Set Up the Incident Documentation Board Standard Icon

To set up the Incident Documentation Board

  1. Import the board.

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

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

    3. Incident Documentation 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:

    List - Incident Documentation: Show folders, subfolder, files, and subfiles uploaded to incident documentation library.
    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 File: Allows the user to upload files and subfiles.

    • Create Folder: Allows the user to create folders and subfolders.

    • Edit File: Allows the user to update files and subfiles.

    • Edit Folder: Allows the user to update folders and subfolders.

    • Recover Folder/File: Allows the user to recover folders, subfolders, files, and subfiles that were removed from the incident documentation.

    • Remove Folder/File: Allows the user to remove folders, subfolders, files, and subfiles from the incident documentation.

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

  3. Click Save.