Purpose Statement

1. This article reviews how to create customized board configurations that serve as saved filters for the Shift Board, allowing administrators to quickly display specific apparatus assignments without repeated manual filtering

Background Information

1. Boards function as quick-access saved filters that allow users to rapidly filter the Shift Board to display specific apparatus assignments 
2. These custom filters eliminate the need for manual filtering each time users access shift scheduling information 
3. Default board configuration ensures a consistent user experience by automatically loading preferred view settings 
4. Board management capabilities include creation, editing, deletion, and default designation for comprehensive administrative control 
5. Essential tool for departments with multiple apparatus types or operational divisions requiring focused shift visibility
    

Required Permissions

1. Access Scheduling
2. Access Shift Board

Video

Step-by-Step Guide
 

Creating a New Board 

1. Navigate to Scheduling Setup from the main menu

   
   
    

• Click on Boards to access board management interface
   

 

1. Click Add Board to begin creating new filter configuration
    

 

1. Enter descriptive name for the board in the name field (use clear, identifiable naming convention) 
2. Select apparatus to associate with this board by clicking on desired options from the dropdown menu 
3. Click Save to create and store the new board configuration
    

Managing Existing Boards

1. Access the Boards List to view all created board configurations 
2. Set default board by clicking the Star icon next to desired board (this board will automatically load when accessing Shift Board) 
3. Edit existing board settings by clicking the Pencil icon to modify name or apparatus associations 
4. Remove unwanted boards by clicking the Trashcan icon to permanently delete configuration 
    

Best Practices

1. Use clear, descriptive naming conventions that identify the apparatus or operational focus (e.g., "Engine Companies," "Rescue Units," "Battalion Chief Assignments") 
2. Create boards based on common operational groupings or shift management needs 
3. Designate the most frequently accessed board configuration as the default to improve workflow efficiency 
4. Regularly review and update board configurations to reflect changes in apparatus assignments or operational structure 
5. Consider creating boards for special operations or administrative oversight needs 
6. Test board functionality after creation to ensure proper apparatus filtering and display 
7. Coordinate board naming conventions across all administrative users for consistency
    

Troubleshooting & FAQs

• Q: Can I associate the same apparatus with multiple boards? 

• Q: What happens if I don't set a default board? 
      A: The Shift Board will display all apparatus assignments without filtering until a default board is designated.

• Q: Can I modify apparatus associations after creating a board?