Contributor - Editing Report Properties

Geeta Nagpal
Geeta Nagpal
  • Updated

To begin making edits to the report properties, click "Edit Details" from the options menu. Edits can only be made on items that are in the Draft stage.

Screenshot_43.jpg

 

FieldExplanation
Document NameTitle of the Document as it appears in the Draft List and on the Agenda as an attachment.
Meeting TypeMeeting Type the report is associated to (Council, Committee of the Whole, etc.).
Meeting Date The Meeting Date the report is associated to. Changing the meeting date will change the value in the Deadline column.
Agenda ItemAgenda Item refers to where the report will be located on the Agenda. 
DepartmentRefers to which Department from the report originated from. 

 

Document Number

Document Number is a unique number made up of variables that are appended to the Document Name.
TitleText will appear once the user has entered their Title/Subject in the Word Document and will be extracted and displayed here. 
DescriptionText will appear once the user has entered their Description in the Word Document and will be extracted and displayed here. 
Confidential Document 

By selecting the report as a Confidential Document, this allows specific users in the Department with access to closed session to view or edit the report accordingly.

  • Confidential Reasons are limited to 256 characters.
  • Confidential Reasons do not appear on any public facing documents. 
SponsorsA Sponsor is typically the person sponsoring the presentation of this report.
CommentsNotes made from the Author of the report to the members in the Department as well as users who have access to the report.
 Attachments

Allows users to upload and edit attachment as required. Accepted file types are the following:

  • Word
  • PowerPoint
  • Image files
  • PDF
  • Excel

 

Comments

0 comments

Article is closed for comments.