To manage the options available to Participants during a meeting, each meeting type will need to be updated to reflect the changes. Complete the following steps to manage available options:

eSCRIBE Menu Bar  Meeting Management  Select Meeting Type Click Update to configure:

Request to Speak (only available to those customers who have purchased Vote Manager Module)

Request to Speak (RTS) allows meeting participants the options of Choosing their position (for/against/amend/question), and optionally enter any comments. Once enabled in the meeting type, a microphone icon will appear on the browser and the meeting professional apps indicating the ability submit a request. Their request will be placed into the queue to be managed by an admin or the Chair.

 Participant Site Settings: Participant site settings are broken down in the following sections:

1. Participant Details Expanded: by default, displays the information entered into Item Details

(item title, attachments, votes)

2. Participant Features: Administrators will place a checkmark in the column titled “Icons” next to each item you which to display in the Agenda navigation screen in a browser, Windows or iPad app.                       The most common icons that are displayed to Meeting Participants will be: 

1. Descriptions (will only appear in the Agenda if enabled in the meeting template)
2. Resolutions (as populated in the meeting)

3. Show Comments in Participant View: allows administrators the ability to limit interactions between participants, leaving personal comments against agenda items and chair comments to be displayed only to the chair and administrators.

• Group Comments: open communication between all users
• Private Comments: comments made only the user and visible to the user
• Chair (Chairperson Only):  Comments made between the meeting Adminstrator and the chair only. Read more about Chair Comments here

 Conflict Settings

When a Participant Self Declares that they have a Conflict of Interest on an item (Ontario Customers), or the Administrator enters a Conflict of Interest on behalf of a participant, the Conflict will show on the Agenda's Navigation as a checkmark contained in a circle. The settings below will allow you to control how COI are captured:

Remember to Sync Profile in any meetings that already exist.

Related Articles: 

1. Chairperson Instructions
2. Web Portal - Adding Comments
3. Capturing Conflicts of Interest (Pecuniary Interest)
4. Web Portal - Requesting to Speak
5. Activating a User Account - Forms
6. Updating a Meeting Profile - Participant Site Settings
7. Updating a Meeting Type & Syncing the Profile for Existing Meetings