Roll call

After the meeting begins, you can take roll call to record which members are present and determine if there is a quorum.

Note

A quorum must be met before members can proceed with motions and votes. For more information about voting, see the Initiate a vote section. To record the roll call, you can add it to the meeting minutes.

  1. To start a live meeting, you can open the Agenda Builder and select Live Meeting. The Live Meeting page displays.

  2. To take roll call, select Roll Call at the top. A panel displays with a list of voting members and any non-voting standard attendees.

    Voting members can cast their vote on the motions brought forward during the meeting. Non-voting standard attendees can be present during the meeting, but they cannot vote. To learn more about voting, see Initiate a vote.

    Note

    The list of voting members and non-voting standard attendees is created during the implementation process. To add, remove, or edit the list, contact the Community Support team at 866-877-1172 for assistance.

  3. To record who is present, select the radio button against the member’s name in the Present column. By default, the majority of members must be present to meet quorum requirements.

  4. To record which members are not present, select the radio button against the member’s name in the Absent column.

  5. If the majority of members are absent, the Quorum lost notification displays, warning you that motions and voting are disabled. Select Got it to close the window.

  6. Should a member arrive to the meeting late, or if they are absent when a vote takes place, select the radio button against their name in the Late column.

  7. To close the panel, select close on the top right.

Add roll call to the minutes

After you have taken roll call during a live meeting, you can record attendance by inserting the roll call in the minutes.

  1. To add the roll call to the meeting minutes, first select the radio button next to the agenda item where you want to insert the roll call.

  2. Click in the Add Description field for the relevant agenda item. The inline toolbar displays at the top of the page.

  3. Select the roll call icon on the inline toolbar.

  4. After you’ve selected the roll call icon on the inline toolbar, the Add Description field updates with a placeholder text.

  5. Select the back arrow on the top left of your screen to return to the Meeting details page and complete the roll call insert.

  6. In Minutes, select the options icon on the far right.

  7. Select Preview draft from the dropdown menu, then select Member minutes. The Generating minutes preview notification window displays. When the preview has been generated, the notification window disappears, and the Member minutes preview page displays.

  8. View the inserted roll call under the selected agenda item in Members View of the minutes.

  9. To return to the Live meeting agenda presentation page, select the back arrow on the top left. You will first return to the Meeting details page.

  10. On the Meeting details page, select Edit in Minutes.