Add & Manage Recommended Actions

One of the optional fields available for use at the Item level is Recommended Actions. This field is rendered as a checkbox-style listing that allows the user to select multiple options, and these selected options can be displayed on a related template, such as an Item Report. The list of Recommended Actions is customizable per Meeting Type.

Important Notes

• To manage these settings, a user must have the Has Access to Meetings Site Settings permission in their User Profile.

• A Recommended Action alone has little functionality. Assign the Recommended Action to a Meeting Type to display it in the related field on the Item Fields page of a specific item.

Add a Recommended Action

1. Sign in to the system if you have not already

2. Navigate to the User Menu, then select the Settings option:

   

3. Click the Meetings tile:

   

4. Click the Data Source Options tile:

   

5. Scroll to the Agenda Item Recommended Actions section:

   

6. Click the New Recommended Action button:

   

7. Fill in the Add Recommended Action fields:

   

   • Recommended Action (required): Enter the name/text that will be used for this recommended action

   • Notes: Enter optional helper text (limited to 100 characters) that is visible when working with recommended actions within Settings, if desired

8. Click the Create Recommended Action button to save the motion and close the Add Recommended Action dialog, or click the Create and Add New button to save the recommended action and automatically start work on another:

   

9. The recommended action has been added:

   

Edit a Recommended Action

1. Sign in to the system if you have not already

2. Navigate to the User Menu, then select the Settings option:

   

3. Click the Meetings tile:

   

4. Click the Data Source Options tile:

   

5. In the Agenda Item Recommended Actions section, click the Edit button (purple pencil icon) to the right of the recommended action you wish to edit:

   

6. Fill in the Edit Recommended Action fields:

   

   • Recommended Action (required): Update the name/text that will be used for this recommended action, if desired

   • Notes: Enter or edit the optional helper text (limited to 100 characters) that is visible when working with recommended actions within Settings, if desired

7. Click the Save Changes button:

   

8. The recommended action has been edited

Reorder Recommended Actions

1. Sign in to the system if you have not already

2. Navigate to the User Menu, then select the Settings option:

   

3. Click the Meetings tile:

   

4. Click the Data Source Options tile:

   

5. In the Agenda Item Recommended Actions section, click the Edit Order button:

   

6. Click and hold the grid icons next to the motion actions you wish to move, then drag and drop them into the desired order:

   

7. Click the Save Changes button:

   

8. The recommended actions have been reordered

Delete a Recommended Action

1. Sign in to the system if you have not already

2. Navigate to the User Menu, then select the Settings option:

   

3. Click the Meetings tile:

   

4. Click the Data Source Options tile:

   

5. In the Agenda Item Recommended Actions section, click the Delete button (red trash can icon) to the right of the recommended action you wish to delete:

   

6. Click the Delete Recommended Action button on the Delete Recommended Action pop-up that appears to confirm the deletion:

   

7. The recommended action has been deleted

Modify the Recommended Actions for a Meeting Type

1. Sign in to the system if you have not already

2. Navigate to the User Menu, then select the Settings option:

   

3. Click the Meetings tile:

   

4. Click the Meeting Types tile:

   

5. Click the Edit button (purple pencil icon) next to the Meeting Type with the recommended actions you wish to modify:

   

6. Navigate to the View menu and select Options in the dropdown list:

   

7. Scroll to the Recommended Actions section:

   

8. Check or uncheck the checkboxes for the recommended actions that you wish to make available or unavailable for this Meeting Type:

   

9. Click the Save Changes button to save all changes and remain on the Options page, or click the Save and Exit button to save all changes and return to the Meeting Types page:

   

10. Recommended actions for the chosen Meeting Type have been modified

    Note:

    Changes to recommended actions are available the next time you visit the Item Fields page.