Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to add an Alternate Director to the Register of Directors and confirm his or her date of appointment.
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 add an Alternate Director to the Register of Directors:
1) Log in to your Board.Vision account using your registered email address and password.
2) Once you are logged in, Home shows an overview of your Upcoming, Pending, and Draft items.
3) Click on Registers from the left menu. The Register of Directors section will be shown as your main screen.
4) Click on the + icon at the top right. You will be directed to the Add New Entry pop-up window.
5) To add an Existing Board.Vision User to the Register of Directors:
Important Note: You are required to create the user from the Users module first so that the user will be listed on the existing Board.Vision user dropdown list. The Existing Board.Vision User with Confirmed status will be able to view his/her Appointment in the Director’s Disclosure portal under Section 156 Current Appointment/Interests.
a) On the Add New Entry pop-up window, click on Existing Board.Vision User.
b) On the Register of Directors pop-up window, select Alternate Director from the Position dropdown list.
c) Then, choose an existing Board.Vision user from the Present Full Name dropdown list.
Note: Upon selecting the user's name, only the user's Title and Primary Email may be auto-filled as this information are two of the mandatory details that are required when creating a Board.Vision User.
d) Once you have entered all mandatory fields, select the Principal Director's name from the 'I am Alternate Director to' dropdown list and enter the Alternate Director's directorship appointment date into the Date of Appointment.
Then, click on Add to Register.
Important Note: Ensure that the Principal Director has firstly been added to the Register of Directors with a confirmed Date of Appointment so that you are able to select the Principal's Director name from the 'I am Alternate Director to' dropdown list.
6) To add a New User to the Register of Directors:
Important Note: If you have added a New User from the Register of Directors, the user will be added to the Register of Directors for record purposes only. The user will not be auto-created as a Board.Vision user in the Users module. Therefore, there is no information that will be auto-populated to the Director's Disclosure portal under Section 156 Current Appointment/Interests.
a) On the Add New Entry pop-up window, click on New User.
b) On the Register of Directors pop-up window, select Alternate Director from the Position dropdown list.
c) Once you have entered all mandatory fields, select the Principal Director's name from the 'I am Alternate Director to' dropdown list and enter the Alternate Director's directorship appointment date into the Date of Appointment.
Then, click on Add to Register.
Important Note: Ensure that the Principal Director has first been added to the Register of Directors with a confirmed Date of Appointment so that you are able to select the Principal's Director name from the 'I am Alternate Director to' dropdown list.
To confirm the Alternate Director's date of Appointment:
1) Select the checkbox beside the Alternate Director’s name. Then, click on Confirm Date of Appointment.
2) On the Confirmation pop-up window, enter the Date of Appointment, then click on Confirm Register.
If you face any issues, 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).