The Item Fields page shows you all the information-editable fields for an individual item.
There are four main sections on the Items Fields page:
Information
Details
Other Details
Fiscal Information
This article will show you how to view the Item Fields page and will also provide details about each section. For instructions on how to update or edit the Item Fields page, view the Edit an Item article.
Important Note
The Item Fields page may appear differently depending on your configuration. Contact Support to add additional fields or collect additional data within items.
View the Item Fields Page
Sign in to your solution if you have not already
Navigate to the Meetings module:
Select the agenda that has the desired item:
Select the desired item:
View the Item Fields page and edit the item as desired:
Note:
Item Fields is the default Item View, but it can also be selected from the View drop-down menu.
Information Section
Agenda Item Name: Edit the name of the agenda item
Version History: Track changes/versions of the item name
Short Name: If desired, shorten the name of the agenda
Item ID: Modify the identification of the item
Resolution/Ordinance Numbering: Select Resolutions or Ordinances
Note:
Resolution/Ordinance Numbering will only appear if Order and Resolution Numbering are turned on.
Details Section
Item Category: Select the category your item is in
Item Description: Add a description of the item
Version History: Track changes/versions of the item description
Official Body: Select an option for the body from the drop-down
Department: Choose the department responsible for the item
Presenter: Select a presenter
Sponsors: Pick a sponsor of the item
Recommended Actions: Select a recommended action, if desired
Alternative Actions: Add any alternative actions
Version History: Track versions/changes for the actions
Other Details Section
Overview: Edit the overview of the item
Version History: Track changes/versions of the Overview
Legal Impact: Add a legal impact note, if needed
Version History: Track changes/versions of the Legal Impact
Operational Analysis: Type an Operational Analysis for the item
Version History: Track changes/versions of the analysis
Fiscal Information
New Fiscal Item: Create a fiscal item
Fiscal Impact Summary: Add a fiscal impact summary for the item
Version History: Track changes/versions of the summary