Set Up the Event Reporting Board Standard Icon

To set up the Event Reporting Board

  1. Import the board.

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

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

    4. Event Reporting 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:

    • Activity Log Display: Shows activity log records created by any user assigned to the current position.

    • Controller Review Display: Shows all records and allows designated controllers to manage significant events.

    • Dashboard: Dashboard view summarizing significant event record totals.

    • Significant Events Display: Shows all records designated as “Significant Events.”
    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. No need to add or adjust these.
    Board Permissions Tags Identifies what actions users are able to perform on the board.

    Select one or more of the following options:

    • Create: Allows user to create records.

    • Update: Allows user to update records.

    • Delete: Allows user to remove records from list view.

      Records are not deleted. They are hidden from views using filters.

    Controller:

    • Allows the user to set the approval status for significant event records.

    • Allows the user to enable/disable the controller review.

    • Allows the user to set the significant events time filter.

  4. Click Save.