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Accessing the Action Tracker:
- Log in using your CCL Community credentials.
- Navigate to the CCL Community Action Tracker.
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Entering Lobby Meeting Details:
- Click on "Log an Action."
- Select "Contact with Legislator" as the action type.
- Choose "Lobby Meeting" from the provided options.
- Fill in the meeting specifics, including the date, time, location, and names of attendees.
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Submitting Meeting Minutes:
- In the designated "Meeting Notes" section, input the key discussion points, decisions made, and any follow-up actions.
- Ensure the notes are clear and concise, reflecting the meeting's outcomes.
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Adding Participants:
- Include all CCL volunteers who attended the meeting by selecting the "Add Participant" button on the participant's screen.
- Pro Tip: When searching for a volunteer to add, type only the first three or four letters of the person's LAST name in the search field. Many first names have variations, like Bob or Robert.
- If an attendee from another state participated, you must select their state first before searching for them.
- If an attendee's name isn't listed, they can add themselves later by clicking the “Add Me” link under the participants' list.
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Pro Tip #2: If you can't find a participant, go ahead and submit the minutes without them and create a support ticket for assistance finding the name.
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Review and Submit:
- Double-check all entered information for accuracy.
- Once confirmed, submit the report.