Workflows can be managed both on an individual and mass basis. A user with administer meeting permissions will have access to the Agenda Workflow where they will be able to view the workflow status for all the meeting agenda items.
How to View the Agenda Workflow Screen
- Navigate to the meeting agenda
- Click on the Settings drop-down
- Click Agenda Workflow
- The agenda workflow screen will display
|Number||Link or Column||Description|
|1||Get Help With This Page||Link will provide an overview of the information on the screen|
|2||Back||Click to go back to the agenda.|
|3||Enable/Disable Toggle||Use this toggle to enable/disable workflows for all agenda items that have a workflow. When a workflow is enabled using this toggle, the system will send an email to each active step contributor with a listing of all agenda items that are available for them to review.|
|4||Item Title||Agenda item title.|
|5||Workflow||This column displays the current status of the workflow. The workflow can be expanded by clicking the blue plus sign. Clicking on Add Workflow will take the admin to the item workflow tab where a workflow can be added.|
|6||Notify||Send email notifications/reminders to all/any active workflow step contributor.|
|7||Group By||Grouping agenda items by contributor provides an easy way to skip/notify a specific person across multiple agenda items.|
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