Preparing Agendas - Agenda Approval

Chuck Azubuine
Chuck Azubuine
  • Updated

Go to Main Navigation Bar > Meetings > select a meeting > Packages (Tab Bar) > Prepared package's options menu > Approve Request

To indicate that your agenda has been approved, and that all future items added to the meeting should be considered addenda/late items, simply click Approve Request from the prepared package's options menu.

Select which workflow group should be used to approve the agenda.

If no workflow groups have been configured, or you do not wish to use a workflow group for approval, select Approve Package from the prepared package's options menu. From there, the document will be instantly marked as approved.

If an approval group is selected, then each user in the approval group will receive a serial request to approve or reject the agenda document. For more information on workflows, see the "Configuring Workflows" guide.

Agenda approval can be undone by clicking the Unapprove Package option from the prepared package's options menu.

Related Articles:

  1. Preparing Agendas – PDF Agenda Package
  2. Preparing Agendas – Details Section
  3. Preparing Agendas – Details Section Field Explanation

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