Add Statements

1. About feature

The "Add Statement" feature in VisionSync allows users to add a statement (example - mission, vision, value) to an organization's profile within their VisionSync account. Statements are important documents that outline an organization's purpose, values, and overall direction. Adding these statements can help to ensure that the organization's goals and values are clear and easily accessible. The entities within the organization also have the capability to add their own statements (example - mission, vision, value) that align with the organization's statement.

2. Screen explanation

The “Statement” window contains the following elements.

a. Effective Date field (Required): This field shows the date when statements will be effective. The effective date is important to maintain the historical data of the statements.

b. Mission Statement (Required): This field shows the mission statement of the organization entity.

c. Vision Statement: This field shows the vision statement of the organization entity.

d. Value Statement: This field shows the value statement of the organization entity.

e. Save & Create Button: This button allows the user to save the statements in the organization.

f. View Button: This button allows the user to see the preview of statements. This button is only visible when the organization entity has created the statements.

3. How to perform this feature/functionality?

a. Log into your VisionSync account using your registered email and password.

b. Click on the "Organization" button from the Left-Side Navigation Bar.

c. You will be navigated to the “Organization Details” page that lists out the organizational structure of your organization. If this is the first time you will see only one entity in your organization structure that is the name of the organization.

d. Click on the "Edit Statements" button against the organization entity to view the statements (example - mission, vision, value). It will open a pop-up window.

e.To add new statements, select the effective date and enter descriptions against ‘Mission Statement”, “Vision Statement”, and “Value Statement”.

f. Click on the “Save & Create” button to save the statements.

4. Expected Result

Upon following the above steps, the user should be able to add the statements (example - mission, vision, value). of the selected organization entity.

5. Dependency or Restriction

a. Statements for the organization entity can only be added when the feature to add/edit statements at the organization entity level is turned on. However, everyone can view the statements for the parent organization.

b. The organization entity statement can be added by the users who have permission. However, all users should be able to view the statements.