Creating a Poll in the Voting Panel
Objective
This SOP outlines the steps to create a new poll using the voting panel feature in the management system, ensuring all team members can execute the process effectively.
Key Steps
Accessing the Voting Panel 0:07
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Click on Building in the left-hand menu.
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Select Voting Panel.
Navigating the Voting Panel 0:13
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In the voting panel window, you will see two tabs:
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Open: Lists all currently open polls.
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Closed: Lists all completed polls.
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Creating a New Poll 0:25
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Click on the New button at the top right-hand side of the screen.
Choosing Poll Type 0:33
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Select the type of poll to create:
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General Poll
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Case-Related Poll
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For this example, we will create a General Poll.
Entering Poll Details 0:39
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Input the Subject of the poll (e.g., New gym equipment for the building).
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Add a Description (e.g., Exciting News, the committee has decided to purchase a new piece of equipment for the gym. Please vote from the options below on which piece of new gym equipment you would like for the building).
Adding Poll Options 1:08
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Create options for the poll:
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Option 1: Spin bike (add description and upload a photo).
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Click on Add Option to create additional options (e.g., Rower, Treadmill).
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Removing Options 2:00
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If you need to remove an option, click on the rubbish bin icon next to the option.
Selecting Recipients 2:09
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Choose who will vote on the poll:
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By default, strata committee members are selected.
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Expand the options to select all residents or specific individuals.
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Inviting Non-Registered Residents 2:41
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Ensure recipients are invited to use the resident portal and have logged in to appear in the voting section.
Adding Photos and Notes 3:22
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Optionally, add a photo for the poll by clicking the plus button.
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You can also type in additional notes.
Activating the Poll 3:31
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Confirm and make the poll active for voting.
Monitoring Poll Progress 3:47
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View the progress bar to see how many people have voted.
Editing the Poll 3:56
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To make changes, click on the three dots in the top right-hand corner.
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Select Edit to add or modify options or recipients.
Notifying Residents 4:22
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After creating the poll, residents will receive an email notification from the building manager.
Voting Process 4:29
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Residents can log into the resident portal to cast their votes.
Cautionary Notes
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Ensure all recipients have access to the resident portal before creating the poll.
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Double-check the options and recipients before finalizing the poll to avoid confusion.
Tips for Efficiency
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Use clear and concise language in poll descriptions to ensure understanding.
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Regularly check the progress of the poll to encourage participation.