Item Fields Page

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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

  1. Sign in to your solution if you have not already

  2. Navigate to the Meetings module:
    The Meetings Module option on the left-hand navigation menu.

  3. Select the agenda that has the desired item:
    An example agenda tile.

  4. Select the desired item:
    An example Individual Reports agenda item under the Roll Call section.

  5. View the Item Fields page and edit the item as desired:
    An example Item Fields page with the header and the View menu highlighted.

    Note:

    Item Fields is the default Item View, but it can also be selected from the View drop-down menu.

Information Section

The Information section.

Details Section

The Details section.

  • Item Category: Select the category your item is in

  • Item Description: Add a description of the item

  • 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

Other Details Section

The Other Details section.

Fiscal Information

The Fiscal Information section.

  • New Fiscal Item: Create a fiscal item

  • Fiscal Impact Summary: Add a fiscal impact summary for the item