Data Normalization and Setting Aliases

Building a new dashboard

Welcome to Operations Center

Discover board views

Included Third Party Software

Discover card structure 

General board settings

Customise cards

Discover map preview

Recurring cards

Operations Center Plugin for Security Center

Creating work requests

General settings

Members

Invites

Sign-in providers

Service user

System categories

System tags

Notifications

Introduction to Operations Center Integrations

Help Center

Introduction

Operations Center system architecture

Microservices

Linking of entities

Operations Center authentication

Login providers

Automation API

Introduction to Genetec™ Operations Center

Operations Center for Work Management

Operations Center's licensing

Subscription management

What is included

Checklists templates

Link cards

System design and deployment

Operations Center for Security Dispatching

Operations Center Vs CAD

Glossary

Operations Center for Asset Management

Course recap

Board and Resource Filters

Manage your resources with Operations Center

Resources settings

Assign board roles to users or groups 

Manage Board Resources in Operations Center

Assign resources to cards

Operations Center Mobile App

Create tags 

Create custom fields

Customise boards

Create categories

Introduction to Positioning, Architecture, and Licensing

Invite members to a system

Roles and permission

Operations Center for Resource Management

How to position Operations Center?

Open card details

Comments, files, checklist, and audit tabs

Course Recap: Introduction to Genetec™ Operations Center

Create cards to visualise your projects, tasks and work

Create your first board

Operations Center's architecture

Intro to Operations Center Use Cases

Power Automate Training

Setting Up Authentication

Setting Up the Custom Connector

Turning Microsoft Forms into Actionable Cards Part I

Creating & Customizing Dashboard

Dynamic Data Filtering with Parameters

Board templates

Turning Microsoft Forms into Actionable Cards Part II

Data Source for the Weekday Widget

Setting Up the Dashboard

Using webhook to kick off workflows based on card changes

Dashboards in Operations Center

How to use the custom connector

Start by creating a board

Operations Center Training

Power automate API

Start here for a quick introduction to the basics.

Introduction to Operations Center

Learn about boards and cards in Operations Center.

Getting started

View and edit card details

Get your team involved in Operations Center to collaborate and stay aligned. 

Invite your team

Learn about board views and card layouts.

Discover views and layouts

Start engaging in real-time awareness and communication with your team.

Resources in Operations Center

 Work together seamlessly and stay aligned in real-time.

Collaboration & communication

Transform your board to meet your team's needs.

Board settings

Learn about Linking Cards, Recurring Cards, and Checklist Templates.

Advanced features

System Settings

Access

Cards

Resources

Discover Operations Center’s integrations with Security Center and Power Automate.

Integrations

Discover Operations Center’s integrations with Security Center.

Security Center

Discover Operations Center’s integrations with Power Automate.

Power automate

Integrate and automate external systems using our API.

API documentation

System architecture

Authentication

Help

About

FAQs

Version log

Oct-Nov 2024

Access all our training materials, from introductions to practical walkthroughs.

Trainings

Technical Sales Training

Use cases

Dashboards

Bring your work into Operations Center

<h3><strong>Introduction</strong></h3><p>Operations Center is a work management system built for security. Watch this video for a quick introduction.&nbsp;</p><figure class="media"><div data-oembed-url="https://vimeo.com/1008749373?share=copy#t=0"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://player.vimeo.com/video/1008749373" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen=""></iframe></div></div></figure><p>Operations Center set out to help organizations efficiently manage what work and make sure the best qualified people using the right tools at the right place and time do them, in order to maximize work done, and minimize waiting time.</p><p>In order to achieve this, Operations Center is built on the Kanban methodology, which can be found through out the system design.</p><p>If you’re familiar with Kanban, you’ll feel right at home. For those new to Kanban, we recommend exploring its principles to understand why this method is considered the future of work management.&nbsp;</p><ul style="list-style-type:circle;"><li>Further Reading: <a href="https://kanban.university/kanban-guide/#kanban-method" target="_blank" rel="noopener noreferrer">The Kanban Method</a> &amp; <a href="https://kanban.university/kanban-guide/#principles-practices" target="_blank" rel="noopener noreferrer"><span style="color:hsl(0,0%,0%);">Principles and Practices of the Kanban Method</span></a><span style="color:hsl(0,0%,0%);">.</span></li></ul><p>&nbsp;</p><h3><strong>Operations Center key components</strong></h3><p>Imagine starting your day with a clear overview of every operation, your team fully aligned on their tasks, and instant access to the resources needed to keep things moving smoothly.&nbsp;</p><p>No clutter, no confusion—just streamlined workflows and real-time updates. All this (and more) is possible with Operations Center, a unified solution that allows you and your team real-time visibility on all tasks and projects by displaying them as <strong>cards </strong>on your <strong>board</strong>.</p><h4>&nbsp;</h4><p>&nbsp;</p><h4><strong>1. Boards</strong></h4><p>A board is a representation of your team’s workflow—a workspace designed to map out every stage from start to finish. With fully <strong>customizable </strong>layouts, boards adapt to fit your processes, helping you manage tasks, track progress, and keep everyone aligned.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/eea8d3fa-bb30-4e5f-8449-36fcea533796"></figure><p>&nbsp;</p><p>&nbsp;</p><p><strong>When you first log in...</strong></p><p>You'll see all the boards you have access to—whether they’re boards you’ve created yourself or ones shared with you by your team.</p><p>Each system can host an unlimited number of boards, enabling teams to address diverse workflows and foster seamless collaboration across different projects and departments..</p><figure class="image"><img src="https://cdn-assets.productfruits.com/5aa63a14-d47f-4eeb-b6d1-fd48e7f86f2d"></figure><div class="raw-html-embed">


