Position Manager v.4.6.2023

Collaboration Tools

April 6, 2023

Positions Manager is a tool within COBRA’s Collaboration Suite which allows for users to look at the current users filling positions and includes the user’s status and a description of the position. It can be sorted by the Current Operational Period or be Sorted by Available Operational Periods making it convenient to look up personnel and their positions and as a general tool to help increase the situational awareness of an Incident.

Navigation

1. Click on
2. Scroll down to and click on 

Choosing an Operational Period

1. Click on the  button.

Or

1. Click on the Field Just below the  
2. Choose a shift from the drop-down field

Adding New Positions 

1. Click on the  Button
2. Fill in the Position Name Field
3. Fill in the Position Description Field if desired
4. Click Save Position

Editing Positions

1. Click on the Edit Position Button  on any existing position.
2. Change Details by editing the Position name and or Position Description
3. Click Save Position

Assigning User Positions

1. Click on the Assign User Position Button on desired Position
2. Search for an existing User by

1. 1. Search Users Field
   2. Username Field
   3. Name Field
   4. Organization Field
   5. Phone Number Field
   6. E-mail Address Field

3. Click  Button
4. Click  Button

Setting Position Status

1. Click on the Set Position Status Button
2. Enter Position Status
3. Choose Status Color
4. Save Status

1. Clear a Position Status by Clicking the Appropriate Field

Add New Position

1. Click on the  Button to bring up the Position Details pop up. 
2. Fill in the Position Details then click on the Save Position button to add the newly created position to the Position Manager list.  This newly created position will only be made available for the incident it was created in.

Deleting a Position

• Click on the Delete Position Button
• Click the OK Button on the “Are you sure you want to delete” prompt

Copy Org Chart

1. Click on the  Button
2. User may choose to Copy to the Org Chart to an Existing Ops Period or Copy to a New Ops Period
3. Choose an Operational Period to Copy the Chart to
4. User will decide to Copy Users or Copy Status using select boxes
5. If a New Operational Chart needs to exist, fill in the fields present upon clicking on the “Copy to New” button.

 

Export to Excel

1. Click on the  Button
2. A file called “Positions.xlsx” is downloaded
3. User saves document in desired Location.