To create or attach an approved report to an agenda item, select Attach to New Agenda Item or Attach to Agenda Item from an Approved Document’s dropdown menu. Both options are described below for reference:

Attach to New Agenda Item:  Selecting this option will create a new agenda item in the meeting date as selected by the author. This date can be changed by an administrator if needed. Modify any fields in the drop down as needed and click Create.

The reports details will auto populate fields such as: 

• Title (will extract from the Document Template)
• Description (if configured in the Document Template)
• Meeting Type (will extract from the Document Template)
• Meeting Date (will extract from the Document Template)
• Parent (author selected when drafting a document)
• Sponsors (author selected when drafting a document)
• Department (author selected when drafting a document)
• Attachments ( as uploaded by the author + report)
• Sponsors (author selected when drafting a document)
• Motions (will extract from the Document Template)

Attach to Agenda Item: Selecting this option will attach the approved Report plus any additional documents to an existing item on the agenda. Modify any fields as required in the drop down and click Attach. The report is now available as an attachment in the selected meeting.

• Meeting Type
• Meeting Date
• Agenda Item
• Department
• Attachments