Council Information Page

The Council Information Page is used to create a page containing reference material for a council round. The page can have multiple tabs, each of which can contain multiple sections and subsections. Within these sections, documents, images, and hyperlinks can be added for easy access to relevant information. Access to the content can be limited per item by council member if necessary.

Use the following links to jump to a particular set of topics:

Tabs

Sections

Subsections

Text

Links

Documents

Copying content

Moving content

Previewing a page

Publishing a page

Selecting a council round

The Council Rounds drop-down at the top of the screen limits the page to the selected council round. Although it defaults to the current council round, you may select previous and next rounds.

NOTE: If you select a previous council round, the screen content will be read-only.

Council rounds roll over on the following dates:

Council

Rollover date

January Council

November 1st

May Council

March 1st

August/October Council

July 1st

Council round rollover details

Tabs and sections from the Council Information page for the previous council round are automatically rolled over to the Council Information page for the new council round on the rollover date.

IMPORTANT: If a Council Information Page containing content already exists for the new council round, nothing is rolled over to prevent overwriting it.

Displaying the Manage Council Information Page screen

1. Click the Council Information Page tab in the ECB toolbar at the top of the screen. The Manage Council Information Page screen is displayed.

Creating a new Council Information Page

Agency-Specific Instructions:
NTP users: A new Council Information Page will already be created. NTP users cannot create new pages.

1. Click the Add New Page button. A new council information page is created and additional page buttons are added to the screen.

NOTE: For new council rounds, if a draft version already exists for the upcoming council, the roll over job will not roll over the current council format to the upcoming council.

Adding a new tab to a council information page

Agency-Specific Instructions:
NTP users: Tabs are created automatically when a new meeting is created. For information on creating meetings, refer to the Creating a meetingtopic. NTP users cannot create tabs outside of the meeting workflow.

1. Click the Page Actions drop-down in the upper-right corner of the screen and select Add TAB. The Add New TAB screen is displayed.

Add New TAB screen

2. Complete the Tab Name field.
3. Click the Save button. The tab is added to the council information page and the Tab Actions button is added to the screen.

Renaming a tab

Agency-Specific Instructions:
NTP users: Renaming a tab will automatically rename the meeting it is associated with.

1. Click the tab you wish to rename.
2. Click the Tab Actions drop-down and select Edit. The Update TAB screen is displayed.
3. Edit the tab name as appropriate.
4. Click the Save button. The tab name is updated.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Changing tab order

After you have created multiple tabs, you may wish to modify the order in which they appear.

1. Click the Page Actions drop-down and select Manage Order. The Manage Order screen is displayed.

Manage Order screen

2. Click the tab you wish to move.
3. Use the buttons to move the tab to the desired location.
a. Click the Up button Up button to move the selected tab up one in the list.
b. Click the First button First button to move the selected tab to be first in the list.
c. Click the Down button Down button to move the selected tab down one in the list.
d. Click the Last button Last button to move the selected tab to be last in the list.
4. Click the Update button. The tabs are updated to reflect the new order.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Controlling tab access

By default, tabs are available to all council and/or staff members. However, you can restrict access to a tab while allowing council and/or staff members to view the content on other tabs.

Agency-Specific Instructions:
NTP users: When a member is added to a meeting, they automatically have access to that meeting tab, but no other tabs.

1. Click the tab you wish to control access to.
2. Click the Tab Actions button and select Access Control. The Restrict Access for TAB screen is displayed; council members and staff members are displayed on separate tabs.
3. Click the tab for the type of member whose access you wish to restrict.
4. Enter all or part of the member's first or last name. The member list is filtered to display matches.
5. Select the checkboxes for the council and/or staff members whom you do not wish to have access to the tab.
6. Click the Save button.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council and/or staff members.

Adding a section

1. Click the tab you wish to add a section to.
2. Click the Tab Actions button and select Add SECTION. The Add New SECTION screen is displayed.
3. Complete the Section Name field.
4. Click the Save button. The section is added to the tab.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Renaming a section

1. Click the tab containing the section you wish to rename.
2. Click the three-dot ellipsis Actions button vertical three-dot ellipsis Actions button for the section you wish to rename and select Edit. The Update SECTION screen is displayed.
3. Edit the section name as appropriate.
4. Click the Save button. The section name is updated.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Changing section order

After you have created multiple sections, you may wish to modify the order in which they appear.

