The Primary Admins of the OpsBase web app are the only ones who have permissions to make all of these configuration changes.

To access the Ops, Issues and Device Settings click on the Settings Tab and then Advanced, once here you can easily access your various Ops and Issues Settings.


Within Op Settings you can:

  • Create Grades (decide how a scored Op receives a grade).

  • Create Ops Types (create different categories to group your Operations).

  • Make Op Reports mandatory (and decide which ones will appear first by default).

Grades

Next, we have Grades. This will be useful to businesses who use OpsBase to conduct audits, risk assessments, trainings, or anything else that might be scored.

On the left hand side, you can name the various grades that can be assigned to your Scored Ops. Each Grade is also given a colour, as well as a Pass/Fail status.

On the right hand side, you can build various rules to determine how these grades are calculated and when assigned.

To learn more about graded and scored Ops, click here.

Ops Types

This is used to categorise your Ops and it's especially useful for building your reports.

For example, in order to export data for an unexpected inspection, you can select all the Ops tagged with a specific Op Type (EHO for example) to immediately export data and make it available straight away.


Within Issues Settings you can:

  • Create Issues Types (categorise your Issues, useful to create workflows)

  • Assign labels to flags (so that everyone in your organisation understands what they mean and how to use them).

  • Make Issue Reports mandatory (and decide which ones will appear first by default).

Issue Types & Issue Flags

These two tabs allow you to categorise Issues by type and create Flags.

Both Types and Flags are really useful to create Issues Workflows to ensure the right actions are triggered and the right people notified when an Issue is raised.

To rename issue types, simply click on the word (e.g. Unknown) and type your own preferred label, to add new types instead click on the Plus sign at the end of the list.

To rename a flag, simply click on the wording and replace it with your preferred label. Most organisations use flags as an indicator of priority, but you can use them for any purpose.


Reporting

Lastly, Ops and Issues settings allows you to control two things about your Saved Reports in your Ops and Issues Analytics:

  • Make them mandatory so that they are visible to all admins

  • Set one report as a default, so it is the first one that you see when you open the log

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