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

Refer an Agenda Item

eSCRIBE’s refer feature allows you to easily mark the item for referral so that it can be actioned after the meeting by either adding it directly to an upcoming meeting site of any type, or by adding it to the Agenda Items list on the eScribe Portal, so it can be actioned later.

To refer an agenda item to another meeting, click the Refer Item button above the item’s details.

In the pop out screen, select if the item is being referred to the Agenda Items List for action at a later time or if the item is being moved to an available meeting date. The item will have its history for the referral. This can be viewed under the Referral History tab in the Referral function. 

Items referred to the Agenda items List will remain until a Pending status until meeting date is available to move the item.

Related Articles:

1. Completing Referrals
2. Adding Agenda Items from the eSCRIBE Portal