Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to vote and propose an alternative date for an upcoming board meeting for your Director.
Important Note: The Board.Vision web app is optimised and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
To vote for your Director:
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. At the top of the screen, you will be able to see your Director’s name.
3) If you wish to switch to act for another Director,
a) Click on the default Director’s name.
b) Select another Director from the dropdown.
4) Under 'To-Do: Schedules', click on the Action Required next to the schedule name.
5) On the View Schedule page, you can view the basic information such as deadline, and participants. The Director's (Business User) name will be indicated at the top right of your screen.
6) Scroll down to the 'Proposed Dates' section, and vote on your Director's availability by selecting a Yes or No. The selected dates will be saved automatically in the system.
Important Note: You can amend your vote any time before the deadline.
7) If you wish to add remarks, click on the Add Remark button.
8) Enter your remarks and click on Save.
9) To propose some dates, tap on the Propose Alternate Date button.
10) On the 'Your Propose Date' pop-up window, click on the Add Date button.
11) Enter a Propose Date, Start Time and End Time. Then, click on Confirm.
12) You may enter more than 10 proposed dates. Once you have updated, click on Confirm.
13) The dates you have proposed will be added to the 'Summary of Responses', allowing other participants to vote on them.
Important Note : You can also view other voters’ responses and remarks (if any) under the 'Individual Responses' section.
You have completed the tutorial on how to vote and propose an alternative date for an upcoming board meeting for your Director.
If you face any issues in completing the steps shown in this tutorial, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 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 public holidays).