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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Item Fields Page

  • Updated:

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.

 

Article Navigation

 

Not finding what you are looking for? View some additional resources.

 

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.

 

Go to Article Navigation

 

Information Section

The Information section.

 

Go to Article Navigation

 

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

 

Go to Article Navigation

 

Other Details Section

The Other Details section.

 

Go to Article Navigation

 

Fiscal Information

The Fiscal Information section.

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

 

Go to Article Navigation

 

Resources

 

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