Adding an Agenda Item from the Approved Documents Library

Katie Miles
Katie Miles
  • Updated

The Approved Documents library will appear for any customers using the Report Manager module, and holds reports & other submissions which have completed their approval process.

At any time, an eSCRIBE Administrator can verify the approval steps taken to approve this document by clicking on the document status under the Workflow History column.

To see further information on how to use the Report Manager module, please refer to the Report Manager Administration Help Articles.

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The resulting screen will display details about how the document was approved.

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.

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Related Articles:

  1. Creating an Agenda Item from an Approved Report
  2. Creating an Agenda Item from an Approved Report - Field Explanations
  3. Attaching an Approved Report to an Agenda Item

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