1. Click the Tab Actions drop-down and select Manage Order. The Manage Order screen is displayed.

Manage Order screen

2. Click the section you wish to move.
3. Use the buttons to move the section to the desired location.
a. Click the Up button Up button to move the selected section up one in the list.
b. Click the First button First button to move the selected section to be first in the list.
c. Click the Down button Down button to move the selected section down one in the list.
d. Click the Last button Last button to move the selected section to be last in the list.
4. Click the Update button. The sections are updated to reflect the new order.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Deleting a section

1. Click the tab containing the section you wish to delete.
2. Click the three-sot ellipsis Actions button vertical three-dot ellipsis Actions button for the section you wish to delete and select Delete. A confirmation screen is displayed.
3. Click the Yes button. The section is deleted.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Expanding and collapsing sections

If you are creating a Council Information Page that contains a considerable amount of information, you may wish to expand and collapse the sections to ease navigation.

1. To expand or collapse all sections at once, click the Expand/Collapse All button at the top of the screen.
2. To expand an individual section, click the Section Expand button Expand button on the right side of the section header.
3. To collapse an individual section, click the Section Collapse button Collapse button on the right side of the section header.

Controlling section access

By default, sections are available to all council and/or staff members. However, you can restrict access to a section while allowing council and/or staff members to view the rest of the tab content.

1. Click the tab containing the section you wish to control access to.
2. Click the three-sot ellipsis Actions button vertical three-dot ellipsis Actions button for the section you wish to control access to and select Access Control. The Restrict Access for selected TEXT element screen is displayed; council members and staff members are displayed on separate tabs.
3. Click the tab for the type of member whose access you wish to restrict.
4. Enter all or part of the member's first or last name. The member list is filtered to display matches.
5. Select the checkboxes for the council and/or staff members whom you do not wish to have access to the tab.
6. Click the Save button.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council and/or staff members.

Adding a subsection

1. Click the tab you wish to add a subsection to.
2. If you wish to add the subsection directly to a tab, click the Tab Actions button and select Add SUB SECTION.
-or-
If you wish to add the subsection to a section, click the three-dot ellipsis button three-dot ellipsis button for the section and select Add SUB SECTION.

The Add New SUB SECTION screen is displayed.

Ad New Subsection screen

3. Complete the Sub Section Name field.
4. Click the Save button. The subsection is added.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Renaming a subsection

1. Click the tab containing the subsection you wish to rename.
2. Click the three-dot ellipsis button three-dot ellipsis button for the subsection you wish to rename and select Edit. The Update SUB SECTION screen is displayed.
3. Edit the subsection name as appropriate.
4. Click the Save button. The subsection name is updated.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Changing subsection order

After you have created multiple subsections, you may wish to modify the order in which they appear.

1. If you added the subsections directly to a tab, click the Tab Actions button and select Manage Order.
-or-
If you added the subsections to a section, click the three-dot ellipsis button three-dot ellipsis button for the section and select Manage Order.

Manage Order screen

2. Click the subsection you wish to move.
3. Use the buttons to move the subsection to the desired location.
a. Click the Up buttonUp button to move the selected subsection up one in the list.
b. Click the First buttonFirst button to move the selected subsection to be first in the list.
c. Click the Down buttonDown button to move the selected subsection down one in the list.
d. Click the Last buttonLast button to move the selected subsection to be last in the list.
4. Click the Update button. The subsections are updated to reflect the new order.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Deleting a subsection

1. Click the tab containing the subsection you wish to delete.
2. Click the three-dot ellipsis button three-dot ellipsis button for the section you wish to delete and select Delete. A confirmation screen is displayed.
3. Click the Yes button. The subsection is deleted.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Controlling subsection access

By default, subsections are available to all council and/or staff members. However, you can restrict access to a subsection while allowing council and/or staff members to view the rest of the tab content.

1. Click the tab containing the subsection you wish to control access to.
2. Click the three-dot ellipsis button three-dot ellipsis button for the subsection you wish to control access to and select Access Control. The Restrict Access for SUB SECTION screen is displayed; council members and staff members are displayed on separate tabs.
3. Click the tab for the type of member whose access you wish to restrict.
4. Enter all or part of the member's first or last name. The member list is filtered to display matches.
5. Select the checkboxes for the council and/or members whom you do not wish to have access to the subsection.
6. Click the Save button.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council and/or members.

Adding text

1. Click the tab you wish to add text to.
2. If you wish to add text directly to a tab, click the Tab Actions button and select Add TEXT.
-or-
If you wish to add the text to a section, click the three-dot ellipsis button three-dot ellipsis button for the section and select Add TEXT.
-or-
If you wish to add the text to a subsection, click the three-dot ellipsis button three-dot ellipsis button for the subsection and select Add TEXT.

