Overview 

Details

• Ord/Res Numbering: Display Resolution and Ordinance number
• Item Type: Select the type of item
• Executive Summary/Background: Create a summary/description of the item
• Board/Committee: Select an owning board or committee
• 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/Recommended Actions: Select the determined action from the meeting/event
• Motion Text/Recommendation: Displays motion(s)

Background/Analysis

• Related to Strategic Plan: Check if relevant
• Background: Add background content
• Analysis: Add analysis content
• Resolution Text: Add resolution text

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
• Budget Code: Displays the budget code
• Amount Budgeted: Displays the amount that was budgeted
• Actual Amount: Amount spent in real dollars
• Fiscal Impact: Displays impact

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
• Comment By: Author of the comment
• Date/Time: When the comment was created
• Comment: Content of the comment
• Notify/CC: Other users copied on this 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 you 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

Item Report

• 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

Important Note

• Since the items and details are customized, some of the detail options are different for each item.