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Edit Board Overview

To learn about using the HTML editors to create a board, read about the Include feature, plugins, board editor tools, including board and data import and export, and HTML options. If you use WebEOC Enterprise or WebEOC Professional and have a Data Manager license, pay special attention to the Data Manager section in this article.

Include

The Include section provides a list of plugins or interfaces installed on the WebEOC server that can be integrated into a status board by incorporating specialized fields into the design of the board. Refer to plugin or interface documentation for detailed instructions on implementing this specialized functionality.

Plugins

The Plugins section provides a list of WebEOC plugins that allow you to build boards that integrate with the plugin fields and data. Refer to plugin documentation for detailed instructions on implementing this specialized functionality.

Tools

Board Editor

The Board Editor provides all the tools needed for creating and editing input and display views and adding enhanced functionality to a status board. The editor also allows you to directly edit the HTML for a board and make changes to board tables when needed.

Edit Data Links

Data can be pushed from one status board to other boards by establishing data links and properly mapping the boards' fields. One-way and two-way data linking can be established. This will only be enabled from the Edit Board window when a single input view exists.

Import and Export Boards

You can import new boards or export board files for sharing using the Import/Export Board features.

Notes: The system supports importing and exporting data links that are internal to the board as well as those that are external to other boards. Both the system export and import of a board must be done on WebEOC 7.7 or later. Advanced filtering using groups is only supported when boards are published over WebEOC Fusion and both the publisher and the subscribers are on WebEOC 7.7 or later.

WebEOC 8.0 uses a new CSS when creating new board views. This CSS is only supported for boards published over WebEOC Fusion when both the publisher and the subscribers are on WebEOC 8.0 or later.

Import and Export Data

You can import and export board data using the Import/Export Data functions.

Note: More advanced board data import and export functions are available if you are a WebEOC Enterprise (7.7 or later) administrator or are using WebEOC Professional (7.7 or later) and have a license for the Data Manager add-on.

Individual Board Assignment Report

The Individual Board Assignment Report contains data for a specific board. You can view the report in PDF format, or export it in CVS (comma-separated value) format. You can also save or print the PDF file.

Note that only users with access to the Boards Manager can access this report. 

Manage Resources

Use the Manage Resources feature to upload files that can be referenced within status boards; those files are exported and imported with the board.

For example, if you have a logo or custom function in your board, those files can be stored here. When you export a board to share it, the logo and custom function are exported with the board file.

Data Manager

For WebEOC Enterprise clients, advanced Data Manager functions are fully integrated with WebEOC and available in version 7.7 or later. These enhanced features replace previous versions of data management functions, such as importing and exporting board data.

These advanced Data Manager functions are also available to WebEOC Professional clients as an add-on.

All other WebEOC clients continue to have access to the administrator data import and export features that existed prior to version 7.7.

This section provides an overview of the Data Manager functions that are available with WebEOC 7.7. For more information and detailed instructions on using these advanced features, refer to the Board Data Manager Administration quick reference guide.

Parent and Child Data

Data Manager allows you to import and export both parent and child data. These processes recognize and retain the relationships between parent and child data in different tables.

Import

An import template is available for each board from its Import/Export Board Data page. If a board has more than one table, the template contains a worksheet for each.

Note: You can import data from a comma-separated value (extension .csv) or Microsoft Excel® (extension .xlsx) spreadsheet.

During the import process, the system attempts to match fields in the import file with fields in the associated board table. The Import Map page allows you to see how the system mapped the fields. You can accept this mapping or change it. You can also map fields that were not automatically mapped.

The Import Map page shows sample records from the import file. It provides enough data to ascertain how fields are mapped so that you can make any appropriate changes.

The Import Map page also includes the following options:

Option

Description

Table Name

Select the table you want to map the input fields to. For boards with only one table, you do not need to make a selection.

Unique Fields

Select the field by which you want to match records in the import file with those that exist in your system. If you select an option, the import process attempts to match a record in the import file with a record in your system.

 

Important: If a match exists, the system overwrites the existing data with the data from the import file.

 

If a match does not exist, the data is added as a new record. This allows you to use a single import file to both add and update records.

Automatically Create Missing List Items

Select this check box when you know that some drop-down fields (columns) contain values that are not already defined in your system lists. When selected, the system automatically adds these values to the field's list of valid values. If you do not select this check box, any new values are not retained once the record is saved.

The Import Preview page shows all records in the import file. This page also indicates when a field or record is not valid. For example, if alphabetic characters appear in a field that is restricted to numbers, a warning icon appears in both the tab header and record row.

You can cancel the process, correct the issue, and retry the import, or you can simply proceed. Records containing invalid data are not imported.

Export

When you export a board's data, the export file contains a worksheet for each table in the board.

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