Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to act on an Approval as an Alternate Director.
To act on Approval as an Alternate Director:
1) Log in to the Board.Vision App with your registered email address and password.
2) Once you have logged in, you will be directed to your "Board Space".
3) Tap on the approval from your "To-Do List".
4) You will be directed to the Vote on behalf pop-up window. Choose the Principal Director you want to act for, then tap on Confirm.
Note: If you are submitting your response as both Director and Alternate Director for the Approval, you will be able to see your name and the Principal Director's name on the pop-up window.
5) Once you have tapped on Confirm, you will see a pop-up message to inform you that you are acting as an Alternate Director to a Principal Director. E.g. You're the alternate director to Syikin Chin.
6) On the left of your screen, you will be able to see the Deadline, Approval document, Supporting document (if any), and Voters.
7) On the right, you will be able to view the document.
8) Next, tap on the Actions button at the bottom right of your screen.
9) Once you have tapped on the Actions button, it will expand, revealing several action buttons.
If you wish to leave a comment on the Approval, tap on Add Remarks.
Note: Your comment will be visible to both Administrators and other Directors. Once you have submitted your response action (Approve, Disapprove or Abstain), you will not be able to add any remarks.
10) To act on the Approval, tap on Approve, Disapprove, or Abstain.
11) Once you have tapped on a response action, if you have submitted any remarks, you will be prompted to edit your remarks first, before you proceed. Tap on "Continue without editing" or "Edit".
12) Following your response selection, a screen will appear, reflecting your chosen response. Tap on Proceed to continue.
13) If the Approval requires an OTP to affirm your response, you will receive a 6-digit OTP on your registered mobile phone number via SMS. Alternatively, you can use Authy to generate an OTP.
14) Once the authentication has been verified successfully, your response will be captured at the bottom of the document and Administrators can view it instantly.
If you would like to view other voters' responses and remarks, tap on Show Voters on the left side of the screen.
Please note that as an Alternate Director, if you have responded to the Approval but the Principal Director has not responded to the Approval, the Principal Director's Name will be shown under the 'No Response' section.
You have completed the tutorial on how to act on an Approval as an Alternate Director.
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.
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