Set Up the Requests, Inventory, and Deployments (RID) Board

Requests, Inventory, and Deployments 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 or more of the following options: There are many assignable views, which offers great flexibility when you want a group of people to view deployment records, for example, or only see report views. However, if a group needs permissions to the requests view and another list view or the dashboard, the assigned view should be either List - Request or List - Request - Agency. Dashboard: Summarizes request/task totals and inventory, deployments, and costs. List - Deployment: Lists all deployment records. List - Deployment - Agency: Lists deployment records filtered by the RID - Agency process permission. List - Finance: Lists all finance records. List - Finance - Agency: Lists finance records filtered by the RID - Agency process permission. List - Inventory: Lists all inventory records. List - Inventory - Agency: Lists inventory records filtered by the RID - Agency process permission. List - Request: Lists all requests records. List - Request - Agency: Lists requests records filtered by the RID - Agency process permission. Report - Deployment: Read-only list of deployment records with extensive search options for generating reports. Report - Inventory: Read-only list of deployment records with extensive search options for generating reports. Report - Request: Read-only list of deployment records with extensive search options for generating reports. Warehouse - Start: Mobile-first view that focuses on scanning inventory barcodes. Assign this view to enable RID's Warehouse feature. This feature is designed to be used primarily on mobile devices but is compatible with all supported devices connected to an HD video camera.
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.	Available only when the List - Request or List - Request - Agency display views are assigned: My Assignments and Requests: 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 of the following options: There are many board permissions. These permissions allow you to assign and navigate views through tabs, without deleting view links or special views. For example, you may want access to requests and deployments, but do not want to maintain inventory records. When assigning Update Agency, Update All, and Update Position permissions, only one of the three should be assigned at a time in order to avoid permission issues. Barcoding: Allows you to enable barcoding functionality within deployments. Category Fields - Edit: Allows you to configure the category fields view, which conditionally displays various fields dependent on the chosen inventory category. Deployment Locations - Import: Allows you to import regions, locations, and addresses that are used to autofill the 'Deploy To Location' section of deployment records. Inventory Locations - Import: Allows you to import regions, locations, and sublocations that are used in the 'Resource Location' section of inventory records. Deployments - Create: Allows you to create deployment records. Must be assigned in conjunction with the Deployments - View permission. Deployments - Delete: Allows you to hide (not delete) deployment records from views using filters. Must be assigned in conjunction with the Deployments - View permission. Deployments - Update Agency: Allows you to update deployment records if you share the same agency or position as the user who created the deployment record. Must be assigned in conjunction with the Deployments - View permission. Deployments - Update All: Allows you to update deployment record regardless of who created the deployment record. Must be assigned in conjunction with the Deployments - View permission. Deployments - Update Position: Allows you to update deployment records if you share the same position as the user who created the deployment record. Must be assigned in conjunction with the Deployments - View permission. Deployments - View: Allows you to view deployments information on the board (including the deployments tab and the deployments table on inventory and request views). Must be assigned for you to be able to create and update deployment records. Finance - Create/Update: Allows you to create and update finance records. Must be assigned in conjunction with the Finance - View permission. Finance - Delete: Allows you to hide (not delete) finance records from views using filters. Must be assigned in conjunction with the Finance - View permission. Finance - Update Agency: Allows you to update finance records if you share the same agency or position as the user who created the finance record. Must be assigned in conjunction with the Finance - View permission. Finance - Update All: Allows you to update finance record regardless of who created the finance record. Must be assigned in conjunction with the Finance - View permission. Finance - Update Position: Allows you to update finance records if you share the same position as the user who created the finance record. Must be assigned in conjunction with the Finance - View permission. Finance - View: Allows you to view finance information on the board (including the finance tab and the finance table on request views). Must be assigned for you to be able to create and update finance records. Funding Source - Create: Allows you to create funding source records. Funding Source - Delete: Allows you to hide (not delete) funding source records from views using filters. Funding Source - Update: Allows you to update funding source records. Inventory - Create/Update: Allows you to create and update inventory records. Must be assigned in conjunction with the Inventory - View permission. Inventory - Delete: Allows you to hide (not delete) inventory records from views using filters. Must be assigned in conjunction with the Inventory - View permission. Inventory - Import: Allows you to import inventory records through a view link on the List - Inventory and List - Inventory - Agency views. Requires the Board Data Manager plug-in. Inventory - View: Allows you to view inventory information on the board (including the inventory tab and the deploy from inventory table on the deployment input view). Must be assigned for you to be able to create and update finance records. Inventory Maintenance - Create: Allows you to create inventory maintenance records. Must be assigned in conjunction with the Inventory Maintenance - View permission. Inventory Maintenance - Delete: Allows you to hide (not delete) inventory maintenance records using filters. Must be assigned in conjunction with the Inventory Maintenance - View permission. Inventory Maintenance - Update Agency: Allows you to update inventory maintenance records if you share the same agency or position as the user who created the inventory record. Must be assigned in conjunction with the Inventory Maintenance - View permission. Inventory Maintenance - Update All: Allows you to update inventory maintenance records regardless of who created the inventory record. Must be assigned in conjunction with the Inventory Maintenance - View permission. Inventory Maintenance - Update Position: Allows you to update inventory maintenance records if you share the same position as the user who created the inventory record. Must be assigned in conjunction with the Inventory Maintenance - View permission. Inventory Maintenance - View: Allows you to view inventory maintenance information within inventory records. Must be assigned for you to be able to create and update inventory maintenance records. Open Assignment: Allows you to assign request records to all WebEOC Nexus positions. Must be assigned in conjunction with the Requests - Create/Update board permission. Should not be assigned in conjunction with the Permissioned Assignment permission. If this occurs, the Open Assignment permission will take precedence and the Permissioned Assignment will be ignored. If neither Open Assignment or Permissioned Request are assigned, you will not be able to assign records and the assigned_to value on new records will default to Pending Assignment. Permissioned Assignment: Allows you to only assign request records to those WebEOC Nexus positions that you have access to under the RID Agency process permission. Must be assigned in conjunction with the Requests - Create/Update permission. Should not be assigned in conjunction with the Open Assignment permission. If this occurs, the Open Assignment permission will take precedence and the Permissioned Assignment will be ignored. If neither Open Assignment or Permissioned Request are assigned, you will not be able to assign records and the assigned_to value on new records will default to Pending Assignment. Requests - Create: Allows you to create request records. Must be assigned in conjunction with the Requests - View permission. Requests - Delete: Allows you to hide (not delete) request records from views using filters. Must be assigned in conjunction with the Requests - View permission. Requests - Update Agency: Allows you to update request records if you share the same agency or position as the user who created the request record. Must be assigned in conjunction with the Requests - View permission. Requests - Update All: Allows you to update request record regardless of who created the request record. Must be assigned in conjunction with the Requests - View permission. Requests - Update Position: Allows you to update request records if you share the same position as the user who created the request record. Must be assigned in conjunction with the Requests - View permission. Requests - View: Allows you to view request information on the board. Must be assigned to be able to create and update request records. Show Agency Fields: Allows you to shows/hide the agency column on the list views and details views.

