Items


 

Edit an Item Report

 

Overview

This article will show you how to edit an Item Report.

Important Note

Depending on how your site is configured, you call Item Reports something different, such as Memorandums.

Instructions

  1. Edit an Item
  2. Navigate to the Item Report tab
    memo.png
    • Note: This tab may be named differently (eg: Memo, Memorandum, Staff Report, etc), depending on what your organization calls these documents.
  3. Click the Edit tool
    edit_report.png
  4. Modify fields
    edit_an_item_report_modify_fields.jpg
    • Name: Enter a name
    • Report Template: Select the appropriate template
    • Word Template: Select the appropriate template
    • In Packet: Click this if you want the report to be included in packets
  5. Click Update
    update_memo.png



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