The Add New Text screen is displayed.

Add New Text screen

3. Enter the text and use the buttons to format as appropriate.
4. Click the Save button. The text is added.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Editing text

1. Click the tab containing the text you wish to edit.
2. Click the three-dot ellipsis button three-dot ellipsis button for the text and select Edit. The Update TEXT screen is displayed.
3. Edit the text as appropriate.
4. Click the Save button. The text is updated.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Changing text order

After you have created multiple text blocks, you may wish to modify the order in which they appear.

1. Click the tab you added text to.
2. If you added the text directly to a tab, click the Tab Actions button and select Manage Order.
-or-
If you added the text to a section, click the three-dot ellipsis button three-dot ellipsis button for the section and select Manage Order.
-or-
If you added the text to a subsection, click the three-dot ellipsis button three-dot ellipsis button for the subsection and select Manage Order.
3. Click the text you wish to move.
4. Use the buttons to move the text to the desired location.
a. Click the Up buttonUp button to move the selected text up one in the list.
b. Click the First buttonFirst button to move the selected text to be first in the list.
c. Click the Down buttonDown button to move the selected text down one in the list.
d. Click the Last buttonLast button to move the selected text to be last in the list.
5. Click the Update button. The text is updated to reflect the new order.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Deleting text

1. Click the tab containing the text you wish to delete.
2. Click the three-dot ellipsis button three-dot ellipsis button for the text and select Delete. A confirmation screen is displayed.
3. Click the Yes button. The text is deleted.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Controlling access to text

By default, text is available to all council and/or staff members who have access to the tab it appears on. However, you can restrict access to a block of text while allowing council and/or staff members to view the rest of the tab content.

1. Click the tab containing the text you wish to control access to.
2. Click the three-dot ellipsis button Actions button for the text and select Access Control. The Restrict Access for selected TEXT element screen is displayed; council members and staff members are displayed on separate tabs.
3. Click the tab for the type of member whose access you wish to restrict.
4. Enter all or part of the member's first or last name. The member list is filtered to display matches.
5. Select the checkboxes for the council and/or staff members whom you do not wish to have access to the text.
6. Click the Save button.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council and/or members.

Adding a link

You may add links to an application list, document list, category, EC panel, council member assignment list, or URL.

1. Click the tab you wish to add a link to.
2. If you wish to add a link directly to a tab, click the Tab Actions button and select Add LINK.
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If you wish to add a link to a section, click the three-dot ellipsis button three-dot ellipsis button for the section and select Add LINK.
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If you wish to add a link to a subsection, click the three-dot ellipsis button three-dot ellipsis button for the subsection and select Add LINK.

The Add New LINK screen is displayed.

Add New Link screen

3. Use the appropriate drop-down to select a link to a previously created application list, document list, category, EC panel, or council member assignment list.
-or-
Enter a URL in the Link/URL field.
4. Enter the text you wish to appear on the page in the Display Text field.
5. Click the Save button. The text is added.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Renaming a link

1. Click the tab containing the link you wish to edit.
2. Click the three-dot ellipsis button three-dot ellipsis button for the link and select Edit. The Update LINK screen is displayed.
3. Edit the Link Name field as appropriate. Note that if you wish to make changes to the selected list or URL, you must delete and reinsert the link.
4. Click the Save button. The link text is updated.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Replacing a link

You may replace an existing link to a URL with a new one at any time. You cannot replace links to lists, panels, or assignments.

IMPORTANT: When you replace a link, any access controls on the original link are removed. You must add access controls to the replacement link if they are necessary.

1. Click the three-dot ellipsis button three-dot ellipsis button for the link and select Replace. The Replace LINK screen is displayed.
2. Enter the new link information as appropriate.
3. Click the Save button. The link is replaced.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Changing link order

After you have created multiple links, you may wish to modify the order in which they appear.

1. Click the tab you added text to.
2. If you added the links directly to a tab, click the Tab Actions button and select Manage Order.
-or-
If you added the links to a section, click the three-dot ellipsis button three-dot ellipsis button for the section and select Manage Order.
-or-
If you added the links to a subsection, click the three-dot ellipsis button three-dot ellipsis button for the subsection and select Manage Order.
3. Click the link you wish to move.
4. Use the buttons to move the link to the desired location.
a. Click the Up button Up button to move the selected link up one in the list.
b. Click the First button First button to move the selected link to be first in the list.
c. Click the Down button Down button to move the selected link down one in the list.
d. Click the Last button Last button to move the selected link to be last in the list.
5. Click the Update button. The link is updated to reflect the new order.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Deleting a link

1. Click the tab containing the link you wish to delete.
2. Click the three-dot ellipsis button three-dot ellipsis button for the link and select Delete. A confirmation screen is displayed.
3. Click the Yes button. The text is deleted.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Controlling access to a link

By default, links are available to all council and/or staff members who have access to the tab they appear on. However, you can restrict access to a link while allowing council and/or staff members to view the rest of the tab content.

