Users with Meetings module permissions will be able to access the My Items screen when they hover over the Meetings tab. The My Items page provides a view of all meeting items where you are a workflow contributor, or items that you have created/submitted for an agenda. The tabs sort the items corresponding to their status in the workflow.
Below are two breakdowns of the information displayed on the screen.
|1||Select User||Only visible to admins. The Select User drop-down allows an admin user to view the My Items screen for a selected user. Admins will be able to skip, notify, delete, or edit/manage the agenda item.|
|2||Get help with this page||Link will provide an overview of the information on the screen.|
|3||Pending||Items that are “Pending” are in your queue for update or review. Once you have marked the item as reviewed, it will advance to the next step in the meeting workflow.|
|4||Upcoming||The Upcoming tab displays items that have been assigned to you but have not advanced to your step in the Workflow. Once the item moves to your step, it will display in the “Pending” folder for update or review.|
|5||Submitted||The Submitted tab displays items created using ‘Add New Item’ and are submitted to a meeting admin for inclusion on a future agenda.|
|6||Reviewed||The Reviewed tab displays items that you have marked as reviewed but have not completed the workflow.|
These items may be viewed but not edited. To edit a reviewed item, you must request edit access. If edit access is granted the item will be returned to your Pending item tab and will continue to follow the subsequent workflow.
|7||Completed||The Completed tab displays items that have completed all the workflow steps. To edit a completed item, you must request edit access, and a meeting administrator can send it back to you. If approved by the meeting administrator, the item will return to you in your Pending items. Upon completion of your edits and marking the|
item as reviewed again, the item will advance through the workflow.
|1||Add New Item||Click to add a new item to submit to a current or future agenda.|
|2||Select||Mass select agenda items/workflows to delete.|
|3||Date||Date the meeting is being held|
|4||Meeting Title||Title of the meeting agenda|
|5||Item Title||Title of the agenda item|
|6||Workflow||Visual display of the workflow on the item|
Note: Clicking on the blue plus sign next to the steps will expand the workflow.
|7||Meeting Type||Meeting type that the meeting agenda is associated to.|