Record Member Ballot (2)

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Screen Title: 

Panel Number:

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UMBRBALT-02

Record Member Votes on Ballot

3984

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Access this screen when you enter a member’s account number or SSN/TIN on the previous screen and press Enter.

Get the member's perspective with this online banking video: Voting for Board Members or Completing a Survey (More videos below!)

Helpful Resources

Online Ballots Configuration Guide

Screen Overview

Select a question from the list and use Select to view the possible answers for that question on the next screen.

Procedure for recording a member’s vote on an online ballot using CU*BASE

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.

Additional Video Resources

View more member-facing online banking videos!

Visit the Show Me the Steps video library to view all CU*BASE and online banking videos!

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#UMBRBALT-02.htm