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Option 2: Click 'Save' on Create meetingMeeting. Then the user is directed towards the meeting preparation page.
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The user should be able to filter and search for a meeting by one or more of the following criterion:
Meeting titleTitle
Date From
Date toTo
Venue
Minute Taker
Agenda template nameTemplate Name
The search criterion can be saved by ticking the ‘Save selection for next time’ check box.
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| Administrator | Meeting organiser/secondary organiser | Report Writer | Report Prepared By | Report Creator | Members | Participants | Assigned individual (s)confidential user | Global confidential user | Report approver | Meeting Manager |
Add/Edit Agenda Group | √ | √ |
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Add Agenda Item | √ | √ | √ | √ | √ | √ | √ |
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Edit Agenda itemItem | √ | √ | √ | √ | √ |
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View agenda item Agenda Item (excl confidential Items) | √ | √ | √ | √ | √ | √ | √ | √ | √ | √* when sent for approval | √ |
View Confidential Agenda Item |
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Edit Confidential Agenda Item |
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| √ | √ | √*when sent for approval | √ |
Copy/move agenda itemMove Agenda Item | √ | √ | √ | √ | √ |
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Draft agenda download Agenda Download – excl confidential items | √ | √ | √ | √ | √ | √ | √ | √ | √ |
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Draft Agenda download Download – incl confidential items |
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Preview agenda item Agenda Item excl confidential | √ | √ | √ | √ | √ | √ | √ | √ | √ | √ | √ |
Preview agenda item Agenda Item including confidential | √ | √ | √ | √ | √ |
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| √ | √ | √*only until approved |
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Mark As completeComplete | √ | √ | √ | √ | √ |
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Revert to Draft | √ | √ | √ | √ | √ |
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Force Approval | √ | √ |
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View history History | √ | √ | √ | √ | √ | √ | √ | √ | √ |
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Finalise Agenda | √ | √ |
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Send Agenda as emailEmail | √ | √ | √ | √ | √ | √ | √ | √ | √ |
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Prepare Agenda
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Action Icon | Description |
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 | Spell Check |
 | Duplicate |
 | Check Out/Check In |
 | Delete |
 | Save |
 | History |
 | Confidential userUser |
 | Preview outputOutput |
 | Report Output Configuration |
 | Send Agenda Item |
 | Mark As complete |
 | Revert to Draft |
 | Force Approval |
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Ability to open an image on the desktop, copy and paste the image onto the RTF.
Ability to copy an image on the word document and paste the image onto the RTF.
4. Including a table Table – To insert a table into a report, the user must insert a separate RTF via ‘+’ into the report. An RTF can only have a single table, with no text and multiple tables. If text is included, the entire content will be converted into an image. If multiple tables are included, then only the 1st table will be picked and included in the Report outputs. Table formatting such as Merge/Split sells, format colors will not be applied. The table column width will be split for the total page width.
5. Adding custom fields Custom Fields – The user can add fields in addition to the fields configured in the report template using the ‘+’ sign placed next to the pre-configured fields of the reports.
6. Including Numbering Lists and bulletsBullets – Ensure any previous formatting is cleared and select the text to apply numbering or bullets and select the list from the toolbar. The indentation for different levels can be adjusted by selecting indent/outdent from toolbar, or by using the tab key in the keyboard.
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Press Tab/ Increase indent.
Select bullet and numbering from the drop-down list menu.
Select the ‘Outline Numbering’ tab and click Ok.
Include bullet list with
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sub level bullet
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STEP 1: Click on the ‘Start a bullet list’ from the toolbar and then type text. Alternatively, bullet lists can be inserted by selecting all text and then clicking the ‘Start a Bullet List’ in the toolbar.
STEP 2: Indent using the Indent key in the toolbar to create sub level.
STEP 3: Include sub levels up to three levels only.
STEP 4: Bullet indentation.
As specified by the client, the indentation of the sub level bullets will begin below the first parent level.
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Include Mixed Lists – Include Bullet and
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Numbered lists within the report
Bullet and numbered lists can be inserted within the report following steps mentioned in Points (1) and (3) above.
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This is possible only if the report template which is linked to the agenda item has a 'confidential' tick box. The user has to click the 'confidential' tick box field to make the item confidential. Thereafter, the user has to assign confidential users to whom the agenda item can be made visible.
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