Set Up the Contact Tracing Board Premium board icon

To set up the Contact Tracing Board

  1. Import the board.

  2. Create a feature group and assign the board to the feature group for user access.

  3. When you add or edit the board for a feature group, enter this information.

    4. Contact Tracing 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, which allows you to add records to the board, that you want to assign to the feature group.

    Input views are mainly assigned using board permissions and this field is left as None.

    		 None.
    Display The view, which appears when a board is opened, that you want to assign to the feature group.

    Select one of the following options:

    • Check In - List: Lists all employee records.

    • Check In - User Single Record View: Displays all check-in records for the current employee.

    • Tracking Person - List: Lists all employees that are being tracked.
    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 Determines what data is visible on the board. Unlike the filter/search feature that can be added to a board, which helps you find data, the view filters limit the visibility of the data.

    • List - Request: Restricts the list view to only records created by or assigned to the current position.

    • List - Request - Agency: Restricts the list view to only records created by or assigned to the current position.
    Board Permissions Tags Identifies what actions users are able to perform on the board.

    Select one or more of the following options:

    Employee Check-In Board:

    • Employees - View: Allows you to view the Employee List portion of the board.

    • Employee History - View: Allows you to view Employee History List portion of the board.

    • Facilities - View: Allows you to view facilities portion of the board.

    • Delete: Allows you to hide (not delete) employee records from views using filters.

    • Management: Allows you to add new employees.

    Tracking Board:

    • Create: Allows you to create tracking or call records.

    • Edit: Allows you to update tracking or call records.

    • Delete Person: Allows you to hide (not delete) employee tracking records from views using filters.

  4. Click Save.