View or Take Roll Call

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This article will show you how to view the members in a meeting and indicate their Roll Call status, for example, Present, Present Not Voting, Absent, Excused.

Important Notes

Instructions

  1. Sign in to your solution if you have not already

  2. Navigate to the Meetings module:
    The Meetings Module option on the left-hand navigation menu.

  3. Click the Agenda tile for the meeting you wish to view or take Roll Call for:
    An example agenda tile in the Meetings module.

  4. Click the Go to Minutes button:
    The white, rectangular Go to Minutes button below the User Menu and Edit Agenda Settings button.

    Note:

    If your organization uses Live Meeting Manager, you can check the Allow Board Members to join your meeting checkbox if you have not already done so.

    The Allow Board Members to Join checkbox on the Minutes Settings page.

  5. Click the Roll Call button:
    The white, rectangular Roll Call button to the right of the meeting name.

  6. View the meeting's members:
    The member's list on the Roll Call modal.

  7. Hover over a member to select their roll call status manually:
    The roll call options that appear when hovering over a member name.

    • Present/Voting: Mark as present and a voting member

    • Present/Not Voting: Present, not a voting member

    • Absent: Unexcused absence

    • Excused: Excused absence

  8. Once you have selected a member's roll call status, you can remove or change their status by re-selecting their current status:
    A member status reselection.

  9. You can also select Mark All As Present and Voting to bulk update all statuses:
    The green, rectangular Mark All As Present and Voting button in the lower-left corner of the Roll Call modal.

  10. Click Close once you are done updating member statuses:
    The white Close button in the lower-right corner of the Roll Call modal.

  11. Members' roll call statuses will appear updated in the roll call:
    The Roll Call tracker to the left of the Roll Call button.