Once staff have created the reports using the pre-defined templates of Report Manager and they are approved through the chosen workflow, they are now ready to be added to a meeting.

The report will appear under the Documents section of the Administrator’s eSCRIBE portal as Approved.

This section will show all reports in eSCRIBE. Reports can be filtered out by using the Funnel Icon to the top right of the Documents Section. Administrators primarily will bring reports into Agendas from the Documents section.

To manage Reports as an Administrator, go to the Report Manager Draft section through the eSCRIBE Menu Bar. From here, Administrators can create a report, or start a workflow, 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.

1. Create Agenda Item - Create a brand new agenda item to be placed on the agenda, with the selected report automatically attached.
2. Attach to Agenda Item - Attach the document(s) to an existing agenda item that is already on the agenda.

 Related Articles:

1. Administrator - Deleting an Approved Report
2. Administrator - Adding Approved Reports to Meeting Agendas
3. Administrator – Overriding/Approving Reports
4. Administrator – Overriding/Approving a Report on Behalf of Users
5. Administrator – Overriding/Changing a Report’s Status
6. Administrator – Approving a Report on behalf of a Meeting