Quick List for Checking Online Voting Set up in Strata Master

This article will assist when

setting up online voting
a Lot Owner or other registered voter claims they cannot vote online. Some items may not directly apply however is best to check all steps.
a Lot Owner or other registered voter claims they cannot find the required meeting on the portal
other queries above online voting. Note that if a voter cannot login refer to this article - https://kb.rockend.com/help/owner-unable-to-login-to-owner-portal

Note that this article is not for use when Voter cannot log in to the portal at all

There are a number of locations where items need to be actioned, ticked or otherwise enabled.

1. Navigate to Configure > Agency > Licencing

On this page, web access needs to be ticked.

2. Click on Corp icon > Select the Plan involved > General tab

On the General tab there should be a tick Online Voting Approved, with a date entered.

3. Navigate to Meeting Register and select the relevant meeting

There needs to be a tick in "Allow Online Voting" column and also in column for "Open for Online voting

4. Navigate to Strata$ folder (on your server) and within that the Template Folder

Within the template folder you should have a Voting Invitation template for Printing or Emailing.

5. Meeting Agenda > invitations have been issued

Check your document management or Outlook Sent box for copies of documents sent. Letters are sent via Reports > Mail Merge and the standard Template appears as below.