Setting up Boards

Setting up Boards

Purpose

  1. To explain how to set up boards in the Scheduling  module. 
  2.  Boards are similar to saved views. They allow you to quickly view a select set of assignments. 

Video



Directions

1. Click on Scheduling > Setup.






2. Click on Boards.


Click on Boards.



3. Click on Add Board.


Click on Add Board.



4. Type the name of the board. 


Type the name of the board.



5. Associate apparatus by clicking on them from the drop down menu. 


Associate apparatus by clicking on them from the drop down menu.



6. Click on Save.


Click on Save.



7. On the Boards List, you can Default a board by clicking the Star, edit by clicking the pencil, and delete by clicking the trashcan. 
  1. The Default Board will load whenever you access the Shift Board. 




    • Related Articles

    • Shift Board Settings

      Purpose To explain the Shift Board settings in the Scheduling Module. Video Directions 1. Click on Scheduling > Setup. 2. The first thing you will see is the ability to adjust the Display Settings. The three Fixed Views cannot be adjusted: Monthly, 7 ...
    • Scheduling > Setup > Job Board Settings

      Purpose Statement Configure and manage the Job Board feature that allows personnel to view and apply for available shift vacancies and assignments within the Fire/EMS scheduling system Background Information The Job Board provides a centralized ...
    • Call Shift Settings Overview

      Call Shift Settings Overview Purpose Statement The Call Shift Settings feature allows administrators to configure and customize how call shifts are managed within the scheduling module. This centralized configuration ensures consistent call shift ...
    • EMS Setup - Default Time Setup

      Purpose Statement The purpose of this article is to explain how to configure the Default Time Setup within the EMS Setup section of the Incident Documentation module. This setting allows agencies to streamline documentation by pre-selecting which ...
    • Scheduling > Shift Board> Shift Board Overview: Single Day

      Purpose Statement Provide users with a clear understanding of the Single Day View on the Shift Board. This feature allows users to see all staffing, activities, events, and unassigned shifts for a specific day, enabling better awareness of ...