Modifying Motions - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Usage/Working-With-Meetings/Using-the-Item-Information-Pane/Modifying-Motions - 2022-08-18

Agenda
Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Premier
Standard
Essential

When an agenda section, agenda item, or supporting document is selected in the Meeting Agenda pane, the Motion tab displays voting functionality. The name of the selected item displays in the center of this tab. If a motion was recorded and voted on during the meeting, the results of the vote display and can be modified as needed.

Note:

The Motion tab is available in the Minute View only.

When an agenda section is selected, the Consent vote on all Items in section icon is automatically selected to indicate that if the motion is applied when the section is selected, the motion will be copied to every agenda item in that section. This is commonly referred to as a consent vote, meaning consent to pass a motion on an entire list of items is assumed and can occur without discussion of each individual item.

Note:

You will want to de-select this option if you edit a section that does not have any child items.

To record voting for an item, follow these steps:

  1. From the Motion drop-down list, select one of the following motions:

    Motion

    Description

    Approve

    Select to approve the selected item.

    Recommend Approval

    Select to recommend approval of the selected item.

    Table

    Select to table the selected item.

    Suspend

    Select to suspend the selected item.

    Refer to Committee/Commission

    Select to refer the selected item to a committee/commission.

    Custom Motions

    Select from any custom motions created in Minutes. These could have any value, depending on how they were created.
    Note:

    If you created motion types in the Minutes application, those motions display in the drop-down list as well.

  2. In the Description field, type a description of the motion you selected above.
  3. From the Moved By drop-down list, select the member that introduced the motion.
  4. From the Seconded By drop-down list, select the member that seconded the motion.
    Note:

    The Moved By and Seconded By drop-down lists include members who have been assigned a voting role for the meeting on the Attendance tab. For more information on the Attendance tab, see Meeting Attendance.

  5. From the Vote Type drop-down list, select one of the following vote types:

    Vote Type

    Description

    Roll Call

    Select if the vote is a roll call vote.

    Voice

    Select if the vote is a vocal vote.

    Unanimous Consent

    Select if the vote is a unanimous consent vote.
  6. In the field below the Vote Type drop-down list, record the member's vote in the corresponding drop-down list. The following votes are available by default:

    Vote

    Description

    No (Nay)

    The member cast a “no” vote.

    Yes (Aye)

    The member cast a “yes” vote.

    Note:

    This vote is selected by default.

    Absent

    The member was not present to vote.

    Abstain

    The member abstained from voting.

    Recuse

    The member recused themselves from voting.
    Note:

    The vote types can be configured to display the values you want. See Configuring Vote Types for more information.

    You can also right-click a member's name in this field and select one of the above votes.

    To record multiple votes:

    1. Hold down the Ctrl or Shift key and select members, or double-click to select all members.
    2. Right-click and select one of the above votes.
  7. From the Result drop-down list, select one of the following vote results:

    Result

    Description

    Pass

    The motion passed.

    Pending

    The motion is pending.

    Fail

    The motion failed.
    Note:

    The motion result types can be configured to display the values you want. See Configuring Motion Result Types for more information.

  8. Do one of the following:

    • To record the motion, click Apply or press Alt+S.

    • To remove the motion, click Remove or press Alt+R.

  9. The motion displays in the Meeting Agenda pane, in the following format: Motion : [Motion drop-down list selection]:

    The icon that corresponds to the motion reflects the vote result:

    Icon

    Description

    Indicates that the motion passed (Pass was selected from the Result drop-down list).

    Indicates that the motion is pending (Pending was selected from the Result drop-down list).

    Indicates that the motion failed (Fail was selected from the Result drop-down list).

    Note the following:

    • The motion displays before any supporting documents.

    • For agenda sections that were voted upon, the motion is copied to each agenda item in that section if the Consent vote on all items in section check box is selected. Otherwise only the parent section is updated.

    • For agenda items or sections that contain multiple motions the following buttons are available:

    Button

    Description

    Click, or press Alt+Right Arrow, to navigate to the next motion.

    The motion that is selected displays in bold in the Meeting Agenda pane:

    Click, or press Alt+Left Arrow, to navigate to the previous motion.

    The motion that is selected displays in bold in the Meeting Agenda pane:

To add a new motion, click Add New Motion or press Alt+A.