Thu, Jul 3, 2025·Sacramento, California·Other

Sacramento City Council Legistar Training Session - July 8, 2024

Discussion Breakdown

Technology And Innovation60%
Personnel Matters15%
Workforce Development10%
Public Engagement8%
Miscellaneous7%

Summary

Sacramento City Council Legistar Training Session

Overview

This meeting was a comprehensive training session between Sacramento city staff and a Granicus/Legistar support representative to address technical issues with the city's legislative management system. The session took place on July 8, 2024, and focused on resolving problems with council member display, meeting agenda generation, and system configuration.

Opening and Technical Issues

  • Primary Issue: Council members were not appearing in the minutes module despite being properly entered in the People section
  • Root Cause: Staff had accidentally created duplicate meeting bodies (two meetings both named "2 p.m.") which caused system confusion
  • Resolution: The duplicate meeting was identified and the naming conflict was resolved

System Configuration and Training

  • People Management: Training on proper setup of council members with correct terms and titles
    • Mayor listed first, followed by district order
    • Vice Mayor and Pro Tem titles need annual updates with proper date ranges
    • Current council has 9 members
  • Meeting Bodies: Discussion of separating the 2 p.m. and 5 p.m. meetings into primary and secondary legislative bodies to prevent agenda item duplication
  • Attendance Tracking: Covered procedures for handling members who arrive late or leave early, including taking multiple roll calls

Minutes Module Walkthrough

  • Consent Calendar Process: Training on marking items 9-22 as consent items and recording unanimous approval
  • Motion Text Integration: System configured to pull motion language from Media Manager
  • Formatting Issues: Identified excessive indentation problems in minutes output that need design team correction

Administrative System Tour

  • User Management: Discovered 833 active user accounts (significantly more than expected ~500 people)
  • Security Groups: Reviewed current system where agenda creators are all system administrators; discussed potential reorganization for better access control
  • File Management: Covered legislative file types, statuses, and workflow controls
  • Subject Indexes: Discussed cleaning up keyword system for better public search functionality

Key Outcomes and Next Steps

  • Immediate Action: Granicus representative will create secondary legislative body for the 2 p.m. meeting by July 9th
  • Testing: Next meetings on July 22nd (9 a.m. and 2 p.m.) will test the new configuration
  • Staff Training: Plan to register two additional staff members for Granicus learning management system
  • Future Planning: Discussion of 2-year transition plan as current staff member plans to retire
  • System Cleanup: Various cleanup tasks identified including user account audit and subject index refinement

Meeting Schedule

  • Current Break: Council on recess starting July 9th
  • Next Session: Scheduled for two weeks later
  • Agenda Publication: July 22nd meeting agendas to be published by July 16th

Meeting Transcript

record for us okay we're recording now perfect all right um so it sounds like you started with entering your members but they're not showing up in the minutes module where you expected them to be right so i put them in people and then i went to my bodies and i populated all of the the council and i think we might have an extra council meeting and then we don't need and um the standing committees but when we were in live manager they did not the the motion box lit up but there was no humans to drop down and the same thing happened when i attempted in okay okay so you added them in people and then you added them in their office where they're supposed to be like sorry people keep starting a meeting i'm not participating in oh why is there two oh so that was that's also on my list i think that one might have been the one you had you had to create an external do something funky to fix my script last meeting oh yeah was that i think this one in the middle is the old 3 p.m i think it might be but i didn't use anymore yeah so can we make that one yeah i'm gonna leave it on the web because it probably existed at some point maybe okay so here we are 2 p.m oh i see okay hold on hold that thought yeah yeah i know okay why did i how did i change okay so i do think because i did something really stupid and accidentally had two named 2 p.m that may have been the issue is it may not have been able to differentiate between my two because of my typo which i don't understand how it let me get past that but i guess technically because there was a period after it but the minutes i tried to generate or for five to a 5 p.m though for i try to generate hold on 5 20 when i was in legistar and when i went to legistar and did that i got the same thing it totally let me do minutes but when i got to a human there was no there was no one in my little movers and seconder boxes that's weird okay okay okay okay okay okay and you started them december 10th 2024 are they all the same uh no they're not but they're all they're either 2022 or 2024 depending on which cycle they're on okay yep we'll be there we have movers and seconders for our primary legislative body so the only thing i can think of of why they didn't show up in live manager wendy is if you added them as office members in legistar after you'd already published um it probably just didn't sync okay that's probably for the live for the live that's the problem for the live um so you when it's to make sure that the office members make it to the live you just need to do the export meeting process okay yep i understand that okay and then what meeting was it for um the one that i tried from legistar yeah i tried 5 20 at 5 p.m oh you went all the way back to 5 20 that's because i just had a set of minutes on my desk that were from that meeting copy that this one right here at five o'clock yeah and then when we go to the actions tab did it let you take attendance did they show up there it did not show up there and when i went to the mover drop down i didn't get anybody so it did let me add them when i hit attendance they did show up now okay did you do the attendance button it didn't it was blank there sorry oh i see i understand so let me uh delete this out so when you came in here there was no this was gray correct but now it seems not to be so so i think that was probably my my typo which i do apologize for no that's my problem um so they won't the mover and seconder options won't show up until you capture attendance that that i do know and that is because the mover and seconder will populate from who you actually have marked as present okay so like katie wasn't there she's not available in the list so i may have just tried it too fast copy that um so do you want to run through these though so that we can get a little bit more like i do i have a question about um leaving and coming back so we it doesn't happen all sometimes we someone will not be present at the beginning or they'll leave um for the purposes of doing voting do i just leave them in there and fix it later or um you can take multiple roll calls in legistar for