Set Up the Situation Report with Community Lifelines Board

To set up the Situation Report with Community Lifelines Board

1. Import the Situation Report with Community Lifelines (Published) and Situation Report with Community Lifelines (Working) boards.

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

   Import order

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

   Board types

   Board	Description
   Situation Report with Community Lifelines (Published) 1.0 and later	Used to store read-only copies of completed situation reports that cannot be modified.
   Situation Report with Community Lifelines (Working) 1.0 and later	Used to work on the current situation report. You can choose to include lifelines data in the report. When completed, you can publish the current report to the published board. Also used to update and display current lifelines data.

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

   Situation Report with Community Lifelines 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 view for the Situation Report with Community Lifelines (Published) board: Published - List: Shows the published situation report records. Select the appropriate views for the Situation Report with Community Lifelines (Working) board: Lifelines – Communications: Shows the current status of the Communications lifeline component and allows navigation to specific lifeline details. Lifelines - Dashboard: Shows the current status of all lifelines and components and allows navigation to specific lifeline details. Lifelines – Energy: Shows the current status of the Energy lifeline component and allows navigation to specific lifeline details. Lifelines – Food Hydration Shelter: Shows the current status of the Food Hydration Shelter lifeline component and allows navigation to specific lifeline details. Lifelines – Hazardous Material: Shows the current status of the Hazardous Material lifeline component and allows navigation to specific lifeline details. Lifelines – Health and Medical: Shows the current status of the Health and Medical lifeline component and allows navigation to specific lifeline details. Lifelines – Safety and Security: Shows the current status of the Safety and Security lifeline component and allows navigation to specific lifeline details. Lifelines – Transportation: Shows the current status of the Transportation lifeline component and allows navigation to specific lifeline details. Lifelines – Water Systems: Shows the current status of the Water Systems lifeline component and allows navigation to specific lifeline details. 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 filter for the Situation Report with Community Lifelines (Published) board: Agency: Restricts records to those created by your current agency group. This filter uses the Agency process permission. Select the appropriate filter for the Situation Report with Community Lifelines (Working) board: Agency: Allows the creation of multiple situation reports and/or multiple sets of lifelines 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 the actions users are able to perform on the board.	Select the appropriate board permission tag for the Situation Report with Community Lifelines (Published) board: Delete: Allows the user to remove published situation report records from the List view. Records are not deleted. They are hidden from views using filters. Select the appropriate board permission tags for the Situation Report with Community Lifelines (Working) board: Controller: Allows the user to: Create a new situation report template for an incident. Edit the 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 reports in order to prevent editing of entries during the review process. Publish situation reports. Edit all lifelines and components. Set up lifeline status labels and definitions. Customize lifeline component form instructions. Choose which lifeline components to include. If the Situation Report with Community Lifelines (Working) board is assigned to a feature group without the Controller permission, then, for a position to view or edit data on the board, that position must be assigned to a section of the working situation report as a contributor. The Controller permission adds contributors on the SitRep Builder by clicking Add Contributors. Update Lifeline - Communications: Allows the user to update the Communications Lifeline and/or all Communications components. Update Lifeline - Food Hydration and Shelter: Allows the user to update the Food Hydration and Shelter Lifeline and/or all Food Hydration and Shelter components. Update Lifeline - Hazardous Materials: Allows the user to update the Hazardous Materials Lifeline and/or all Hazardous Materials components. Update Lifeline - Health and Medical: Allows the user to update the Health and Medical Lifeline and/or all Health and Medical components. Update Lifeline - Power and Energy: Allows the user to update the Energy Lifeline and/or all Energy components. Update Lifeline - Safety and Security: Allows the user to update the Safety and Security Lifeline and/or all Safety and Security components. Update Lifeline - Transportation: Allows the user to update the Transportation Lifeline and/or all Transportation components. Update Lifeline - Water Systems: Allows the user to update the Water Systems Lifeline and/or all Water Systems components. If a Lifelines view is assigned without any of the Update Lifeline permissions, then, in order for a position to edit a lifeline's or a component's data, that position must be assigned to that lifeline or component. A user with the Controller permission assigns positions to lifelines and components when building the SitRep by clicking Edit for the component or lifeline, and selecting an option from Assigned Positions.

4. Click Save.

   To include lifelines data when creating a situation report, from the SitRep Builder, click Edit, and then select the Include Lifelines in Situation Report checkbox.