Running A Meeting

The Moderator / Secretary Role

Each meeting can have a moderator assigned. The moderator drives the live meeting: advancing through the agenda, opening votes, and recording results.

1. An administrator grants a person the moderator role for the organization.
2. On the meeting page, assign the moderator for that specific meeting.
3. On meeting day, the moderator opens Run Meeting.

Walking The Agenda

Run Meeting opens a focused overlay that steps through the agenda one item at a time. Each step shows the item subject, its type, the responsible person or people, the description, and any internal notes.

Move forward and back through items freely; nothing is recorded until you take an action.

Opening A Vote

Items marked "requires a vote" show an Open Vote control. Items that do not show "No vote required", with an option for the moderator to open a vote anyway if the board takes unexpected action.

1. Choose Open Vote on the current item.
2. Confirm or edit the motion text. It defaults to the item subject.
3. Record who made the motion and who seconded it.
4. The vote dialog opens with the full roll call.

Recording Votes

The vote dialog is the roll-call screen. It lists every voting member with their attendance status and a running tally.

• Board members signed into the meeting can tap their own Yea, Nay, or Abstain.
• The moderator can record any member's vote on their behalf — useful for voice votes or members who are not signed in.
• Bulk shortcuts record All Yea or All Nay in one tap, then you adjust individuals as needed.
• Close the vote as Passed or Failed, or Table or Withdraw the motion.

Corrections And The Audit Trail

Mistakes happen. Votes can be corrected and duplicate motions can be removed, and both actions are recorded.

• Reopen a recorded vote to edit individual votes or the outcome.
• Delete a motion created by accident. You are asked to confirm first.
• Every change to a motion or a recorded vote is written to the motion audit log with who changed it and when.

Nothing is ever silently overwritten. The audit log preserves the original record alongside the correction.

After The Meeting

Once the meeting is complete, motion controls disappear from the agenda tab and results appear as read-only recorded vote cards. Clicking a result opens a non-editable view showing exactly how each person voted.