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 Minutes
   
   
   
4. Click View and select Minutes Summary from the drop-down list 
   
   • Note: Default view is Minutes Settings
     
     
5. Select Item to Edit
   
   
   
6. Add a Motion to set up Vote
   
   
   
7. Scroll down and select Start Vote to initiate vote 
   
   
8. If needed, manually hover over a meeting member and indicate their vote
   
   
   • Note: Meeting members can also indicate their own votes. 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 Save As Passed or Save As Failed to save results
   
   • Note: If Auto-Save is on, results will save automatically. If not, select a Save option