Workflow
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1
Schedule the meeting
Open Meetings & Votes and choose Schedule meeting. Enter the Type, Title, Date and time (EAT), Venue, Notice issued on, Requisitioned by if members asked for it, and the Agenda, then choose Schedule meeting. Adili checks the notice the meeting type requires.
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2
Invite members and see who is coming
Choose Notify members, pick All active members, write the Message text and choose Send (SMS uses wallet credits). Members reply from the member portal or app; the Members' replies line shows how many are attending and not attending.
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3
Open the session and sign members in
Choose Open session. On the Register tab use Sign in attendee and Sign in for each member present. The figures show Present against Required, and Quorum met once enough are in.
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4
Motions and elections
On the Motions tab use Table a motion (Kind, Title, Seat, Voting method, Threshold, Description) and Table motion, then Open voting. For elections, Issue a ballot to each voter and Record the ballot count, or Record the show of hands, with Record count. Choose Close and declare to announce the result. Adili records who received a ballot, never how they voted.
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5
Minutes
On the Minutes tab, Write the minutes and Save minutes, then Confirm minutes. For a general meeting, Record submission to the Registrar once they are sent.
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6
Close and report
Choose Close meeting, then Download report (PDF) or Download Excel. Adjourn and Cancel meeting are there when the meeting cannot go on.
