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Add a Motion

  • Updated:

This article will show you how to add a Motion during a meeting.

 

Important Note

There is a relationship between Motions and Votes in Agenda and Meeting Management Select. A motion doesn't require a vote and can be left blank if, for example, a motion is not seconded and therefore doesn't make it to a vote. However, entering a motion is required before a vote can occur.

 

Instructions

 

  1. Sign in to the system 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 you wish to create minutes for
    An example agenda tile in the Meetings module.
  4. Click the Go to Minutes button
    The white, rectangular Go to Minutes button below the User Menu and Edit Agenda Settings button.
  5. Navigate to the View menu and select the Minutes Summary option from the dropdown list
    The View drop-down menu with the Minutes Summary option highlighted.
  6. Click the desired section or item in the meeting's order of business
    An example item in an example meeting's order of business.
    Note: If you are already viewing a section or item within the Minutes module, you can navigate to another section or item by clicking its name in the order of business sidebar.
    The Order of Business sidebar which appears below the Roll Call tracker.
  7. Click the +Motion button to add a motion
    The orange, rectangular Motion button which appears below the section or item name.
  8. Select a Motion Name from the dropdown list or type a Motion Name into the text box
    The Motion Name field which appears above the Voting section.
    Note: The Motion Name field is required and has a limit of 100 characters.
  9. Under Voting, select motion actions for the appropriate users
    White, rectangular Initiate and Second buttons above member names in Card View.
      • Initiate: Indicate who initiated the motion
      • Second: Indicate who seconded the motion (if applicable)
    Note: If you are using List View, you will need to click the radio buttons that correspond to the initiating and seconding members.
    The Initiate and Second columns to the right of the Person column in List View.
  10. Initiate and record any votes as necessary
    Note: A motion doesn't require a vote and can be left blank if, for example, a motion is not seconded and therefore doesn't make it to a vote. However, entering a motion is required before a vote can occur.
  11. Select a Save As option to record the motion action
    The three Save As options to the right of the vote count boxes.
    • None: Record this motion without designating it as passed or failed
    • Passed: Record this motion as a passed motion
    • Failed: Record this motion as a failed motion
  12. Enter or edit the Discussion text as desired
    The Discussion text box with example text.
    Note: You can edit the look of your content using the Text and Paragraph formatting tools if desired.
    The text and paragraph formatting tools above the Discussion text box.
  13. If Auto-Save is on, your updates will save automatically
    The green, rectangular Auto-Save On button above and to the right of the Discussion field.
  14. If Auto-Save is off, click the Auto-Save Off button and select a Save option
    The Auto-Save Off button and the vailable save options when Auto-Save is off.
    • Auto-Save Off: Toggle this option on to save future changes automatically
    • Save Changes: Save recent changes and continue editing the current item
    • Save and Next Item: Save recent changes to the current item and begin editing the next agenda item
  15. The motion has been added

 

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