Set Up the Call Center DS Board Standard Icon

To ensure that the board customizations work as expected

  1. Set up the board in WebEOC Nexus.

  2. Set up the board in DesignStudio.

To set up the Call Center DS Board in WebEOC Nexus

  1. Import the board.

  2. Create a feature group and assign the board to the feature group for user access. When adding or editing the board for a feature group, use the following table to guide your entries and selections.

    3. Call Center DS configuration
    Field Description Valid Values

    Default Label

    		The name for this board as you want it to appear in the menu. Any combination of up to 200 alphanumeric characters, excluding special characters.

    Input

    The view that allows you to add records to the board.

    Assign input views through board permissions; set this field to None.

    Select None.

    Display

    The view that displays when a board is opened.

    Select one of the following options:

    • List: Shows all calls per incident by status of Open, Flagged, and Closed.

    • List - Duty Officer: Show calls marked as Duty Officer response required.

    • List - Flagged Calls: Shows calls marked as flagged.

    • Dashboard: A dashboard summarizing calls by status, priority, and call type.

    Device Type

    Indicates the type of device on which the board is primarily intended for display.

    Select one of the following options:

    • Desktop

    • Mobile

    • Desktop and Mobile

    View Filters

    The filters that determine what data is visible on the board.

    Unlike the filter/search feature that you can add to a board to help you find data, the view filters limit the visibility of data.

    Do not modify the filters in this setting.

    Board Permissions Tags

    The actions that group members can perform on the board.

    Select one or more of the following options:

    Create: Allows creation of a new call log entry.

    Create - Response Report: Allows creation of a duty officer response report.

    Delete: Allows removal of call records from the view.

    Delete - Response Report: Allows removal of duty officer response reports.

    Duty Officer: Allows access to the duty officer navigation tab.

    Flagged Calls: Allows access to the flagged calls navigation tab.

    Management: Allows ability to add who reviewed a call record.

    Update: Allows updates to call log entry details.

    Update - Response Report: Allows updates to duty officer response reports.

  3. Click Save.

To set up the Call Center DS Board in DesignStudio

  1. Create a new board in DesignStudio.

  2. Name the board and select your Publish Profile.

  3. To import the board, select Import From WebEOC Nexus.

  4. Select your connection and WebEOC Nexus board name.

  5. Customize the board as needed.

  6. Add your publish profile to the board under Board Details.

  7. Publish the board into your WebEOC Nexus instance.