
- Details
- Category: Documentation
- By Jane Atkinson
Agenda Templates
You can define one or more default agendas for the club. The template can be built from scratch, or modified from another agenda which has been saved as a template.
If your club is happy with one of the defaults provided, you don't need to define any additional agenda templates.
Create a new template
Click on the + button.
Give your new template a name and a start time.
Click on Save as New Agenda Template.
To continue building your template, see the instructions for editing an agenda.
Save an existing agenda as a template
Go to the agenda you want to use as a template.
Click on the pencil button to open it for editing.

Click on Agenda Setup tab
Click on the Save as Template button (arrowed).
You can choose to replace an existing template by choosing its name from the pull-down list.

OR you can add a completely new template by giving it a name.

This will save a copy of the agenda as it is now, but without names in any of the roles.
Note: Any further changes you make to the original agenda will have no effect on the template.
Pre-populated roles
In general, leave the roles empty.
However, if you have any agenda roles which are done by the same person every time, you can add the member's name to the template. For example, "President opens meeting" can have the President's name added.
When you change the name in the template after a new President has been elected, existing agendas won't be affected.
Delete a template
Select the agenda you wish to delete in the templates list.
Click on the trash/rubbish icon (arrowed in screenshot below).

You'll be asked to confirm that you really want to delete this template. Click Delete This Template (unless of course you realise that you've made a mistake).

- Details
- Category: Documentation
- By Jane Atkinson
You don't need to join the forums if you can solve your problem just by reading.
If you need to ask for help, please follow the steps below.
1. Click on Register for Support or Create an Account

2. Choose a name, username and password.
Your username is the one that gets shown on the forum. It's best NOT to use your email address as a username. Spammers might get hold of it.
You'll need to enter the CAPTCHA text. It's a device to minimise spam. If you have difficulty deciphering it, you can click on the blue reload button (arrowed) to get another one.

3. It's a good idea to put your club number in your forum signature.
Go to http://support.toastmastersclubs.org/forum/profile/edit/, click on the Profile Information tab and scroll to the bottom.

Screencast provided by Brad Smith
4. Post a message by clicking on "new topic".

If you're not sure where your post should go, put it in Support Requests. Moderators will move it if necessary.

5. Make sure that your post is as specific as possible.
- When did the problem first occur?
- What operating system and browser are you using?
- Did you refresh your browser cache?
- Are cookies enabled?
- A screen shot is often helpful.
And PLEASE include your Club number. We are unlikely to be able to help you without it.
Your first post isn't immediately visible. Moderators need to approve it. This is another safeguard against spam posts. Sometimes approval takes only a few minutes, other times it may be several hours. It depends entirely on who is online at the time.
DO NOT PM* the volunteer ambassadors for help (unless you have been asked to, of course). You'll only be asked to post in the forums. Why not save time and just create that post.
6. Comply with the Terms of Use at all times.
*PM = (send) private message
- Details
- Category: Documentation
- By Jane Atkinson
There are three basic categories or levels of access to the agenda system, outlined below. (This is in addition to what an ordinary member can do.)
Processing an existing agenda
includes adding and deleting roles if necessary
View and print speech introduction notes
Traditionally, the Toastmaster or Chair of the meeting can do this, but any other role can be designated as able to edit the agenda.
Creating / deleting agendas
This can be from a template or an existing agenda
only recommended in special circumstances, such as testing
The default for this level is VP Education, but any other officer(s) – up to three – can be designated.
Handling templates, and managing overall settings
Configure agenda overall settings
This can be the VP Ed but it doesn't have to be. This and the previous level can be managed by different officers. Up to three can be assigned.
The website admin is the "super-user" and can always access everything.
A note about agendas vs. templates
Think of an agenda as a photocopy of a template. After the copy has been made, changes in the original (the template) don't affect the copy. Neither do changes in the copy (the agenda) affect the original.
To help you to be aware of which you are editing, the following may be useful:
-
Agendas can only be edited from the site agenda area.
-
Templates are edited from the admin panel only.
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