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 or more of the following options:

There are many assignable views, which offers great flexibility when you want a group of people to view deployment records, for example, or only see report views. However, if a group needs permissions to the requests view and another list view or the dashboard, the assigned view should be either List - Request or List - Request - Agency.

Dashboard: Summarizes request/task totals and inventory, deployments, and costs.
List - Deployment: Lists all deployment records.
List - Deployment - Agency: Lists deployment records filtered by the RID - Agency process permission.
List - Finance: Lists all finance records.
List - Finance - Agency: Lists finance records filtered by the RID - Agency process permission.
List - Inventory: Lists all inventory records.
List - Inventory - Agency: Lists inventory records filtered by the RID - Agency process permission.
List - Request: Lists all requests records.
List - Request - Agency: Lists requests records filtered by the RID - Agency process permission.
Report - Deployment: Read-only list of deployment records with extensive search options for generating reports.
Report - Inventory: Read-only list of deployment records with extensive search options for generating reports.
Report - Request: Read-only list of deployment records with extensive search options for generating reports.
Warehouse - Start: Mobile-first view that focuses on scanning inventory barcodes.

Assign this view to enable RID's Warehouse feature. This feature is designed to be used primarily on mobile devices but is compatible with all supported devices connected to an HD video camera.

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.

Available only when the List - Request or List - Request - Agency display views are assigned:

My Assignments and Requests: 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 of the following options:

There are many board permissions. These permissions allow you to assign and navigate views through tabs, without deleting view links or special views. For example, you may want access to requests and deployments, but do not want to maintain inventory records.
When assigning Update Agency, Update All, and Update Position permissions, only one of the three should be assigned at a time in order to avoid permission issues.