1. Click the tab containing the link you wish to control access to.
2. Click the three-dot ellipsis button three-dot ellipsis button for the link and select Access Control. The Restrict Access for LINK screen is displayed; council members and staff members are displayed on separate tabs.
3. Click the tab for the type of member whose access you wish to restrict.
4. Enter all or part of the member's first or last name. The member list is filtered to display matches.
5. Select the checkboxes for the council and/or staff members whom you do not wish to have access to the link.
6. Click the Save button.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council and/or staff members.

Adding a document

1. Click the tab you wish to add a document to.
2. If you wish to add a document directly to a tab, click the Tab Actions button and select Add DOCUMENTS.
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If you wish to add a document to a section, click the three-dot ellipsis button three-dot ellipsis button for the section and select Add DOCUMENTS.
-or-
If you wish to add a document to a subsection, click the three-dot ellipsis button three-dot ellipsis button for the subsection and select Add DOCUMENTS.

The Upload Files screen is displayed.

Upload Files screen

3. Click the browse link. The Open screen is displayed.
4. Navigate to the document's location and select it. You can select up to ten documents if desired:
a. To select non-contiguous documents, hold down the Ctrl key and click each document you wish to add. Selected documents are highlighted.
b. To select contiguous documents, click the first document you wish to add, hold down the Shift key, and click the last document you wish to add. Selected documents are highlighted.
5. Click the Save button. The document is uploaded and linked to the page.

Renaming a document

By default, documents are added using their file names. You may rename documents if desired.

1. Click the tab containing the document you wish to rename.
2. Click the three-dot ellipsis button three-dot ellipsis button for the document and select Edit. The Update LINK screen is displayed.
3. Edit the Link Name field as appropriate.
4. Click the Save button. The document name is updated.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Replacing a document

You may replace an existing document with a new one at any time.

IMPORTANT: When you replace a document, any access controls on the original document are removed. You must add access controls to the replacement document if they are necessary.

1. Click the three-dot ellipsis button three-dot ellipsis button for the link and select Replace. The Replace Document screen is displayed.
2. Select the replacement document.
3. Click the Save button. The document is replaced.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Changing document order

After you have created multiple documents, you may wish to modify the order in which they appear.

1. Click the tab you added documents to.
2. If you added the documents directly to a tab, click the Tab Actions button and select Manage Order.
-or-
If you added the documents to a section, click the three-dot ellipsis button three-dot ellipsis button for the section and select Manage Order.
-or-
If you added the documents to a subsection, click the three-dot ellipsis button three-dot ellipsis button for the subsection and select Manage Order.
3. Click the document you wish to move.
4. Use the buttons to move the document to the desired location.
a. Click the Up button Up button to move the selected document up one in the list.
b. Click the First button First button to move the selected document to be first in the list.
c. Click the Down button Down button to move the selected document down one in the list.
d. Click the Last button Last button to move the selected document to be last in the list.
5. Click the Update button. The document is updated to reflect the new order.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Deleting a document

1. Click the tab containing the document you wish to delete.
2. Click the three-dot ellipsis button three-dot ellipsis button for the document and select Delete. A confirmation screen is displayed.
3. Click the Yes button. The document is deleted.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council members.

Controlling access to a document

By default, documents are available to all council and/or staff members who have access to the tab they appear on. However, you can restrict access to a document while allowing council and/or staff members to view the rest of the tab content.

1. Click the tab containing the document you wish to control access to.
2. Click the three-dot ellipsis button three-dot ellipsis button for the link and select Access Control. The Restrict Access for LINK screen is displayed; council members and staff members are displayed on separate tabs.
3. Click the tab for the type of member whose access you wish to restrict.
4. Enter all or part of the member's first or last name. The member list is filtered to display matches.
5. Select the checkboxes for the council and/or staff members whom you do not wish to have access to the document.
6. Click the Save button.

NOTE: If the page has been published previously, you must republish the page for the change to be visible to council and/or staff members.

Copying a tab

Entire tabs, including all content, can be copied to a new tab.

NOTE: Tabs can only be copied within the Council Information Page for the current council round.

