Adding a Bulletin
- From the Meeting window, select the Meeting needed, then right-click and select “Add Bulletin.” The Add Bulletin window will open.
- Number: Auto-generated number assigned to the bulletin.
- Status: Select from the drop-down menu the status of the Bulletin. They can be configured in the Bulletin Status Types screen on Main Menu.
- Type: Select from the drop-down menu the type of Bulletin being created. They can be configured in the Bulletin Types screen on the Main Menu.
- Date: Enter the date of creation – this will default to today’s date.
- Distribution Date: Enter the date the Bulletin will be distributed/sent.
- Response Due Date: Enter the date responses are expected by the recipients.
- Meeting: The name of the meeting associated with this Bulletin – this will auto-fill.
- Account – Meeting: The name of the account associated with this Meeting & Bulletin (will auto-fill).
- Contact – Meeting: The name of the primary contact for this Bulletin.
- Preferred Dates – Meeting: The preferred dates of the Meeting (will auto-fill)
- Housing Dates – Meeting: The set housing dates for the Meeting (will auto-fill)
- Status – Meeting: The current status of the Meeting.
- Notes Tab:
- Houses all Notes pertaining to this Bulletin.
- Approvals Tab:
- Lists the Approval levels, actions, and names of the parties responsible for approving this Bulletin.
- Distribution Tab:
- Lists the recipients of the Bulletin.
- Documents Tab:
- Houses the Documents associated with this Bulletin.
- Advanced Tab:
- Memo: If checked, this Bulletin will be designated as a Memo.
- Print: If checked, indicates if the Bulleting should be printed. This is an informational field only and is not tied to any functionality.
- Properties Must Agree to Concessions Offered: If checked, a new section will appear on the edit bulletin details page in iEBMS Bulletin Management (BUM). This new section will allow concessions to be attached at the property level instead of at the meeting level. The concessions section will have a column for concession, note, amount, and agree. If the property agrees to a concession then a new property concession will be added to the meeting. If the concession is declined then the record will be deleted if it has already been added.
- Suppress Final Submission: This will remove the final submission checkbox from the iEBMS Bulletin Management (BUM) display, as well as from the bulletin distribution grids.
- Approved By: This will auto-fill once the bulletin is approved. However it is also possible to select a name from the drop-down menu to indicate an approver.
- Click OK to save.
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