Web Application only

User: Delete a User
You can only delete Users with a Draft/ Invitation Sent/ Invitation Expired Status. To delete the User,  1) Login to your Board.Vision portal as an ...
Thu, 27 Feb, 2020 at 10:38 AM
User: Edit an Existing User's details
To edit an existing User's details, 1) Login to your Board.Vision portal as Administrator*. 2) From the left navigation menu, go to Users. 3) Sel...
Mon, 17 Feb, 2020 at 2:26 PM
User Group: Add a Member
To add a Member into a User Group, 1) Login to your Board.Vision portal as Administrator*. 2) From the left navigation menu, go to User Groups. 3) Sel...
Mon, 17 Feb, 2020 at 2:52 PM
User Group: Remove a Member
To remove a Member from User Group, 1) Login to your Board.Vision portal as Administrator*. 2) From the left navigation menu, go to User Groups. 3) Se...
Mon, 17 Feb, 2020 at 3:03 PM
User Group: Create a New User Group
To create a new User Group, 1) Login to your Board.Vision portal as an Administrator*. 2) From the left navigation menu, go to User Groups. 3) In the ...
Mon, 17 Feb, 2020 at 3:05 PM
User Group: Filter Schedules/Meetings/Resolutions
In the Planning & Scheduling page, you can filter by selecting a User Group from the drop-down list (see red box). Dated: 8 August 2019 Web ...
Mon, 17 Feb, 2020 at 3:31 PM
Planning & Scheduling: Download logs
Step 1 – Select Planning & Scheduling, scroll down to the bottom of the page and click Download Logs button (see red box).         Step 2 – Once ...
Mon, 17 Feb, 2020 at 5:28 PM
Approvals: Offline Decision
Step 1 – In the Approvals page, select Approvals with Pending Outcome status (see red box).  Step 2 – In the Individual Responses page, click a ...
Mon, 17 Feb, 2020 at 5:05 PM
Approvals: Add Remarks
Step 1 – In the Approvals  Page, select your Resolution with a Pending Outcome status (see red box).         Step 2 – Click Close and Resolve (see ...
Mon, 17 Feb, 2020 at 5:07 PM
Meetings and Resolutions: Reorder sequence of documents
Step 1 – In Meetings & Events list page, select Meeting with Draft or Scheduled status (see red box).     Step 2 – Scroll down to Agenda Details a...
Mon, 17 Feb, 2020 at 3:33 PM