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      <span>For easier access, pin your frequently used boards.</span>
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</div><p>&nbsp;</p><h4><strong>2. Cards</strong></h4><p>Cards represent individual tasks, projects, or pieces of work and move through the stages defined by columns and are tracked throughout their lifecycle. They contain all relevant information such as due dates, descriptions, and updates.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/d55480d1-ffba-4a45-acdb-8e8a5766f463"></figure><h3>&nbsp;</h3><p>&nbsp;</p><p>&nbsp;</p><h3><strong>Contact Support</strong></h3><p>If you have questions or need assistance, please reach out to our support team via <a href="mailto:oc-support@genetec.com">OC-Support@genetec.com</a>.</p><p>&nbsp;</p><h3>&nbsp;</h3><h3><strong>Related Articles</strong></h3><div class="raw-html-embed"><style>
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          Create your first board
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</div><p>&nbsp;</p><p>&nbsp;</p>

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<div class="article_note_new">
  <div class="title_container">This feature is available to:</div>

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      <path d="M448 256A192 192 0 1 0 64 256a192 192 0 1 0 384 0zM0 256a256 256 0 1 1 512 0A256 256 0 1 1 0 256zm256 80a80 80 0 1 0 0-160 80 80 0 1 0 0 160zm0-224a144 144 0 1 1 0 288 144 144 0 1 1 0-288zM224 256a32 32 0 1 1 64 0 32 32 0 1 1 -64 0z"></path>
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    <span>System admins</span>
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    <span>Click <a href="https://docs.ops.center/en/article/roles-and-permission" target="blank">here</a> to read about our roles and permission.</span>
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</div><p>One of the first steps in setting up your Operations Center account is inviting your team to collaborate. In Operations Center, you first invite your team members to your system—your central environment that can host unlimited number of boards for various workflows and processes.</p><p>Continue reading to learn how to easily invite your team to your system!</p><h3>&nbsp;</h3><h3><strong>Open System settings</strong></h3><p>Use the navigation menu (the 9-dot menu) located at the top left of your screen. Inside this menu, you'll find the <strong>System Settings</strong> option. Click on it to continue.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/0383237f-a864-4182-ac00-5c4072a8719b"></figure><p>Inside <strong>System Settings</strong>, navigate to the <strong>Invites </strong>and click the <strong>+ Invite member </strong>button.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/8bdf8285-bf4a-47d0-92b8-84f40069c6fb"></figure><p>This opens a pop-up where you can enter the emails of the members you want to invite to your system and select the<strong> system role </strong>for each user.</p><p>⚠️ &nbsp;<strong>Make sure to press Enter or click the + icon that appears after typing an email to add it.&nbsp;</strong><br>&nbsp;</p><figure class="image"><img src="https://cdn-assets.productfruits.com/2efb0fc4-c5fc-4170-90d8-a6db0a5a4c82"></figure><div class="raw-html-embed"><style>
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<div class="tipbox_container">
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      <path d="M297.2 248.9C311.6 228.3 320 203.2 320 176c0-70.7-57.3-128-128-128S64 105.3 64 176c0 27.2 8.4 52.3 22.8 72.9c3.7 5.3 8.1 11.3 12.8 17.7c0 0 0 0 0 0c12.9 17.7 28.3 38.9 39.8 59.8c10.4 19 15.7 38.8 18.3 57.5L109 384c-2.2-12-5.9-23.7-11.8-34.5c-9.9-18-22.2-34.9-34.5-51.8c0 0 0 0 0 0s0 0 0 0c-5.2-7.1-10.4-14.2-15.4-21.4C27.6 247.9 16 213.3 16 176C16 78.8 94.8 0 192 0s176 78.8 176 176c0 37.3-11.6 71.9-31.4 100.3c-5 7.2-10.2 14.3-15.4 21.4c0 0 0 0 0 0s0 0 0 0s0 0 0 0c-12.3 16.8-24.6 33.7-34.5 51.8c-5.9 10.8-9.6 22.5-11.8 34.5l-48.6 0c2.6-18.7 7.9-38.6 18.3-57.5c11.5-20.9 26.9-42.1 39.8-59.8c0 0 0 0 0 0s0 0 0 0s0 0 0 0c4.7-6.4 9-12.4 12.7-17.7zM192 128c-26.5 0-48 21.5-48 48c0 8.8-7.2 16-16 16s-16-7.2-16-16c0-44.2 35.8-80 80-80c8.8 0 16 7.2 16 16s-7.2 16-16 16zm0 384c-44.2 0-80-35.8-80-80l0-16 160 0 0 16c0 44.2-35.8 80-80 80z"></path>
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    <span> You can add <strong>multiple roles</strong> for members you invite to your system. Click <a href="https://docs.ops.center/en/article/roles-and-permission" target="_blank">here</a> to read about roles and permissions.</span>

