Set Up the Situation Report Board Standard Icon

To set up the Situation Report board set

  1. Import the Situation Report Published and Working boards.

    When you import these boards, import them in the order specified below and name them as indicated in the Board Name column.

    File import order
    Order of Import File Name Board Name
    1 Signed Situation Report (Published)[Version].web Situation Report (Published)
    2 Signed Situation Report (Working)[Version].web Situation Report (Working)

  2. Assign the boards to a feature group.

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

    Situation Report types
    Board Description
    Situation Report 2.x (Published) Used to store read-only copies of completed situation reports that cannot be modified.
    Situation Report 2.x (Working) Used to work on the current situation report. When completed, you can publish the current report to the Published board.

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

    Situation Report 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 the appropriate Published or Working view:

    • Published - List: Shows the published situation report records.

    • Working - List: Shows the working situation report sections assigned to the current position.
    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.

    Select the appropriate Published or Working filter:

    • Agency: (Published) Restricts records to those created by your current Agency group. This filter uses the “Agency” process permission.

    • Agency: (Working) Allows the creation of multiple situation reports by multiple agencies within your organization. This is accomplished by restricting records to those created by your current Agency group. This filter uses the “Agency” process permission.
    Board Permissions Tags Identifies what actions users are able to perform on the board.

    Select the appropriate Published or Working permission:

    • Delete: (Published) Allows user to remove published situation report records from the list view.

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

    • Controller: (Working) Allows the user to:

      • Create a new situation report template for an incident

      • Edit situation report cover sheet

      • Create and assign situation report contributors

      • Hide/show existing contributor records

      • Reorder existing contributor records

      • Remove contributor records

      • Update existing contributor records

      • Approve contributor records for the published situation report

      • Lock working situation report in order to prevent editing of entries during the review process

      • Publish situation reports

        If the Working board is assigned without the Controller permission, the position will need to be assigned as a contributor within the board.

  4. Click Save.