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)
Important Note:
Permissions may vary by agency. Contact your system administrator if access is limited
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.