Early Concurrence Panel Details screen

The Early Concurrence Panel Details screen allows you to view, modify, and maintain early concurrence panels. It consists of three parts.

The Panel Details pane at the top of the screen displays basic information about the panel and contains a toggle to open and close voting and a link to edit the details as necessary.

The Panel Members pane at the bottom of the screen contain a list of council members assigned to the early concurrence panel and buttons to add and remove panel members.

The Projects tab at the bottom of the screen contains a list of projects assigned to the early concurrence panel and links to view additional details about the projects.

Toggling voting on and off for an early concurrence panel

The Panel Details pane contains a quick toggle to open and close voting for that panel. The toggle is located on the title bar in the upper-right corner of the screen.

1.

Slide the toggle to the right to open voting. The text indicates that voting is open.

2.

Slide the toggle to the left to close voting. The text indicates that voting is closed.

Viewing an early concurrence panel's details

3.

Click the Early Concurrence tab in the ECB toolbar at the top of the screen. All early concurrence panel's for the current council round are listed.

4.

Click the three-dot ellipsis button in the title bar of the early concurrence panel and select View Details. The Early Concurrence Panel Details screen is displayed.

Editing an early concurrence panel's details

1.

Display the Early Concurrence Panel Details screen using the instructions in the Viewing an early concurrence panel's detailssection above.

2.

Click the Edit Panel Details link in the lower-right corner of the panel details pane. The panel details are displayed in edit mode.

3.

Modify the panel details as appropriate. Refer to the Creating a new early concurrence panel section for details about the fields.

4.

Click the Save button. The edits are saved and a confirmation message is displayed.

Managing Panel Members

Council members from the council round member list can be added to or removed from the early concurrence panel member list.

Viewing Panel Members

1.

Display the Panel Details screen.

2.

If necessary, click the Panel Members tab. A list of current panel members is displayed.

Adding Panel Members

1.

Display the Panel Members tab using the instructions in the instructions in the Viewing an early concurrence panel's details section above.

2.

Click the Add Panel Members button. The Add Members to EC Panel screen is displayed, containing a list of the council members from the council round member list.

NOTE: Only members that are part of the current panel are listed. If you wish to add a person who is not on the list, refer to the instructions in Adding a Council Member section.

3.

If desired, use the Filter Table field to quickly locate council members. Refer to the Standard Tools for Tables section topic for more information.

4.

Select the checkboxes for the member(s) you wish to add to the early concurrence panel.

5.

Click the Add to Panel button in the lower-right corner of the screen. The members are added to the early concurrence panel and a confirmation message is displayed.

6.

If necessary, repeat steps 2-4 to add additional members to the early concurrence panel.

7.

Click the Back button in the lower-right corner of the screen to return to the Early Concurrence Panel Details screen. The selected members are added to the Panel Members tab.

Removing Panel Members

1.

Display the Panel Members tab using the instructions in the instructions in the Viewing an early concurrence panel's details section above.

2.

If desired, use the Filter Table field to quickly locate council members. Refer to the Standard Tools for Tables section for more information.

3.

Select the checkboxes for the member(s) you wish to remove from the early concurrence panel.

4.

Click the Remove Selected button. A confirmation message is displayed.

5.

Click the Yes button. The selected members are removed from the Panel Members tab.

Managing a Panel's Projects

Projects are added to the Projects tab in the Early Concurrence Panel Details screen.

Viewing a Panel's Projects

1.

Display the Early Concurrence Panel Details screen.

2.

If necessary, click the Projects tab. A list of current panel projects is displayed.

Adding Projects to a Panel

1.

Display the Projects tab using the instructions in the instructions in the Viewing a Panel's Projects section above.

2.

Click the Add Panel Projects button. The Add Projects to EC Panel screen is displayed, containing a list of the projects in the council round project list.

NOTE: Only projects that are part of the current panel are listed. If you wish to add a project that is not on the list, refer to the instructions in the section.

3.

If desired, use the Filter Table field to quickly locate council projects. Refer to the Standard Tools for Tables section for more information.

4.

Select the checkboxes for the project(s) you wish to add to the early concurrence panel.

5.

Click the Add to Panel button in the lower-right corner of the screen. The members are added to the early concurrence panel and a confirmation message is displayed.

6.

If necessary, repeat steps 2-5 to add additional members to the early concurrence panel.

7.

Click the Back link in the lower-right corner of the screen to return to the Early Concurrence Panel Details screen. The selected members are added to the Panel Members tab.

Removing Projects from a Panel

1.

Display the Projects tab using the instructions in the instructions in the Viewing a Panel's Projectssection above.

2.

If desired, use the Filter Table field to quickly locate council members. Refer to the Standard Tools for Tables section for more information.

3.

Select the checkboxes for the project(s) you wish to remove from the early concurrence panel.

4.

Click the Remove Selected button. A confirmation message is displayed.

5.

Click the Yes button. The selected projects are removed from the Projects tab.