Barcoding: Allows you to enable barcoding functionality within deployments.
Category Fields - Edit: Allows you to configure the category fields view, which conditionally displays various fields dependent on the chosen inventory category.
Deployment Locations - Import: Allows you to import regions, locations, and addresses that are used to autofill the 'Deploy To Location' section of deployment records.
Inventory Locations - Import: Allows you to import regions, locations, and sublocations that are used in the 'Resource Location' section of inventory records.
Deployments - Create: Allows you to create deployment records. Must be assigned in conjunction with the Deployments - View permission.
Deployments - Delete: Allows you to hide (not delete) deployment records from views using filters. Must be assigned in conjunction with the Deployments - View permission.
Deployments - Update Agency: Allows you to update deployment records if you share the same agency or position as the user who created the deployment record. Must be assigned in conjunction with the Deployments - View permission.
Deployments - Update All: Allows you to update deployment record regardless of who created the deployment record. Must be assigned in conjunction with the Deployments - View permission.
Deployments - Update Position: Allows you to update deployment records if you share the same position as the user who created the deployment record. Must be assigned in conjunction with the Deployments - View permission.
Deployments - View: Allows you to view deployments information on the board (including the deployments tab and the deployments table on inventory and request views). Must be assigned for you to be able to create and update deployment records.
Finance - Create/Update: Allows you to create and update finance records. Must be assigned in conjunction with the Finance - View permission.
Finance - Delete: Allows you to hide (not delete) finance records from views using filters. Must be assigned in conjunction with the Finance - View permission.
Finance - Update Agency: Allows you to update finance records if you share the same agency or position as the user who created the finance record. Must be assigned in conjunction with the Finance - View permission.
Finance - Update All: Allows you to update finance record regardless of who created the finance record. Must be assigned in conjunction with the Finance - View permission.
Finance - Update Position: Allows you to update finance records if you share the same position as the user who created the finance record. Must be assigned in conjunction with the Finance - View permission.
Finance - View: Allows you to view finance information on the board (including the finance tab and the finance table on request views). Must be assigned for you to be able to create and update finance records.
Funding Source - Create: Allows you to create funding source records.
Funding Source - Delete: Allows you to hide (not delete) funding source records from views using filters.
Funding Source - Update: Allows you to update funding source records.
Inventory - Create/Update: Allows you to create and update inventory records. Must be assigned in conjunction with the Inventory - View permission.
Inventory - Delete: Allows you to hide (not delete) inventory records from views using filters. Must be assigned in conjunction with the Inventory - View permission.
Inventory - Import: Allows you to import inventory records through a view link on the List - Inventory and List - Inventory - Agency views. Requires the Board Data Manager plug-in.
Inventory - View: Allows you to view inventory information on the board (including the inventory tab and the deploy from inventory table on the deployment input view). Must be assigned for you to be able to create and update finance records.
Inventory Maintenance - Create: Allows you to create inventory maintenance records. Must be assigned in conjunction with the Inventory Maintenance - View permission.
Inventory Maintenance - Delete: Allows you to hide (not delete) inventory maintenance records using filters. Must be assigned in conjunction with the Inventory Maintenance - View permission.
Inventory Maintenance - Update Agency: Allows you to update inventory maintenance records if you share the same agency or position as the user who created the inventory record. Must be assigned in conjunction with the Inventory Maintenance - View permission.
Inventory Maintenance - Update All: Allows you to update inventory maintenance records regardless of who created the inventory record. Must be assigned in conjunction with the Inventory Maintenance - View permission.
Inventory Maintenance - Update Position: Allows you to update inventory maintenance records if you share the same position as the user who created the inventory record. Must be assigned in conjunction with the Inventory Maintenance - View permission.
Inventory Maintenance - View: Allows you to view inventory maintenance information within inventory records. Must be assigned for you to be able to create and update inventory maintenance records.
Open Assignment: Allows you to assign request records to all WebEOC Nexus positions. Must be assigned in conjunction with the Requests - Create/Update board permission.

Should not be assigned in conjunction with the Permissioned Assignment permission. If this occurs, the Open Assignment permission will take precedence and the Permissioned Assignment will be ignored. If neither Open Assignment or Permissioned Request are assigned, you will not be able to assign records and the assigned_to value on new records will default to Pending Assignment.

Permissioned Assignment: Allows you to only assign request records to those WebEOC Nexus positions that you have access to under the RID Agency process permission. Must be assigned in conjunction with the Requests - Create/Update permission.

Should not be assigned in conjunction with the Open Assignment permission. If this occurs, the Open Assignment permission will take precedence and the Permissioned Assignment will be ignored. If neither Open Assignment or Permissioned Request are assigned, you will not be able to assign records and the assigned_to value on new records will default to Pending Assignment.

Requests - Create: Allows you to create request records. Must be assigned in conjunction with the Requests - View permission.
Requests - Delete: Allows you to hide (not delete) request records from views using filters. Must be assigned in conjunction with the Requests - View permission.
Requests - Update Agency: Allows you to update request records if you share the same agency or position as the user who created the request record. Must be assigned in conjunction with the Requests - View permission.
Requests - Update All: Allows you to update request record regardless of who created the request record. Must be assigned in conjunction with the Requests - View permission.
Requests - Update Position: Allows you to update request records if you share the same position as the user who created the request record. Must be assigned in conjunction with the Requests - View permission.
Requests - View: Allows you to view request information on the board. Must be assigned to be able to create and update request records.
Show Agency Fields: Allows you to shows/hide the agency column on the list views and details views.