Completing Referrals

Geeta Nagpal
Geeta Nagpal
  • Updated

Go to Main Navigation Bar > Meetings > select specific meeting > select agenda item > click on the agenda item's Options Menu > Refer Item 

If items are marked for referral, they can be completed in Meeting (Concluded) mode. 

To refer the item to a single meeting or back to eSCRIBE for future use, simply navigate to the Refer Item option for the agenda item and complete the form. 

You can be specific about which meeting the item will go to by filling out Meeting Type, Meeting Date, Parent and Place Item after. Otherwise, you can select the Refer to Agenda Items List checkbox to determine its destination later. 

When you place an item in the Agenda Items List, you will click on the options menu for that agenda item 

Agenda Item List 1.jpg

Click on View Approval Request to review the details of the item, approve the item and send it to the appropriate meeting.  

Agenda Item List 2.jpg

 

Related Articles:

  1. Post Meeting Quick Reference
  2. Referring and Deferring Agenda Items
  3. Adding Agenda Items from the eSCRIBE Portal

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