Referring and Deferring Agenda Items

Agenda items may be referred or deferred during an eSCRIBE meeting. While these processes differ slightly, the end result is the same: The original item is copied and the referred/deferred agenda item is added either to a specific meeting, or to the eSCRIBE Portal for later action (depending on the destination selected).

Defer an Agenda Item

eSCRIBE’s defer feature allows you to easily add an item to an upcoming meeting of the same type. Alternatively, the item can be deferred to the portal, so it can be added to a meeting site later.

Should any agenda items need to be deferred from the agenda during the conducting of a meeting, click the Defer Item button above the item’s details.

You will be taken to the Defer Agenda Item screen. On this screen, you have 2 options:

1. Defer the item to the main portal site

The item will be placed in Agenda Items list on the main eSCRIBE Portal site.

2. Defer the item to a specific meeting site

The item will be automatically placed under the same category, of the selected meeting site

Simply select your option from the Meeting Dates dropdown, optionally enter comments (if placing this item on the eSCRIBE Portal), and click OK.

The item will essentially be copied and placed on the selected meeting site, including any minutes and votes that were previously captured. Administrators can update any information in the new item in the upcoming meeting site.

Refer an Agenda Item

eSCRIBE’s refer feature allows you to easily mark the item for referral, so that it can be actioned after the meeting (whereas, deferring can be done on the spot) by either adding it directly to an upcoming meeting site of any type, or by adding it to the Agenda Items list on the eSCRIBE Portal, so it can be actioned later.

To refer an agenda item to another meeting, click the Refer Item button above the item’s details.

The item will be marked as Refer-Pending, and can be added to one or more future meetings of any type, after the meeting. Once referred from Post-Meeting Tasks, the item will be displayed on the incoming agenda items list on the eSCRIBE Portal.

Related Articles: