Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to act on multiple Approvals from the Business User Dashboard.
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 multiple Approvals from the Business User Dashboard:
1) Log in to your Board.Vision account using your registered email address and password.
2) Click on the Business User Dashboard on the 'Company Selection' screen.
3) Once you have clicked on the Business User Dashboard button, you will see the Business User Dashboard screen.
Under the "To-Do List", you will find details such as the Approval Name, Deadline, Status, Required OTP, Company Name, Remarks, and Action.
Note: Business Users are required to preview the approval document first. Currently, the Select Action dropdown is disabled until the document has been previewed.
4) Click on the approval name and the approval will be opened in a new tab.
5) On the left of your screen, you will be able to see the Approval Deadline, Approval document, Supporting document (if any), and Voters.
6) Once you have reviewed the Approval Document and Supporting Document (if any), you may proceed to close this tab by clicking on the Close button at the top right side of the screen.
7) Once closed, the page will bring you back to the Business User Dashboard "To-Do List".
If you need to submit your remarks, click on "Add Remark" before submitting your response.
8) On the "Add Remark" pop-up window, enter your remarks and click on Update.
9) Once you have indicated your remarks (if required), select the checkbox to select the approvals. Then, select the action from the "Select Action" drop-down menu on the right.
10) Next, click on the Confirm Action button.
11) Once you have clicked on the confirm action, a screen will pop up reflecting your response selection with your saved signature. Click on Next to proceed.
12) If the selected approvals require an One-Time password (OTP) to confirm your response, you will receive a 6-digit OTP sent to your registered mobile phone number via SMS or ermail, depending on your preferred method for receiving OTP.
Enter the OTP and click on Submit.
13) Once the authentication has been verified successfully, your response will be captured and an "Action Completed" screen will be displayed.
14) Once you have clicked on Close, the approvals for which you have taken action will be removed from the To-Do List on the Business User Dashboard.
You may click on "Switch Companies" at the top right side of the screen to switch to individual companies.
You have completed the tutorial on how to act on multiple approvals from the Business User Dashboard.
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).