ECT CalBoard – Quick Start & User Guide

This page explains how to sign in, use the CalBoard during an outage, and what the Admin / Security tools do. If you’re not sure whether you should be changing something, you probably shouldn’t.

1. Roles & Access

• User
  Can sign in, use the CalBoard to sign onto CALs, and mark CALs complete. Production analysts typically use this role.
• Admin
  Can add new CALs to the CalBoard.
  Can delete or void CALs on the CalBoard.
  Can manage Projects, Components, and Analysts from the Admin menu.
  This role is intended for shift leads, data management, and project managers.
• Super Admin
  A special admin who can change the global User and Admin passwords on the Security page. This should be limited to one or very few trusted people.

2. Signing In

1. Go to the Login page.
2. In the Analyst box, start typing your name or analyst code.
   A list will appear; click your name to select it.
3. Enter the current password:
   • Users: use the shared User password.
   • Admins: use the Admin password.
4. Click Sign in.

If the message says you must use the Admin or User password, check which account you selected and try again.

3. CalBoard Layout

After logging in successfully, you will see the main CalBoard.

• Top navigation bar
  Shows the CalBoard link, Admin menu, and your current user label on the right. Admin and Super Admin accounts are clearly tagged.
• Left side: Projects
  A list of active projects. Clicking a project loads its CalBoard.
• Main board
  The grid shows CAL rows and function columns (Acquisition, Primary, Secondary, Resolution, Data Mgmt).

Status colors keep it obvious: green is complete; yellow is incomplete.

4. Everyday Use – Regular Users

It works just like every other CalBoard you’ve used. The checkboxes simply hide CALs completed by Resolution and/or hide VOID CALs.

5. Admin Menu – Managing Projects & Structure

If you are an Admin, you will see an Admin dropdown in the navigation bar with:

• Analysts – manage who appears on the board and who is an admin.
• Projects – manage projects (plant/unit/outage) and their active status.
• Security – global passwords (Super Admin only; see below).

5.1 Projects Admin

The Projects page controls which projects appear on the CalBoard.

• Add new project
  Fill in:
  • Plant (e.g., DC Cook)
  • Unit (e.g., U2)
  • Outage (e.g., U2C29)
  • Display name (full label shown on the CalBoard)
  • Active – checked if the project should appear in the left-hand list.
• Edit a project
  You can update any of the fields. The Active flag controls whether a project is visible on the board.
• Delete a project
  Deleting a project permanently removes:
  • All components for that project
  • All CAL slots in those components
  • All assignments on the board for that project
  Use this only after the outage is fully complete and no history is needed.
  Active projects cannot be deleted until you uncheck Active.

5.2 Components Admin

From the Projects page, each project has a Components… button that opens the Components Admin for that project.

• Component name
  The component label (e.g., FWH-1) shown on the CalBoard.
• Sort order
  Numeric value controlling component order on the board. Components are sorted by name.
• Active
  Controls whether the component appears in the board for that project.
  Completed components can be unchecked here to hide them from the CalBoard.
• Delete
  Deletes the component, its CALs, and all assignments under that component. Only do this when you are certain those CALs are no longer needed.

5.3 Analysts Admin

Note: The Analysts page manages the global roster for all projects. Adding, editing, or removing an analyst affects every outage using this CalBoard, not just your current project.

The Analysts page controls who appears on the CalBoard and who has Admin access.

• Adding an analyst
  Enter:
  • Name
  • Code (analyst code)
  • Level (optional)
  • Company (optional)
  • On board – should be checked for anyone actively working this season.
  • Admin – check only for people who should see and use the Admin pages.
  The On board flag also controls whether they can log in and appear in the login list.
• Editing an analyst
  You can change their name, code, level, company, and whether they are On board or an Admin.
• Deleting an analyst
  An analyst can only be deleted if they have no existing assignments on the board.

6. Security Settings – Super Admin Only

The Security page is restricted to Super Admin accounts. It controls the shared passwords used for all logins.

• Current Admin Password
  Required to make any change. This is the current Admin-level password in use.
• New User Password
  Optional. If set, this becomes the new shared password for non-admin User logins.
• New Admin Password
  Optional. If set, this becomes the new shared password for Admin logins.

Changing any password takes effect immediately for all users. Make sure you communicate new User/Admin passwords to the right people before or immediately after changing them; otherwise no one will be able to log in.

7. Recommended Practices

• Do not delete active projects
  Wait until the outage is fully complete and all reporting is done before deleting a project.
• Use the Active flags instead of deleting mid-outage
  For both Projects and Components, prefer toggling Active off over deleting unless you are sure the structure is no longer needed.
• Limit Admin and Super Admin
  Only give Admin to people who truly need to edit structure. Only give Super Admin to someone trusted to manage global passwords.
• When something looks wrong, stop and ask
  If a project, component list, or CAL layout looks wrong, coordinate with the admin team before making large structural changes.

CalBoard is designed to reflect the real work happening on site. Small, careful edits go a long way; large destructive changes should only happen when a project is truly finished.