Overview

Details

• Item Category: Select the type of item
• Summary/Description: Create a summary/description of the item
• Edit/Versions: View and restore past versions of the item
• Official Body: Select the board or committee this item belongs to
• Department: Select the department this item belongs to
• Presenter: Select the person who will present this item
• Sponsors: Select sponsors, edit the order of sponsors
• Action Proposed: Select the determined action from the meeting/event
• Alternatives: Shows the versions or changes made

Background/Analysis

• Time (for timed items only): Show the time allotted for this item
• Subject: Add a subject of the item
• Departmental Recommendation: Add a recommendation for the department
• Other Agency Involvement: Address if there are other agencies involved

Fiscal

• Edit Order: Allows you to change the order of the fiscal information
• New Fiscal Item: Allows you to add a new item
• Financing: Add information about how a project or item may be financed
• Edit: Allows you to edit or remove the fiscal information
• Name: Displays the name of the fiscal information
• Impact Date: Displays the impact date
• Fund(s): Displays the funds that are being provided
• Account(s): Displays the account the funds will be distributed to
• Project #(s): Displays the project ID numbers that are impacted
• Amount Budgeted: Displays the amount that was budgeted

Attachments

• Edit Order: Allows you to change the order of the attachments
• Add from One Drive: Allows you to add attachments from One Drive
• Add from Google Drive: Allows you to add attachments from Google Drive
• Add Attachments: Allows you to add attachments from your device
• Edit: Allows you to edit or remove the attachments
• Action: Allows you to preview or generate attachments
• Name: Displays the name of the attachment
• Confidentiality: Displays the confidentiality required for the attachment
• Show Link on Portal: Allows you to show a link on the portal

Comments

• Comments Window: Allows you to break out the comments into a separate window
• Print Comments: Allows you to print the comments
• Follow Comments: Allows you to be notified when a comment is added
• Add Comment: Allows you to add a comment

Approvals

• Edit Order: Allows you to change the order of the approvals
• Add Approvals: Allows you to add an approval
• Delete: Allows you to remove an approval
• Routing Status: Shows where the item is in the routing process
• Assigned To: Allows you to see who an item is assigned to
• Arrived On: Shows when the item arrived
• Approved By: Shows who has approved the item
• Approved On: Shows when the item was approved
• Days Assigned: Shows the number of days the approver has had the item

Tasks

• Add Task: Allows you to add a task
• Edit: Allows to to edit the task
• Status: Shows the status of the task
• Assigned To: Shows who the task is assigned to
• Assigned By: Shows who assigned the task
• Priority: Shows the priority of the task
• Due Date: Shows the due date of the task
• Notify: Allows you to copy people to the task so they can be notified with updates

Memorandum

• Upload Report: Allows you to upload a report
• Edit Order: Allows you to move the memorandums into a new order
• Edit: Allows you to modify or remove an item
• Action: Allows you to preview or generate the item
• Name: Shows the name of the item
• View: Allows you to view the item
• Created By: Shows who the item was created by
• In Packet: Allows you to add it to the packet