Items that have been marked for referral need to be handled in Post Meeting mode.

To process the required referrals, open the Alerts list by clicking on the alerts button in the top left corner of the screen then select the item from the Referrals tab on the eSCRIBE Alerts list.

Note: If you can’t see the Alert’s bar/icon, you can expand the alerts menu by clicking Alerts from the Administration section of the eSCRIBE Menu bar.

To refer the item to a single meeting, or back to the eSCRIBE Portal for future use, simply complete the form as required and click Refer.

Agenda items can also be referred to multiple meeting sites at the same time. Click on the Multiple Referral button.

On the resulting popup dialog, select the meeting types where this agenda item should be referred, and click Refer.

Items that have been processed via multiple referrals are added to the Agenda Items list on the eSCRIBE Portal.

Select Item Action to approve the item, and send it to the appropriate meeting.

Related Articles:

1. Post Meeting Quick Reference
2. Referring and Deferring Agenda Items
3. Adding Agenda Items from the eSCRIBE Portal