</div>
</div></div><p>&nbsp;</p><p>&nbsp;</p><h3><strong>Invite members to boards</strong></h3><p>If you already have boards in your system and want to add these members to them, check the <strong>Invite member(s) to system boards</strong> box. This will open a second step where you can select the boards to invite them to and assign their board roles. You can only select boards where you have Board Admin access.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/e8e62d1d-483d-4370-8c86-a4541bc6b234"></figure><p>&nbsp;</p><p>&nbsp;</p><h3><strong>Contact Support</strong></h3><p>If you have questions or need assistance, please reach out to our support team via <a href="mailto:oc-support@genetec.com">OC-Support@genetec.com</a>.</p><p>&nbsp;</p>

<h3><strong>Introduction</strong></h3><p>The Operations Center features a comprehensive permissions system that specifies what actions users can perform within the platform. Roles, which can be thought of as the "hats" users wear, define their capabilities and access to various parts of the system. This flexibility ensures that only the right people have the right level of access, enhancing security and organization.</p><p>Roles are assigned at two levels: <strong>System Level</strong> and <strong>Board Level</strong>, allowing for granular permission management across the platform.</p><p>&nbsp;</p><h3><strong>Key Components</strong></h3><p>&nbsp;</p><figure class="table"><table style="border:1px solid hsl(0, 0%, 60%);"><tbody><tr><td style="border:1px solid hsl(0, 0%, 60%);width:150px;">System Role</td><td style="border:1px solid hsl(0, 0%, 60%);">Defines access to features that affect the entire Operations Center system (tenant).</td></tr><tr><td style="border:1px solid hsl(0, 0%, 60%);width:150px;">Board Role</td><td style="border:1px solid hsl(0, 0%, 60%);">Defines access and permissions on a specific board, allowing different roles on different boards.</td></tr></tbody></table></figure><p>&nbsp;</p><h4><strong>1. System Roles</strong></h4><p>System Roles determine access to features that impact the entire Operations Center system, also known as the tenant. The most fundamental System Role is the <strong>System User</strong>, which enables a person to log into Operations Center. However, this role grants no additional access unless further roles, such as Board Roles, are assigned. This implies that every user of Operations Center must have at least the <strong>System User</strong> role assigned.</p><p>A System Administrator, however, as the name of the Role implies, can access and change system setting (e.g. the system name, the currencies used, etc.).&nbsp;</p><p>System Administrators <strong>DO NOT</strong> have access to any information on a board, unless they have the respective Board Roles assigned as explained in the following section.</p><p><img class="image_resized" style="width:99.92%;" src="https://cdn-assets.productfruits.com/16db0687-8402-4a84-88b5-2af577e7f3bb"></p><p><strong>Creating and editing a new dashboard</strong></p><p>In Operations Center, all users can view and benefit from the data displayed in dashboards available inside the states view of their board. However, only dashboard and report administrators can create new dashboards and modify the data shown in them.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/c399d9d4-1cd2-4d79-a851-e5f2b224f085"></figure><div class="raw-html-embed"><meta charset="UTF-8">
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    <span> We are currently working on a comprehensive guide to help <strong>Dashboard and resource administrators</strong> create new dashboards. Stay tuned!
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</div><h4>&nbsp;</h4><h4>&nbsp;</h4><h4>&nbsp;</h4><h4><strong>2. Board Roles</strong></h4><p>Once an individual or group is assigned System Roles, they can also be assigned Board Roles to specify their capabilities on each individual board. This flexibility enables the same user to have varying roles on different boards, facilitating precise and granular permission management across Operations Center.</p><p>Currently, the following <strong>Board Roles</strong> are available:</p><p><img class="image_resized" style="width:99.92%;" src="https://cdn-assets.productfruits.com/4dde1fab-07f8-4880-9740-cb961194317d"></p><p><strong>* Limited Access:</strong> Board checklist users can update a card only by checking checklist items to show progress, while commenters can only add comments. Neither can modify any other fields.