Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to vote and propose an alternate date for an upcoming Meeting.
Important Note: The Board.Vision web app is optimized and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later). Please note that this support is intended for desktop environments and is not applicable to mobile devices.
To vote and propose an alternate date for an upcoming Meeting:
1) Log in to your Board.Vision account using your registered email address and password.
2) Once you have logged in, you will be directed to 'Home'. By default, Home will display the Approvals that are pending your action.
3) Next, click on the 'Schedules' filter. To view and vote for a scheduler, click the Action Required button.
4) In the View Schedules page, you can view the Basic Information such as the deadline and participants. If you want to notify your Executive Assistant about this meeting schedule, click the Notify Executive Assistant button.
5) Scroll down to 'Proposed Dates' and vote on your availability by selecting Yes or No. The selected dates will be saved automatically in the system. Please note that you can amend your vote any time before the deadline.
6) To provide an alternative date, click the Propose Alternate Date button.
7) On the 'Your Proposed Date' pop-up window, click the Add Date button.
8) Enter a Proposed Date, Start Time and End Time. Then, click on Confirm.
9) You may enter more than 10 proposed dates. Once you have done updating, click on Confirm.
10) To provide any remarks, click on the Add Remark button.
11) On the 'Add Remark' pop-up window, enter your remarks then, click on Save.
Note: You can also view other voter’s responses and remarks (if any) under the 'Individual Responses' section.
Congratulations! You have completed the tutorial on how to vote and propose an alternate date for an upcoming Meeting.