Overview

This article will show you how to initiate a Vote during a meeting.

Important Note

• A motion can exist without having vote results recorded, but a motion is required to save a vote.

Instructions

1. Navigate to the Meetings module
   
2. Select the Agenda associated with your meeting
   
3. Select Go to Minutes
   
4. Click View and select Minutes Summary from the drop-down list
   
   
   • Note: The default view is Minutes Settings.
5. Select the desired Item
   
6. Click Motion next to an existing motion to set up a vote, or click +Motion to Add a New Motion for the agenda item
   
7. Scroll down and select Start Vote to initiate the vote
   
8. Select a Vote Status for each voting member
   
   
   • Note: Meeting members can also indicate their votes in the Board Portal. Your Clerk View will update with their vote status.
   • Voting Statuses
     • Yes: Wants to pass the vote
     • No: Does not want to pass the vote
     • Abstain: Does not want to vote
   • Additional Options:
     
     
     • Cancel Vote: Cancel vote (with the option to restart)
     • Mark All As Yes: Mark all meeting members as indicating Yes
       
     • Reset Vote: Reset all members' votes to take a recount
       
9. Once all votes have been tallied, select Passed or Failed in the Save as: field to save the voting results
   
   
   • Note: The vote count to the left of the Save As: field will automatically update as votes are marked
10. If Auto-Save is on, results will save automatically. If not, select a Save option.
    
    • • 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