Utilities Boards

Industry boards require a license key to import. Once they are imported, they cannot be exported. Contact your Client Success Manager (CSM) for more information.

The Utilities Board Set addresses specific use cases in conjunction with the standard board set.

To set up the boards

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 the following information:

Fields, descriptions, valid values when adding board to group

Field	Description	Valid Values
Default Label	The name for the board as you want it to appear on the Boards menu.	Any combination of up to 200 alphanumeric characters, excluding special characters.
Input	The view that allows you to add records to the board. Assign input views through board permissions; set this field to None.	Select None.
Display	The view that displays when a board is opened.	Select one assignable display view as defined below.
Device Type	The type of device the board is intended for display on.	Select one of the following options: Desktop Mobile Desktop and Mobile
View Filters	The filters that determine what data is visible on the board. Unlike the filter/search feature that you can add to a board to help you find data, the view filters limit the visibility of data.	If applicable, select a filter according to the board specifications.
Board Permissions Tags	The actions that feature group members can perform on the board.	Select one or more permissions according to the board specifications.

3. Click Save.

Board Specifications

Utilities boards descriptions

Board	Assignable Display Views	View Filters	Permission Tags
Infrastructure Status	List - Displays facility records and allows you to navigate to other views via assigned board permissions. List - Generation - Displays all generation site records. List - Substations - Displays all substation records. List - Lines - Displays all line records. Dashboard - Summarizes facility data, status, and records in a Dashboard view. Dashboard - Generation - Summarizes generation site data, status, and records in a Dashboard view. Dashboard - Substations - Summarizes substation data, status, and records in a Dashboard view. Dashboard - Lines - Summarizes line data, status, and records in a Dashboard view. Dashboard - Infrastructure - Summarizes facility, generation, substation, and line data, status, and records in a Dashboard view	NA	Allows users to: Create Facility - Create facility records Create Generation Site - Create generation site records Create Substation - Create substation records Create Lines - Create line records Create Transformer - Create transformer records Delete Facility - Delete facility records Delete Generation Site - Delete generation site records Delete Substation - Delete substation records Delete Lines - Delete line records Delete Transformer - Delete transformer records Update Facility - Update facility records Update Generation Site - Update generation site records Update Substation - Update substation records Update Lines - Update line records Update Transformer - Update transformer records Facilities - View facility records Generation Sites - View generation site records Substations - View substation records Lines - View line records Dashboard - View a summary dashboard of all views Facilities Dashboard - View the Facility Dashboard Generation Sites Dashboard - View the Generation Site Dashboard Substation Dashboard - View the Substation Dashboard Lines Dashboard - View the Lines Dashboard
Planning Management	List - Displays all plan records. Dashboard - Summarizes plan data, status, and records.	NA	Allows users to: Management - View plan records Dashboard - View the Plan Dashboard Create - Create plan records Delete - Delete plan records Update - Update plan records
Public Safety Outage	List - Displays all public safety outage records. Dashboard - summarizes public safety outage data, status, and records in a Dashboard view.	NA	Allows users to: Management - View public safety outage records Dashboard - View the Public Safety Outage Dashboard Create - Create public safety outage records Delete - Delete public safety outage records Update - Update public safety outage records
Support Services	List - Displays all contractor records. List - Mutual Aid - Displays all mutual aid records. List - Logistics - Displays all logistics records. Dashboard - Summarizes support services data, status, and records in a Dashboard view.		Allows users to: Create Contractor - Create contractor records Create Finance - Create finance records Create Lodging - Create lodging records Create Mutual Aid - Create mutual aid records Create Supplies - Create supply records Create Travel - Create travel records Delete Contractor - Delete contractor records Delete Finance - Delete finance records Delete Lodging - Delete lodging records Delete Mutual Aid - Delete mutual aid records Delete Supplies - Delete supply records Delete Travel - Delete travel records Delete Contractor - Delete contractor records Update Contractor - Update contractor records Update Finance - Update finance records Update Lodging - Update lodging records Update Logistics - Update logistics records Update Mutual Aid - Update mutual aid records Update Supplies - Update supply records Update Travel - Update travel records Contractors - View contractor records Mutual Aid - View mutual Aid records Logistics - View logistics records Dashboard - View the Support Services Dashboard