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
- Navigate to the Meetings module
- Select the Agenda associated with your meeting
- Select Go to Minutes
- Click View and select Minutes Summary from the drop-down list
- Note: Default view is Minutes Settings
- Note: Default view is Minutes Settings
- Select an Item to edit
- Add a Motion to set up a vote
- Scroll down and select Start Vote to initiate the vote
- 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
- 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
- Note: If Auto-Save is on, results will save automatically. If not, select a Save option
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