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STEP 3: When the copy/move icon is clicked a pop-up window will appear. The fields for copy/move are:
Select copy/move – Select if to copy/move.
From - Select from date to specify the date range to filter meeting list.
To - Select To date to specify the date range to filter meeting list.
Meeting – Select meeting from drop down. This will show meetings for the selected date range, for which the agenda has not been finalised.
Section – Select the agenda group of the selected meeting from the drop down.
Exclude attachments – Tick if attachments need to be excluded.
Exclude Approvals – Tick if Approval workflow needs to be excluded.
Exclude Action – Tick if actions need to be excluded.
STEP 4: Click ‘Save’.
Delete Agenda Item
An agenda item can be deleted, only if the item is in 'Draft' status. To delete an agenda item, the following steps, have to be followed:
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