My workspace is to view agenda items of each user based on their user role access. In this section the user can view the agenda items, approvals and actions assigned to them.

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Figure 1.1

My agenda items will list, in a grid view, all the agenda items of the user which he/she has created, as a writer or as prepared by the author, as shown in the below figure.

The records can be sorted by clicking the Column Name. E.g. If the user clicks Section No the records will be sorted on Section No in alphabetical and numeric order.

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Figure 2.1

2.1 Search Agenda Item

Agenda items can be searched by the following criteria:

• Meeting title 

• Item title

• Agenda template type 

• Item status 

• Approval status 

• Submitter

• Waiting for (approval by)

• Agenda deadline 

The search criterion can be saved by ticking the Save selection for next time checkbox.

2.2 Add Agenda Item

This functionality is used by users who wish to add agenda items to a meeting, for which has not yet commenced. This functionality is different to the add agenda item at creating template stage and meeting preparation stage, because only users linked to a meeting, can add agenda items.

An Agenda Item can be added by the following steps. 

• STEP 1: Click the add agenda icon. The fields will load on the same page.

• STEP 2: The Add agenda item, will have the following fields:

  • Meeting Type – Select meeting type from Formal public/formal internal/Informal.

  • Meeting Title – Select the meeting title from the drop down. This will show the past and future meetings based on the selected meeting type. This is mandatory. 

  • Section– Select the agenda group of the selected meeting from the drop down. This mandatory. 

  • Report Creator – This is a label display. Logged in user name will appear.

  • Report Template – Select the report template to link with agenda item. This is mandatory.

  • Copy report content from  – The drop down ‘Copy Report Content from’ should populate all agenda items created by selected report template, in the agenda template of the selected Meeting title. 
    Example: if the agenda template is council meeting, and the report template is ‘business report’ for the selected meeting title, then all agenda items created using the ‘Business Report’ report template in the selected meeting’s agenda template (Council Meeting Agenda Template) should load in this drop down.

  • Subject – Enter the subject name for the agenda item. 

  • Originating officer This will be the user who prepares the report. The logged in user will be selected by default as the Originating Officer.

• STEP 3: Click Save.

2.3 Copy/Move Agenda Item

This functionality can be used to copy an existing agenda item or move an existing agenda item into a future meeting agenda. 

To copy/move an item the following steps needs to be followed. 

• STEP 1: Select the item(s) from the grid. Multiple items can be selected.

• STEP 2: Click on copy/move icon. Only draft agenda, agenda items can be selected to be copied or moved. This will be denoted in the Red button. The Green button is for finalised submitted agendas.

• 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.

2.4 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:

• STEP 1: Select the agenda item to delete. Agenda items in 'Submitted' status will be disabled. Multiple agenda items can be selected.

• STEP 2: Click on delete Icon.

• STEP 3: The user will be prompted. Click Ok to continue.

2.5 Submit

An agenda item can be submitted to mark as complete, only if the item is in 'Draft' status. To submit an agenda item of the following steps, have to be followed.

• STEP 1: Select the agenda item to submit. Agenda items in 'Submitted' status will be disabled. Multiple agenda items can be selected.

• STEP 2: Click on submit Icon.

• STEP 3: The user will be prompted. Click Ok to continue.

If the item has no approval workflow, the item will be marked as completed. 

My Approval is to view the agenda items and agendas that require approval. 

3.1 Agenda Item Approval 

This functionality is used to view, approve or reject agenda items that have been sent for approval as shown in the below figure.

The records can be sorted by clicking the Column Name. 

Example: If the user clicks Meeting the records will be sorted on agenda name in alphabetical order.

3.2 Search Agenda Item 

Agenda items sent for approval can be filtered via the search functionality. The item can be searched on the following criterion:

• Meeting 

• Report 

• Report template

• Submitter 

• Agenda deadline 

The search criterion can be saved by ticking the Save selection for next time.

3.3 Approve/Reject

The user can approve or reject an agenda item in bulk or one by one.

To Approve the agenda items must be selected from the grid and Click on the thumbs up icon. To Reject the agenda item, must be selected from the grid and click on the thumbs down Icon. 

3.4 Route Approval

The approver can route the item approval to another approver in the approval workflow by clicking on the Route action icon on the item details page. This will then not follow the standard approval workflow, and will directly send the item for approval to the selected approver and surpass all other approvers. This can be done only for approvers who have the meeting manager user role. 

3.5 Agenda Approval 

This functionality is used to view, approve or reject agendas that have been sent for approval as shown in the below figure.  

The records can be sorted by clicking the Column Name. For Example; If the user clicks Meeting the records will be sorted on the Agenda Approval name in alphabetical order.

3.6 Search Agenda 

Agendas sent for approval can be filtered via the search functionality. The item can be searched on the following criterion:

• Meeting Type 

• Date from 

• Date to 

• Meeting location 

• Approval Status 

• Submitter 

• Pending Approval with

The search criterion can be saved by ticking the Save selection for next time.

3.7 Approve/Reject

To Approve, the agenda must be selected from the grid and Click on the thumbs up icon. To Reject, the agenda item must be selected from the grid and click on the thumbs down Icon. The user can approve or reject an agenda item in bulk or one by one. 

3.8 Route Approval

The approver can route the item approval to another approver in the approval workflow by clicking on the route action icon in the item details page. This will then not follow the standard approval workflow, and will directly send the item for approval to the selected approver and surpass all other approvers. This can be done only for approvers who have the meeting manager user role. 

My Action is to view and edit the action items assigned to the user. All action items will be listed in a grid view. 

The Red button denoted items, are items that zero progress has been made and the action end date has elapsed. 

Green button donated items, are items that have commenced and some progress has been made and the end date has not elapsed. Refer to the below figure for a view of my actions.

The records can be sorted by clicking the Column Name. 

Example: If the user clicks Action the records will be sorted on Action name in alphabetical order.

4.1 Search Action

The action items can be filtered using the search functionality. The item can be searched on the following criterion:

• Action Title 

• Start Date

• End Date 

• Status

The search criterion can be saved by ticking the Save selection for next time.

4.2 Edit Action Item

To Edit an action item, click on Action title and the user will be directed to the Action details page in the ‘action centre’. 

The user can update the following fields and save.

• Action title 

• Action Description 

• Start Date

• End Date

• Action Owner 

• Secondary Action Owner 

• Action Status  

• % complete

• Comments 

• Confidential 

• Link

The Action can also be spell checked, copied or deleted. The user can view the Action audit history as well.