Explanation

Meeting Type

Which meeting type this report is requested to be submitted towards.

Meeting Date

The meeting date this report is being submitted to once it is approved; if the date is unknown the option "Meeting Date TBD" can be used. If the Meeting Date is required, based on the Report Manager Settings, before Starting a Workflow a Date will have to be selected.

Category

Optional: Select where on the Agenda you would like this report to be discussed. Only Categories from the meeting template are shown here. If you do not see a specific category, use the Contributor Comments to communicate to Administrators.

Department

The department that this report is from.

Note: Selecting a department at this step will apply permissions to the document, and will also be used for selecting the appropriate approval workflow.

Branch

Optional: The branch that this report is from. Selecting a branch will apply permissions to the document. If your organization does not use branches/sub-departments this field can be left blank.

Report Template

Select which template you would like to use to create the report.

Filename

Enter the filename for your report. The report will be automatically saved upon creation, and this user name will be used. 

Note: The following special characters are not acceptable \ / : * ? " # % <> { } | ~ &<></></>

Closed Session

If the report is confidential, then a restricted set of permissions will be applied to the document to restrict access to the document and its content. This will display a Padlock or Lock Icon when viewing the report from the Documents section.

Reasons

You can choose multiple reasons for report’s confidentiality. These reasons can be configured in Report Manager settings.

Sponsor(s)

The individual that is sponsoring this report to be presented. The sponsor will receive any communications relating to the agenda item that is created for this report.

Type in a name/username of the sponsor, and click the Check Names icon to validate your entry. You can also use the browse option, to make finding the sponsor easier.

Note: You can enter more than 1 sponsor by using semi-colons (;) to separate names.

Awaiting Attachments

If a report is awaiting supporting documents, then checking this option will create an alert/reminder for the administrator on the meeting site page once that report is added to a meeting site.

Supporting Documents

Upload any supporting documents as attachments to this report. Once uploaded attachments can be reorder by dragging and dropping them to their new position.

Contributor Comments

A contributor can enter comments which will be displayed to admin or other contributors who have permission to view the report.