any meeting documents that ARE NOT minutes or agendas
Add common search terms people would use when looking for this meeting Meeting keywords or metadata to boost page in search results
Content labels These labels organize your content internally (i.e. your site visitors won’t see the labels). Content labels can be used to make content lists. 

If you want your community to be able to save this meeting to an external calendar, go to the Engagement tab and check the box to Show add to calendar on this page. If you can't see this setting, turn on the 'add to calendar' function in the Minutes & Agenda module setting. Go to Manage the Minutes and Agenda module to learn how to do this.
'Add to calendar' checkbox in Engagement tab on OC Meetings page

Next Steps

  1. Upload minutes and agendas documents
  2. Manage the Minutes and Agendas module
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