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
- Click on the Meetings tab
- Click on Meeting Administration, then Field Labels
- Enter new field name(s) in text box(es)
- 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
| Field | Description |
|---|---|
| Alternatives | List alternatives to the proposed items |
| Contacts | List contact(s) responsible for agenda item |
| Custom1 | Customizable field that can be used in agendas |
| Custom2 | Customizable field that can be used in agendas |
| Custom3 | Customizable field that can be used in agendas |
| Custom4 | Customizable field that can be used in agendas |
| Custom5 | Customizable field that can be used in agendas |
| Details | Enter details about agenda item |
| Financial Impact | List 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 |
| Rationale | Reason for request of approval on agenda item |
| Recommendation* | Recommendation on how the Board would vote |
| Summary | Brief 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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