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
Your organization must have the Minutes add-on to view or take roll call within the system.
For instructions on how to incorporate Roll Call into your minutes, view the Record Roll Call section of our Create Meeting Minutes article.
Instructions
Sign in to your solution if you have not already
Navigate to the Meetings module:
Select the agenda for the meeting you wish to view or take Roll Call for:
Click the Go to Minutes button:
Note:
If your organization uses Minutes with Live Meeting Manager, you can check the Allow Board Members to join your meeting checkbox in the Live Meeting section of the Minutes Settings view if you have not already done so. This checkbox allows board members to join the meeting and record their roll call status in the Board Portal:
Click the Roll Call button:
Note:
The Roll Call button and Roll Call tracker are both visible in the top-right corner of all Minutes views (Minutes Settings, Minutes Summary, Minutes Speakers, and Minutes Preview).
View the meeting's members:
Hover over a member to select their roll call status manually:
Present/Voting: Mark as present and a voting member
Present/Not Voting: Present, not a voting member
Absent: Unexcused absence
Excused: Excused absence
Once you have selected a member's roll call status, you can remove or change their status by re-selecting their current status:
You can also select Mark All As Present and Voting to bulk update all statuses:
Click Close once you are done updating member statuses:
Members' roll call statuses will appear updated in the roll call:
