How to Act on an Approval as an Alternate Director

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to act on an Approval as an Alternate 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 act on Approval as an Alternate Director: 

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

2) From your Home dashboard, go to Approvals and click on the Action Required under the To-Do: Approval section. 

3) On this screen, you will be able to view the following details:

• Deadline

• Approval Document

• Supporting Document (if any)

• Voters (for open approvals only)

The document will be displayed on the right side of the screen for your review. You will be able to see a black label that shows you are acting as an Alternate Director. 

4) Click on the Actions button at the bottom right of the screen.  

5) After clicking on the Actions button, it will expand to reveal several options.

If you wish to leave a comment on the approval, click on Add Remarks.

Note: Your comment will be visible to both Administrators and other Directors. Remarks must be added before submitting your response (Approve, Disapprove, or Abstain). Once your response is submitted, you will no longer be able to add remarks. 

6) To act on the Approval, click Approve or Disapprove.

Note: An Abstain option is available if it has been enabled by the Administrator.

7) After selecting a response action (Approve, Disapprove, or Abstain), you will be prompted to review your remarks (if any).

You may choose to:

• Click "Continue without editing" to proceed with your response as is.

• Click "Go to Edit" to modify your remarks

8) After selecting your response, a confirmation screen will appear showing your choice along with your signature. If you do not have a saved signature, you may sign in the white box provided.

Click Next to proceed.

9) If the approval requires OTP verification, enter the 6-digit OTP sent to your registered mobile number via SMS.

Alternatively, you may choose to receive the OTP via email by selecting the Email OTP option.

10) After successful authentication, your response will be captured at the bottom of the document. Administrators will be notified via email and will be able to view your submission immediately. 

Important Note: 

• If the Principal Director submits a response after the Alternate Director, the Principal’s response will overwrite the Alternate’s response.

• If the Principal Director responds before the Alternate Director, no action is required from the Alternate Director.

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. 

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