Admin Manual – Using the Security Operations Board

1. Overview

Located in the sidebar under "Security Operations Board."

The board is organized into four color-coded columns:

  • Urgent (Red): Critical incidents or panic alerts requiring immediate action.
  • Active (Yellow): Incidents currently being addressed by guards.
  • Review (Blue): Incidents pending admin verification or additional notes.
  • Resolved / Published (Green): Finalized incidents that have been verified or shared with clients.

Security Operations Board with four columns: Urgent, Active, Review, and Resolved/Published showing incident cards

2. What You're Seeing

Each column contains incident cards displaying:

  • Title, Type, and Severity (Low / Medium / High / Critical)
  • Time reported and status
  • Quick actions like Emergency Details (for panic alerts)

The top-right tools allow you to:

  • Search by title or keyword.
  • Filter by Severity or Time Range (24 hours, 7 days, 30 days, or All Time).

Board with search bar, severity filter, and time range dropdown open showing All Time through Last 30 Days options

3. Daily Use – Step by Step

A. Open the Board

In the sidebar, select Security Operations Board to view all current incidents.

B. Set Your View

Apply your preferred filters:

  • All Severities and Last 30 Days for a comprehensive overview.
  • Narrow the scope when concentrating on a particular site or day.

C. Scan Columns Left to Right

Begin with Urgent → proceed through Active, Review, and Resolved / Published.

  • Urgent: Address these first. These are critical incidents or panic alerts.
  • Active: Incidents that guards are currently handling.
  • Review: Verify and finalize the details submitted by guards.
  • Resolved / Published: Closed cases or those shared with clients.

Board columns with Active column highlighted showing a new incident card alongside Urgent and Review columns

4. Managing Incidents

A. Open a Card

Select any card to open Incident Details. From this panel you can:

  • Edit: Modify details such as type, severity, or location.
  • Assign Guard: Connect the closest available guard to the incident.
  • Mark Resolved: Close the report once it is complete.
  • Escalate: Move the case to Urgent if conditions deteriorate.
  • Publish: Make the incident accessible in the Client Portal.
  • All Emergency Details: Review device status, GPS accuracy, and trigger timeline (panic alerts only).

Incident Details panel open over board showing description, location, action buttons, and guard assignment section

5. Moving Incidents Through Stages

Actions automatically transition incidents between columns:

  • Escalate → Urgent
  • Keep Working → Active
  • Send to Review → Review
  • Mark Resolved / Publish → Resolved / Published

Board with arrows showing incident flow direction from Urgent through Active and Review to Resolved/Published

6. Typical Workflow Example

  • Panic Alert arrives in Urgent. Admin opens Emergency Details → checks the guard's device battery and GPS accuracy.
  • Admin uses Map or Navigate to Location to dispatch the nearest guard.
  • Once the situation is contained, the incident is moved to Review for verification.
  • Final notes are added and the admin clicks Mark Resolved.
  • If the client needs to be informed, clicking Publish moves the card to Resolved / Published.

Resolved/Published column showing completed incident cards with resolved status and Emergency Details buttons

Tip: Leave the Security Operations Board open during shifts to track real-time activity. It offers the most complete picture of ongoing events, pending items, and anything requiring escalation.