Draft a poll from the discussion topic
Frame a discussion topic as a voting proposal with a clear matter to decide.
From a proposal to voting and result reports
A clear path from a proposal to participation and results.
01
Propose a vote from chat
Prepare a voting draft from a discussion with a clear question and answer options. A proposal accepted through support or the required review creates a poll that then follows its own formal stages.
Edit the question and answer options
Review the question and options before proceeding so participants understand the choice consistently.
Gather participant support
Participants can support the proposal so it can proceed through the required review process.
Review when the process requires it
A proposal requiring administrator review can be approved or rejected in the relevant queue when that stage applies.
Move an approved proposal into the formal voting process
An approved proposal proceeds into formal voting preparation, following the required approvals and rules.
02
Organise meetings and votes
Organizers set the question, answer options, eligible owners and participation period. The material follows chair or board review where the procedure requires it, with current and completed votes retained in a list.
Set a question, options and participation window
Define the question, answer options and participation deadline when preparing the vote.
Chair or board review stages as required
Where the procedure requires it, voting material is sent for chair or board review.
Define eligible participating owners
Define which owners are eligible to participate according to the matter and applicable procedure.
Voting reminders
Remind eligible participants about an active vote so they do not miss the opportunity to take part.
View ongoing and completed votes
Find active votes to participate and completed votes to review previous questions and outcomes.
03
Record each participant’s choice
Eligible owners vote in the app and confirm their choice and the required signature. Participation and results follow the defined rules, including quorum calculation and result visibility, while retaining the decision history.
Owners vote from the app
An eligible owner opens the question in the app and selects an answer to record participation.
Store the participant-approved signature
The signature confirmed during voting is retained with the participation record.
Calculate quorum using configured rules
Participation is assessed against the defined quorum rules to show whether the required threshold is met.
Reveal results according to the voting rules
Results are shown at the time and to the extent permitted by that vote’s rules.
Keep participation and decision records
Participation and decision records remain available after completion for later reference.
04
Results ready to share
Summarize votes and participation and export them to PDF or Excel for review and presentation. The decision’s status depends on applicable rules and the procedure followed; the report presents the recorded participation and outcome.
A summary of votes and participation
Review the recorded votes and participation together when presenting the result.
Export-ready reports in PDF and Excel
Download the results as a document or spreadsheet for review and presentation.
Retained records for the responsible person to review
Recorded material is retained so authorized staff can check the voting process and its data.
A decision’s status depends on applicable rules and the procedure followed
The responsible person assesses the decision’s status under the relevant rules and verifies the required procedure.
05
How a discussion proposal gains support
A request or voting proposal from a discussion has a separate support stage. It establishes participant support before creating a service request or formal poll.
Select active participants
The support group is selected from the most active participants over the last seven days and the author, and is fixed when the proposal is created.
Support or oppose
Selected participants can support or oppose the proposal, which requires the defined majority to pass.
A twenty-four-hour window
An open support proposal has a one-day time limit so the decision does not remain unresolved indefinitely.
Review when only the author participates
If the author is the only participant, the proposal goes to an administrator for review rather than self-approval.
Author cancellation and one open proposal
The author can cancel at a permitted stage; the discussion’s current proposal is kept separate to avoid duplicate workflows.
Link to the result and recover unfinished execution
An accepted proposal links to the resulting request or poll; unfinished creation remains visible for a controlled retry.
06
Formal voting stages and materials
Formal voting has its own participants, approval stages and recorded outcome. Supporting a discussion proposal does not replace an owner’s formal participation.
Documents attached to a vote
Attach the materials under consideration so participants can review them before deciding.
Chair and board review
Under the defined process, a proposal can pass through a chair’s decision or separate board review and voting.
Explicit owner consent
An owner’s vote uses the saved signature and explicit consent for that particular choice.
Close on the deadline or full participation
Voting can close at its deadline or after all eligible participants have voted, according to the process rules.
Record the final result
When voting closes, its final result is retained for later review and export.
Availability depends on the user’s role, enabled services and compatible equipment.
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