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.
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