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Admin Manual – Security Operations Board

The Security Operations Board helps admins track and manage all incidents from start to finish. Every card represents an active report and moves automatically across columns as its status changes.

By Adriaan Bouwer•

1. Overview

Found in the sidebar under “Security Operations Board.”

The board is divided into four color-coded columns:

  • Urgent (Red) – Critical or panic alerts that need immediate attention.

  • Active (Yellow) – Incidents currently being handled by guards.

  • Review (Blue) – Incidents awaiting admin verification or notes.

  • Resolved / Published (Green) – Completed incidents that have been verified or shared with clients.

2. What You’re Seeing

Each column holds incident cards that show:

  • Title, Type, and Severity (Low / Medium / High / Critical)

  • Time reported and status

  • Quick actions like Emergency Details (for panic alerts)

Use the top-right tools to:

  • Search by title or keyword.

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

3. Daily Use – Step by Step

A. Open the Board

From the sidebar, select Security Operations Board to see all active incidents.

B. Set Your View

Choose your filters:

  • All Severities and Last 30 Days for a complete view.

  • Narrow it down if you’re focusing on a specific site or day.

C. Scan Columns Left to Right

Start with Urgent → move through Active, Review, and Resolved / Published.

  • Urgent: Respond first. These are critical or panic alerts.

  • Active: Incidents currently being handled.

  • Review: Check and finalize details from guards.

  • Resolved / Published: Closed or shared with clients.

4. Managing Incidents

A. Open a Card

Click any card to open Incident Details. From here you can:

  • Edit – Update details like type, severity, or location.

  • Assign Guard – Link the nearest guard to the incident.

  • Mark Resolved – Close the report when complete.

  • Escalate – Move to Urgent if the situation worsens.

  • Publish – Make the incident visible in the Client Portal.

  • All Emergency Details – View device status, GPS accuracy, and trigger timeline (panic alerts only).

    5. Moving Incidents Through Stages

    Actions automatically shift incidents between columns:

    • Escalate → Urgent

    • Keep Working → Active

    • Send to Review → Review

    • Mark Resolved / Publish → Resolved / Published

      6. Typical Workflow Example

      1. Panic Alert lands in Urgent.

      2. Admin opens Emergency Details → checks guard’s device battery and GPS accuracy.

      3. Admin uses Map or Navigate to Location to dispatch nearest guard.

      4. Once contained, incident is moved to Review for verification.

      5. Add final notes and click Mark Resolved.

      6. Click Publish if the client must be informed — card appears under Resolved / Published.

        Tip: Keep the Security Operations Board open during shifts to monitor real-time activity. It gives the clearest view of what’s happening, what’s pending, and what needs escalation.