Items


 

Item Details Tabs

Overview

Details

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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



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