Agency-Specific Instructions:
NTP users: Tabs are created automatically when a new meeting is created. For information on creating meetings, refer to the Creating a meetingtopic. NTP users cannot create tabs outside of the meeting workflow.

1. Display the tab you wish to copy.
2. Click the Tab Actions drop-down for the tab and select Copy TAB.
3. Click the Page Actions drop-down and select Paste. An exact copy of the tab is added to the Council Information Page.

IMPORTANT: Note that any access control settings in the original tab are not retained to the new tab.

Copying content to a new location

Sections, subsections, text, links, and documents can be copied to a different tab, section, or subsection.

NOTE: Content can only be copied within the Council Information Page for the current council round.

1. Click the three-dot ellipsis Actions button three-dot ellipsis Actions button for the content and select Copy [content type].
2. If you wish to copy the content to a different tab, navigate to the tab.
a. To copy the content to a tab, click the Tab Actions drop-down and select Paste.
b. To copy the content to a section or subsection, click the three-dot ellipsis Actions button three-dot ellipsis Actions button for the section or subsection and select Paste.

The content is copied to the new location.

IMPORTANT: Note that any access control settings in the original content are not retained to the new content.

Moving content to a new location

Sections, subsections, text, links, and documents can be moved to a different tab, section, or subsection.

NOTE: Content can only be moved within the Council Information Page for the current council round.

Agency-Specific Instructions:
NTP users: Tabs are created automatically when a new meeting is created. For information on creating meetings, refer to the Creating a meetingtopic. NTP users cannot create tabs outside of the meeting workflow.

1. Click the three-dot ellipsis Actions button three-dot ellipsis button for the content and select Move [content type].
2. If you wish to move the content to a different tab, navigate to the tab.
a. To move the content to a tab, click the Tab Actions drop-down and select Paste.
b. To move the content to a section or subsection, click the three-dot ellipsis for the section or subsection and select Paste.

The content is moved to the new location.

IMPORTANT: Note that any access control settings in the original content are retained when the content is moved.

Pre-ranking an application list

When an application list's voting type is set to Rank Order, ECB administrators have the ability to pre-rank the applications. If the application list is not pre-ranked, the applications will be listed in ascending order by PI Name.

1. Use the instructions in the Adding a linksection to add a link to the ranked-order application list to the Council Information Page.
2. Click the link to view the application list.

Pre-rank Application List screen

3. Click and drag the Move handle move handle up and down to modify the order of the applications.
4. When you have finished reordering the applications, click the Save Pre Rank button in the upper-right corner of the screen. The new order is saved.
5. Click the Cancel/Go Back link in the upper-right corner of the screen to return to the Council Information Page.

Previewing a page as a restricted user

If you have added access controls to any element of the Council Information Page, you can preview the page as a restricted user would see it.

NOTE: Links to applications, panels, categories, and lists are live and can be previewed, but are read-only and voting is disabled.

1. Click the Preview Page drop-down at the top of the screen and select the council member whose access you have restricted. The Preview Council Information for [restricted user] screen is displayed.
2. Review the page to ensure that access is restricted as planned.
3. Click the Go Back button at the top of the screen.

Previewing a page as an admin

If you have added access controls to any element of the Council Information Page, you can still preview the page without any restrictions.

NOTE: Links to applications, panels, categories, and lists are live and can be previewed, but are read-only and voting is disabled.

1. Click the Preview Page drop-down at the top of the screen and select Admin preview.
2. Review the page.

NOTE: If you click a My Assignments link, ECB will display all applications that have been assigned to members for the council round. Click the hyperlinked project number to view the application's summary statement; click the Expand button Expand button to view its attachments.

3. Click the Go Back button at the top of the screen.

Publishing a page

Once you have added content to the Council Information Page, you must publish it so that it will be visible to council members.

1. Click the Publish button at the top of the screen. A confirmation screen is displayed.
2. Click the Yes button. The page is published and is now accessible to council members.

NOTE: If you make any changes to the page after publishing, you must republish the page for the changes to be visible to council members.

Editing a published page

Once the Council Information Page has been published for the first time, you must open the page in Edit mode to make changes.

1. Click the Edit button at the top of the screen. A confirmation screen is displayed.
2. Click the Yes button. The page is opened in edit mode.
3. Make changes as appropriate, then republish the page.

Republishing a page

Once the Council Information Page has been published, any change, no matter how small, requires that you republish the page for the change to be visible to council members.

1. Click the Re-Publish button at the top of the screen. A confirmation screen is displayed.
2. Click the Yes button. The page is published and is now accessible to council members.