Initiate a Vote

This article will show you how to initiate a Vote during a live meeting using Live Meeting Manager.

Important Note

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

Instructions

1. Sign in to the system if you have not already

2. Navigate to the Meetings module:

   

3. Select the agenda associated with your meeting:
   

4. Click the Go to Minutes button:
   

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

   Note:

   The default view is Minutes Settings.

6. Click the name of the desired item:
   

7. Click the Motion button next to an existing motion to set up a vote, or click the +Motion button to add a new motion for the agenda item:
   

8. Navigate to the Voting section and click the Start Vote button to initiate the vote:
   

9. Select a Vote Status for each voting member:
   

   • Voting Statuses

     • Yes: Wants to pass the vote

     • No: Does not want to pass the vote

     • Abstain: Does not want to vote

     Notes:

     • Meeting members can also indicate their votes in the Board Portal. Your Clerk View will update to display their vote status.

     • If you are using List View and manually recording votes, you will need to click the radio buttons that correspond to member votes:

       

   • 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

10. Once all votes have been tallied, click the Passed button or the Failed button 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.

11. 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:

    

12. If Auto-Save is on, results and updates will save automatically:

    

13. If Auto-Save is off, click the Auto-Save Off button and 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

14. The vote has been recorded