This article will show you how to find an agenda item and navigate to its Item Detail Screen using the Home Screen, Item List, and Recent Items options.
Find an Agenda Item on the Home Screen
Your Home Screen contains an Inbox. This Inbox contains a list of any items that are assigned to you for review and action. This typically includes items that you recently created or items that have been routed to you for action. You can select an item in the Home Screen Inbox to be taken to that item's Item Detail Screen.
Sign in to the system if you have not already
Select Home in the left menu
Note: The options available in your left menu may differ from the ones shown here, depending on your user permissions.
Click the desired item in your Inbox
You are now viewing the selected item's Item Detail Screen
Find an Agenda Item in the Item List
The Item List is a searchable and filterable list of all items in the system. The Item List is typically used to find and access items that are no longer in your Inbox. You can select an item in the Item List to be taken to that item's Item Detail Screen.
Sign in to the system if you have not already
Select Item List in the left menu
Note: The options available in your left menu may differ from the ones shown here, depending on your user permissions.
Scroll down to view all items in the system
Note: Click Filters at the top of the page to hide/unhide the list of filters.
Use the Filters at the top of the page to narrow down the items displayed, if desired
Show Items: Select an option to display all items, only items that have not been assigned to a specific meeting, or only items that have been assigned to a specific meeting
Workflow State: Select one or more options to display items that fall within specific workflow statuses
Note: Items in the Running workflow state are "in progress" or "in review;" they have not yet been marked as approved or rejected.
Item Name: Enter keywords or phrases that may appear in the desired item's name
Date Created: Use the From and To fields to search for items that were created within a specific timeframe
Locked?: Select an option to display all items, only items that are unlocked and editable, or only items that are locked and not editable
Meeting Types: Select one or more options to view items that are associated with specific meeting types
Created By: Select one or more options to view items that have been created by specific users
Search: Select this to conduct an item search using the filters you have selected
Reset: Select this to clear all search filters
Select the desired item
You are now viewing the selected item's Item Detail Screen
Find an Agenda Item in Recent Items
The Recent Items list allows you to view and select from a list of the last ten items or meetings that you have worked on. You can select an item in the Recent Items list to be taken to that item's Item Detail Screen.
Sign in to the system if you have not already
Select Recent items in the left menu
Note: The options available in your left menu may differ from the ones shown here, depending on your user permissions.
Select the desired item in the list
Note: The most recent item or meeting that you have interacted with will appear at the top of the list. Other recently opened items and meetings will appear in the list in descending chronological order.
You are now viewing the selected item's Item Detail Screen
Find an Agenda Item Using the Notifications Icon
After you Add an Agenda Item, a badge notification (red circle with a white number) will appear on the Notifications Icon (bell icon).
Sign in to the system if you have not already
Click Notifications (bell icon)
Click the notification for your recently created item
You are now viewing the recently created item's Item Detail Screen
