Elections

c. Under Individual(IndMbr) i. First name ii. Last name d. Under Product(MemberType) i. Product Name e. Under Email i. E-mail address f. Hit “Go” and enter this on the next screen

g. Hit “Go” and export your list to Excel h. Filter the spreadsheet. Remove anyone marked with a 1 under “Member Do Not Contact by Email.” Remove anyone who is a clinician-in-training under “MemberType Product Name.” (Clinician-in-training is the only member category not eligible to vote.) i. Note: You don’t need to do anything with the join date, rejoin date, and effective date for your initial list pull. I only use this data when pulling subsequent lists of new members who joined since the last list was pulled. To do this, filter the “Effective Date” column and keep the data for anyone who was added since the date of your last list. Then remove the clinicians-in-training and add these to your voting member email list. RESULTS SPREADSHEET Template on the shared drive under Elections > 2019 Board Election > 2019 Election Results What you’ll need: - Compiled list of all voting members who received the ballot - Exported spreadsheet from Survey Monkey with the election results Instructions: 1. Once you pull the raw data from Survey Monkey and open it in Excel, rename the tab with the initial export data to “Raw Data.” (You need to keep the raw data.) 2. Create a copy of the “Raw Data” tab and call it “Election Results.” This will be your working file. 3. Create a new tab and call it “Summary.” 4. Open your compiled list of all voting members. In the “Election Results” tab, insert a new column A. Do a V-lookup to match voting member ID numbers with the ID numbers typed into the ballot. Remove any results with an invalid ID number. Then go through the votes and remove any blank votes. Then remove duplicate ID numbers. a. Note: In your “Summary” tab, make note of total votes, ineligible votes removed, and blank votes removed to calculate your total eligible votes.