View Statements

1. About feature

The "View Statements' feature in VisionSync is designed to allow users to view the organization entity statements (example - mission, vision, and value) within their VisionSync account. Statements are important documents that outline an organization's purpose, values, and overall direction. Viewing these statements can provide important insight into an organization's core beliefs, making it easier to understand its overall path for strategic planning and its execution.

2. Screen explanation

The “View 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 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. The organization's statements will be displayed in the "Organization Entity - Statement" window.

f. Click on the “View” button on the top right to see the history of all statements arranged by effective date.

4. Expected Result

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

5. Dependency or Restriction

a. Statements for the organization entity can only be viewed 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.