Fields can be renamed to best fit your organization needs. However, changing the name of certain fields will not change the way the field functions. Follow the steps below on how to rename a field and refer to the chart for a list of fields and their description.

How to Rename a Field
  1. Click on the Meetings tab
  2. Click on Meeting Administration, then Field Labels
  3. Enter new field name(s) in text box(es)
  4. Click Save
    NOTE: Field name changes affect all meetings and meeting types in Simbli. Please verify that a field name change will not negatively impact other meetings.

Agenda Item Fields

AlternativesList alternatives to the proposed items
ContactsList contact(s) responsible for agenda item
Custom1Customizable field that can be used in agendas
Custom2Customizable field that can be used in agendas
Custom3Customizable field that can be used in agendas
Custom4Customizable field that can be used in agendas
Custom5Customizable field that can be used in agendas
DetailsEnter details about agenda item
Financial ImpactList items impacting agenda item
Goals*Select district goals that relate to agenda item
Implementation Date*Date of implementation
Meeting Minutes*Attach past meeting minutes to agenda item
Policies*Select policies to attach to agenda item
Quick Summary/Abstract*Short summary of agenda item
RationaleReason for request of approval on agenda item
Recommendation*Recommendation on how the Board would vote
SummaryBrief statement or account of main points
Supporting Documents*Attach supporting documents i.e. Word, Excel, PDF documents

NOTE: Fields with an asterisk are fields that will still maintain their functionality even if renamed.

  • Goals — Link strategic plan goals
  • Implementation Date  — Date field with calendar tool
  • Meeting Minutes  — Link meeting minutes
  • Policies  — Link policies, adopted and drafts
  • Quick Summary / Abstract  — Only field option available when printing agenda. In addition, this field’s content is visible when agenda item is marked limited view
  • Recommendation  — Field’s content can be imported into the minutes
  • Supporting Documents  — Upload documents and attach links
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