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Plan and Create a Board

Planning a Board

Before building a status board in WebEOC, you may want to sketch a design of the layout on paper or a whiteboard. When sketching, you may also want to consider the following before creating or modifying a board:

  • What’s the purpose of the board?

  • What should be the name of the board?

  • What type of board (standard, tasking, resource tracking, and so forth) am I creating?

  • What information will be recorded on the board?

  • What fields will be needed to capture data? What should I name and label the fields? What types of fields will I need (system, text, drop-downs, and so forth)? Are any of the fields required to be completed before posting a record to its status board? If so, which ones?

  • If a list is necessary, does it currently exist? If not, the list must be built.

  • Is a header row or a footer row required?

  • Is the board “add-only,” or will users be allowed to make updates?

  • What options will be applicable to this board?

  • Will user editing and/or viewing privileges be restricted?

  • Will filters be helpful with viewing restrictions?

  • Will information posted to this board be data-linked to other boards? If so, which fields will be linked and to which boards and fields will this data be linked?

After requirements for the board have been identified, you should be ready to begin building the board.

To create a board
  1. In the Admin window, go to ProcessBoards. The Boards page opens.

    Boards_List.png

  2. Click Create Board. The Board: Create Board page opens.

    Boards_Manager_Board_Add.png

  3. For Board Name, enter a name for the board. This is a required field.

  4. Click Save. The Board: Edit Board page opens.

    Boards_Manager_Edit_Board.png

  5. In the Edit section, click Board Editor.
    Boards_Manager_Board_Editor_and_Edit_Data_Links_Buttons.png

  6. To create an input view, go to the Input Views section and click Create Input View. See Create and Edit Input Views.

  7. To create a display view, go to the Display Views section and click Create Display View. See Create and Edit Display Views.

  8. In the Settings section, select the settings for the view. See Select Input View Settings and/or Select Display View Settings for detailed procedures.

  9. Click Save.

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