Home > WebEOC > Admin Guide > Groups > Plan and Create a Group

Plan and Create a Group

Plan a Group

Before creating a new group, determine the group’s information and permission requirements. To help you make these determinations, answer the following questions:

  • Is there an existing group or set of groups with the proper permissions that would meet the needs of the users? Does a new group need to be created?

  • Which positions will be assigned to the group?

  • Which incidents will the group need access to?

  • Are process permissions to be assigned to the group?

  • Which boards, maps, links, menus, and plugins will the group need to access? These items will appear on the users’ control panel.

  • For each component to which the group is granted access, what privileges will they require?

Create a New Group

The Create Groups page allows you to create a group and add positions, incidents, boards, plugins, links, menus, dashboards, and maps to the group. The group name is the only required field/option.

Groups_Create_A_Group.png

You can save the group at any point during the group setup process.

Note the following about this process:

  • To remove any item you selected from the group, click it in the list, and then click the Remove button.

  • To select all items in a list, select the check box next to the Name column heading.

    Selection_Checkbox.png

  • The Input and Display drop-down lists contain the views configured in the Boards Manager. Changes made in the Boards Manager automatically appear in the Groups Manager.

  • The Input and Display drop-down lists contain only those views that were marked as "assignable" in the Boards Manager.

  • The links, menus, dashboards, plugins, and maps that are available for selection were created using the Links Manager, the Menus Manager, the Dashboards Manager, the Plugins Manager, and the Mapping Manager.

  • Certain fields that appear in this workflow have default values that were set up elsewhere in the application. For example, the Label field's default value for a board was the board's name set up in the Boards Manager; the Label field's default value for a link was originally set up in the Links Manager; and so forth. You can change these values.

  • Boards can be configured to allow access based on board permission tags. These tags are created in the board views and appear in the Board Permission Tags tab when you add a board. Typical board permission tags are edit and delete permissions, though these can also be used to control access to any component in the view.

To create a group
  1. In the Admin window, go to Users: Groups. The Groups page opens.

    Groups_Manager_Groups_List.png

  2. Click Create Group.

  3. Enter a name for the group.

  4. In the Comments field, enter a description or additional information about this group.

    Note: It is important to note whether there are any system dependencies on the naming or existence of the group.

  5. If process permissions will be used, select the Organizational Group check box.

  6. Assign positions to the group:

    • In the Settings section, if it is not already selected, click the Positions tab, and then click Add Position.
      Groups_Create_A_Group_Add_Position.png

    • In the Add Position window, assign one or more positions to the group by selecting the positions in the list.
      Groups_Add_Position_Window.png

    • Click Add.

  7. If applicable, assign one or more incidents to the group:

    • In the Settings section, click the Incidents tab, and then click Add Incident.

    • Select one or more incidents from the list.

    • Click Add.

  8. Assign boards to appear in the control panel for the group:

    • In the Settings section, click the Boards tab, and then click Add Board. The Add Board window opens.
      WebEOC_addboard.png

    • From the Board drop-down list, select the board.

    • To change the Label to an alias to be displayed on the control panel, delete the text and enter a new name for the board.

    • If applicable, for Input, select the applicable input view. Most often, input views are assigned using board permissions and the board’s input view is left as None.

    • From the Display drop-down list, select the display view.

      Note: If the board contains filters and board permission tags, filters and tags appear under tabs in the Add Board window.

    • Click the View Filters tab.

    • Select the filter or filters.

      Tip: If you select multiple filters, only those entries meeting all of the criteria selected appear in the view.

    • Click the Board Permission Tags tab.

    • Select a check box for every appropriate permission tag.

    • Click Save.

    • Repeat these steps for each board you want users in this group to be able to access.

  9. Add plugins to the control panel for the group:

    • In the Settings section, click the Plugins tab, and then click Add Plugin.

    • For Plugin, select the applicable plugins.

    • To change the Label to an alias to be displayed on the control panel, delete the text, and enter a new name for the plugin.

      Tip: The Label field's default value is the plugin's name.

    • If applicable, assign Permissions.

      Tip: Permissions do not apply to all plugins.

    • Click Save.

  10. Add links to appear in the control panel for the group:

    • In the Settings section, click the Links tab, and then click Add Link.

    • From the Link drop-down list, select the applicable links.

    • To change the Label to an alias to be displayed on the control panel, delete the text and enter a new name for the link.

    • Click Save.

  11. Add menus to appear in the control panel for the group:

    • In the Settings section, click the Menus tab, and then click Add Menu.

    • From the Menu drop-down list, select the applicable menus.

    • To change the Label to an alias to be displayed on the control panel, delete the text and enter a new name for the menu.

    • Click Save.

  12. Add dashboards to appear in the control panel for the group:

    • In the Settings section, click the Dashboards tab, and then click Add Dashboard.

    • From the Dashboard drop-down list, select the applicable dashboard.

    • To change the Label to an alias to be displayed on the control panel, delete the text and enter a new name for the dashboard.

    • Click Save.

  13. Add maps to appear in the control panel for the group:

    • In the Settings section, click the Maps tab, and then click Add Map.

    • From the Map drop-down list, select the applicable map.

    • To change the Label to an alias to be displayed on the control panel, delete the text and enter a new name for the map.

    • If you use the Maps Add-on, from the Annotations Permissions list, select the appropriate permissions level for the group.

    • For Board Permission Tags, select the permissions that should be afforded to the group when they access this map.

    • Click Save.

  14. Click Save.

To update the control panel menu, a user must use the Ctrl+R keyboard keys, the browser reload option, or log out and then log back in to WebEOC.

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