Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create an approval.

Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).  

To create an approval:

1) Log in to your Board.Vision account using your registered email address and password. 


2) From the left navigation menu, go to Approvals, and click on +Add Approvals.



3) On the Add Approval page, enter the mandatory fields such as an Approval Name & Deadline.



4) Voting Types: 

Select Open if you want a participant to see other participants' choices. 

Select Closed if you don't want a participant to see other participants' choices. 


5) Select the checkbox if you wish to Allow Abstain and/or Require OTP. 



To add in Administrators:

6) In the Add Administrators section, select the 'Open to All Administrators' checkbox if you want to allow all Administrators to view/edit the Approval: 


Important Note: By selecting the 'Open to All Administrators' option, all Administrators in the company will be receiving an email notification. 



To add in observers:

7) Click on the white box within the Add Observers section, and a Search to Add Observers window will appear. 


8) Click to select the name from the Users list or search within the white box, to add the user into the Add Observers section.


Important Note: As an Observer, he will be able to view Approval details and documents only. He will not be able to act on the Approval.



To add in participants:

9) Click on the white box within Add Participants section, and a Search to Add Participants window will appear.
 

10) Click to select the name from the list or search within the white box, to add the user into the Add Participants section.


Important Note: You must select a minimum of 2 names as Participants.



To add in recused participants:

11) Click on the white box within Recused Participants section, and a Search to Recuse Participants window will appear. 


12) Click to select the name from the list or search within the white box, to add the user into the Recused Participants section.
 

Important Note: Once recused, the user will not be able to view Approval details and documents.

 


To upload the Approval Document:


13) Click on Choose File, then input the Title and Description. If you wish to disallow participants to download, uncheck the Allow download option.
 

14) Click on Save as Draft to add Approval supporting document.

 


To add in Supporting Document:

 

15) Once you have clicked on Save as Draft, you will be directed to the View Approval Page.


16) Scroll down to Supporting Document and click on Add Document.



17) On the Add Supporting Document pop-up window, select Choose File and input a Title and Description. If you wish to disallow participants to download, uncheck the Allow download option.


18) Then, click on Upload.



Approval Advanced Settings:


19) Before activating the Approval, click on the Settings icon at the top right. 



20) On the Approval Advanced Settings pop-up window select the following options: 


a) To Notify Administrators when participants acted on this Approval.

b) To Notify Administrators when the passing condition is met.

c) To Allow Business Users to view COC.


21) Then, click on Update.



To activate the Approval: 


22) Click on Activate and Notify.



23) On the Notification pop-up window, select Notify via Email and/or Push Notification.
 

24) From the Participants & EA list, select the names you wish to notifythen click on Confirm.
 

Important Note: To expand the Participants & EA, as well as Observers list, click on the arrow down icon.



You have successfully created an approval.


Congratulations! You have completed the tutorial on how to create an approval.


If you face any issues in completing the steps shown in this tutorial, please reach out to our Customer Experience Team at support@board.vision or +65 69097100 and we will be happy to help. 


Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding weekends and public holidays).