Set Up the Incident Action Plan Board Standard Icon

The IAP 4.x Board should be imported as a new board if upgrading from version 3 or below. Installation and use of the IAP 4.2.2+ board requires WebEOC 9.15 and later.

To set up the IAP board set

  1. Import the IAP Published, Working, and Template boards.

    When you import these boards, import them in the order specified below and name them as indicated in the Board Name column. You must also save the working board again after importing the template board. This refreshes the board and removes a viewllink error on the working board.

    2. Order of import for boards
    Order of Import File Name Board Name
    1 Signed Incident Action Plan (Published) Version Date.web Incident Action Plan (Published)
    2 Signed Incident Action Plan (Working) Version Date.web Incident Action Plan (Working)
    3 Signed Incident Action Plan (Template) Version Date.web Incident Action Plan (Template)

  2. Assign the boards to a feature group.

    When you assign the boards to a group, assign the appropriate display views and permissions; otherwise, users may not have access to the correct information.

    3. Incident Action Plan board assignment
    Board Description Display View and Description
    IAP Published Used to store read-only copies of completed IAPs that cannot be modified. You can also save published plans to the Template board.

    • List View Published (Admin), allows you to see all published IAPs with the option to delete erroneous IAPs and datalink published IAPs back to the IAP Template board.

    • List View Published (Read Only), allows you to see all published IAPs, view the full IAP, and generate a PDF.
    IAP Working Used to work on an activated IAP. Allows you to publish the completed IAP to the Published board.

    00. main menu

    This view is the only assignable view.
    IAP Template Used to create, modify, and store IAP templates; allows you to move a template to the Working board as the starting point for a new IAP.

    List View Template, allows you to manage templates and update forms within the templates.

    This view is the only assignable view.
  3. When you add or edit the board for a feature group, enter this information.
    4. Incident Action Plan 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:

    IAP Published

    • List View Published (Admin) - Allows you to see all published IAPs with the option to delete erroneous IAPs and link published IAPs back to the Incident Action Plan (Template) board.

    • List View Published (Read Only) - Allows you to see all published IAPs, view the full IAP, and generate a PDF.

    IAP Working

    • 00. main menu - This is the only assignable view. It allows you to view Working IAPs.

    IAP Template

    • List View Template - This is the only assignable view. It allows you to manage all templates and update forms within those templates.
    Device Type 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 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. None.
    Board Permissions Tags What actions users are able to perform on the board.

    Select one or more of the following options:

    Assigning any of the following board permissions will grant access to all IAP forms. If you want to limit access to specific ICS forms, do not assign board permissions here. Instead, assign permissions within the board.

    IAP Published

    • Delete Published: Delete IAPs from the Published board.

    • Send Published to Template: Send Published IAPs to the Template board.

    IAP Working

    • Create Working: Create new IAPs from the Working board.

    • Update Working: Update IAPs from the Working board.

    • Delete Working: Delete IAPs from the Working board.

    IAP Template

    • Create Template: Create new IAPs from the Template board.

    • Update Template: Update IAPs from the Template board.

    • Delete Template: Delete IAPs from the Template board.

  4. Click Save.