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How to manage votes and create decisions?

In this article, you will learn :

  • how to view voting results 
  • how to vote in behalf of someone else
  • how to create decisions based on the outcome

How can I view voting results?

  1. Open the meeting

  2. Go to the agenda item

  3. Scroll to the Voting results menu. There you can see:

  • the number of votes per option
  • who has voted and the permissions allowed

How to vote on behalf of someone?

If a member has delegated their vote to you, you can:

  1. Open the agenda item

  2. Click on voting status

  3. Select the pen on the right side of the user and confirm their choice. You can also add a note to say the vote was done on behalf if necessary.

How to create a decision based on the outcome of the vote?

Once the vote is closed, you can create a decision based on the outcome directly in Sherpany:

  1. Still in the voting menu, select Create decision.

  2. Edit the decision text if needed.

  3. Confirm to finalise it.

Note  

The Create decision button only appears once the vote is closed.

After the decision is created, the results and the decision are visible in the meeting book and minutes. You can also notify participants if needed.

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