Limit Categories Contributors can select when Creating a Report - Staff Submissions

Geeta Nagpal
Geeta Nagpal
  • Updated

When Creating a Draft Report in eScribe, Contributors can select the Category from the Agenda Structure of the selected Meeting Template and Date, where the Contributor would like their report to be discussed on the Agenda.

Administrators can limit which Categories from the Agenda Structure can be selected during the Create Report phase. 

Note: Administrators will always see all of the Categories from the Agenda Structure when Creating a Report, regardless of the Staff Submission setting. When Adding the Approved Report to an Agenda, Administrators will see all Categories and Items and can change where the Report will be placed on the Agenda.

In order to facilitate this, Administrators should navigate to Meeting Templates through the eScribe  Portal Menu Bar, and select the Meeting Type to update.

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To update items within an agenda structure, ensure that the meeting type is selected, and click the Edit Item Category button to enter Update Mode.

edititem.jpg

 

When the item to be updated has entered edit mode, the pop-out will load with details of the selected agenda item. Simply uncheck the Allow Report Submission setting, and click Save Changes.

 

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Please Note: Turning off the Staff Submission setting will only apply to future meetings, created after the change.

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