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Manage Recommended Actions

  • Updated:

One of the optional fields available for use at the Item level is Recommended Actions. This field renders 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.

  

Instructions

Add or Edit Available Recommended Actions

  1. Navigate to User Menu > Settings
    settings
  2. Select Meetings
    meetings
  3. Select Data Source Options
    data source options
  4. Scroll down and click New Recommended Action to start a new recommended action or click the Edit button to modify an existing recommended action within the Agenda Item Recommended Actions table
    new recommended action
  5. Fill in the details
    action fields
    • Recommended Action: Enter the name/text that will be used for this recommended action
    • Notes: Enter optional helper text that is visible when working with recommended actions within Settings
  6. Click Add New Recommended Action if adding a new recommended action or Save Changes if editing an existing recommended action
    add new recommended action

 

Modify the Recommended Actions for a Meeting Type

  1. Navigate to User Menu > Settings
    settings
  2. Select Meetings
    meetings
  3. Select Meeting Types
    meeting types
  4. Click the Edit button for the desired Meeting Type
    edit meeting type
  5. From the View menu select Options
    view options
  6. Check or uncheck desired options available under the Recommended Actions section
    check recommended actions
    • Note: This list displays the name of all available recommended actions and any notes that have been saved to each, which allows you to quickly differentiate between two recommended actions that share similar names
    • Note: When editing items for this Meeting Type users will only be able to select Recommended Actions that are checked within this list
  7. Click Save Changes
    save changes
    • Note: Changes to Recommended Actions are available the next time you visit the Item Fields page

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