Add a Motion

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:

3. Select the agenda that you wish to create minutes for:

4. Click the Go to Minutes button:

5. Navigate to the View menu and select the Minutes Summary option from the dropdown list:

6. Click the desired section or item in the 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:

   

7. Click the +Motion button to add a motion:

8. Select a Motion Name from the dropdown list or type a Motion Name into the text box:

   Note:

   The Motion Name field is required and has a limit of 250 characters.

9. Under Voting, select motion actions for the appropriate users:

   • 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:

     

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:

    • 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:

    Note:

    You can edit the look of your content using the Text formatting and Paragraph formatting tools if desired.

    

13. If Auto-Save is on, your updates will save automatically:

14. If Auto-Save is off, click the Auto-Save Off button and select a Save option:

    • 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