Record Member Votes on Ballot
Access this screen by selecting Tool #749: Record Member Vote for Online Ballot.
SEE ALSO: Online Ballot and Configuration Guide
Get the member's perspective with this online banking video: Voting for Board Members or Completing a Survey (More videos below!)
This option allows a credit union employee to record a member’s vote in an online ballot in CU*BASE (instead of the member voting in It’s Me 247). On this screen enter a member’s account number or SSN/TIN and press Enter to move to the next screen.
1. If a second Employee ID and password is required to record a ballot, enter the second employee’s information and press Enter.
2. Enter the member’s account number or SSN/TIN and press Enter.
3. Select the question and use the Select option to view the possible answers.
4. Select the member’s answers by checking the appropriate answer. A bar above the answers will indicate the maximum number of answers the member can select. If too many answers are selected, a warning message will appear saying that the votes are invalid.
5. Press Enter to save the selected answers. The screen will indicate that a selection has been made.
6. Answer additional questions in a similar manner until all questions have been answered.
7. Use F5-Submit Vote to record the member’s vote. A confirmation screen will appear.
8. Use F10-Continue to finalize the vote.
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