Permission Statement

This article provides an overview of the Hydrant Service Checklist Board, including how to navigate, filter, and customize views. This feature allows users to efficiently manage and organize hydrant service checklists, improving visibility and operational workflow.

Background Information  

The Hydrant Service Checklist Board is a centralized location where users can view, filter, and manage all hydrant service checklists. It supports customizable views, enabling departments to tailor how data is displayed based on operational needs.

This is especially useful for:

• Tracking hydrant inspections and service activity

• Organizing checklists by type or status

• Creating personalized or shared views for teams

Required Permissions

Users will need the following permissions:

• Hydrant Module Access

• Service Checklist Access (view and manage)

• View Configuration Permissions (to create/edit custom views)

Video

Step-by-Step Guide

1. Navigate to Hydrant Service Checklists

• Click the First Due logo in the upper left corner

• Open the Module Stack

• Select Hydrants

• Click Hydrant Service Checklist

2. Access the Checklist Board

• View the Hydrant Service Checklist Board displaying all checklists

3. Use and Manage Views

• Click the View Selector in the upper left corner

• Choose from:

  • Favorite Views

  • Predefined Views

  • Custom Views

4. Create a Custom View

• Click the three dots (ellipsis)

• Select Add View

• Configure the following:

  • View Name

  • Filter Criteria

  • Checklist filters (e.g., checklist name, hydrant type)

  • Sharing settings (user access and edit permissions)

  • Default pagination

  • Columns to display

• Click Save

5. Manage Existing Checklists

• Use action icons to:

  • Toggle Status to Activate/Deactivate view

  • Edit a Checklist

  • Clone a Checklist

  • Delete a Checklist

6. Apply Filters

• Use the Filter Panel to refine results by:

  • Checklist Name

  • Hydrant Type

• Click Apply Filters

7. Create a New Service Checklist

• Click Add New Service Checklist in the upper right corner

• Refer to the dedicated article for full instructions: Hydrants: Creating a Hydrant Checklist

Best Practices

• Create custom views for different teams (e.g., inspections, maintenance)

• Use consistent naming conventions for views

• Share views to standardize workflows across users

• Limit columns to essential information for clarity

• Periodically review and remove unused views

Troubleshooting & FAQs

Q: I cannot create or edit a view.
A: Ensure you have the correct permissions for view configuration.

Q: My filters are not working as expected.
A: Verify filter criteria and confirm you selected Apply Filters.

Q: Can I share views with other users?
A: Yes, configure sharing settings during view creation.

Q: Where can I learn how to create a service checklist?
A: See the related Knowledge Base article on creating service checklists.