Once staff have created the Documents using the pre-defined templates of Document Manager and they are approved through the chosen workflow, they are now ready to be added to a meeting. Administrators primarily will bring reports into Agendas from the Documents section.
The Document will appear under the Documents List section of the Administrator's Approved tab.
Documents (Reports) can be filtered by using the filter drop-downs located at the top of the Documents List.
To manage Documents as an Administrator, go to the Document Manager> Documents List section through the eSCRIBE Menu Bar. From here, Administrators can draft a Document, or start an Approval Request, for example.
There are 2 options for adding the approved report for submission onto an eSCRIBE agenda, each accessed by clicking the appropriate option from the selected item’s dropdown menu.
- Attach to new Agenda Item - Create a brand new agenda item to be placed on the agenda, with the selected report automatically attached.
- Attach to Agenda Item - Attach the document(s) to an existing agenda item that is already on the agenda.
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