</p><h4>&nbsp;</h4><p>&nbsp;</p><p>&nbsp;</p><h4>&nbsp;</h4><h4><strong>3. Custom Roles</strong></h4><p>At the moment, Operations Center includes predefined roles, but in a future release, users will have the ability to create custom roles</p><p>&nbsp;</p><h3><strong>Frequently Asked Questions (FAQ)</strong></h3><p>&nbsp;</p><p><strong>Can I assign multiple roles to a user?</strong><br>Yes, users can have different roles across different boards, allowing for flexible access and permissions.</p><p><strong>Can I create custom roles?</strong><br>Custom roles will be available in a future release, allowing system admins to define tailored roles and permissions.</p><p><strong>Do system administrators have access to board data?</strong><br>No, system administrators can manage system settings but do not have access to board-specific information unless they are invited to boards with specific <strong>Board Roles</strong>.</p><p>&nbsp;</p><h3><strong>Contact Support</strong></h3><p>If you have questions or need assistance, please reach out to our support team via <a href="mailto:oc-support@genetec.com">OC-Support@genetec.com</a>.</p><p>&nbsp;</p><h3><strong>Related Articles</strong></h3><div class="raw-html-embed"><style>
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          Invite members to a system
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          Assign board roles to users or groups
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<p>In Operations Center, a board visually represents your workflow, with columns representing different stages and<strong> Cards </strong>corresponding to individual projects, tasks or work.&nbsp;</p><p>You can create cards in various ways to keep your work organized and efficient. Whether it’s adding cards manually from your board, setting up automated triggers to create them, or using the Operations Center plugin for Security Center, there are plenty of options to help you stay on top of your tasks.&nbsp;</p><p>In this article, we’ll walk you through all the methods of creating cards in Operations Center, so you can choose the best approach for your team’s needs.</p><p>&nbsp;</p><h3><strong>Add a Card on Your Board</strong></h3><p>To add a card, locate the <strong>+</strong> icon and click it.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/69238550-d933-47a2-8913-0a2956b45633"></figure><p>This opens a popup where you can add relevant information to your work task or project. In Operations Center, we categorize each work item, making it easier to filter your cards for a less cluttered view of your board. More importantly, we offer full customization per category of work. Each category can have a specific layout set by<strong> Board Admins</strong>, giving access to the relevant fields for that particular type of work.</p><div class="raw-html-embed"><meta charset="UTF-8">
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  /* Link Styles specific to this box */
  .tipbox_container .tipbox_subtext a {
    color: inherit; /* Ensures the link inherits the color of the text */
    text-decoration: none; /* No underline */
    font-weight: normal; /* Normal weight by default */
    transition: font-weight 0.2s ease; /* Smooth transition when hovering */
  }

  /* Link Hover Effects specific to this box */
  .tipbox_container .tipbox_subtext a:hover {
    font-weight: bold; /* Makes the link bold on hover */
  }
</style>

<div class="tipbox_container">
  <div class="tipbox_subtext">
    <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 384 512">
      <path d="M297.2 248.9C311.6 228.3 320 203.2 320 176c0-70.7-57.3-128-128-128S64 105.3 64 176c0 27.2 8.4 52.3 22.8 72.9c3.7 5.3 8.1 11.3 12.8 17.7c0 0 0 0 0 0c12.9 17.7 28.3 38.9 39.8 59.8c10.4 19 15.7 38.8 18.3 57.5L109 384c-2.2-12-5.9-23.7-11.8-34.5c-9.9-18-22.2-34.9-34.5-51.8c0 0 0 0 0 0s0 0 0 0c-5.2-7.1-10.4-14.2-15.4-21.4C27.6 247.9 16 213.3 16 176C16 78.8 94.8 0 192 0s176 78.8 176 176c0 37.3-11.6 71.9-31.4 100.3c-5 7.2-10.2 14.3-15.4 21.4c0 0 0 0 0 0s0 0 0 0s0 0 0 0c-12.3 16.8-24.6 33.7-34.5 51.8c-5.9 10.8-9.6 22.5-11.8 34.5l-48.6 0c2.6-18.7 7.9-38.6 18.3-57.5c11.5-20.9 26.9-42.1 39.8-59.8c0 0 0 0 0 0s0 0 0 0s0 0 0 0c4.7-6.4 9-12.4 12.7-17.7zM192 128c-26.5 0-48 21.5-48 48c0 8.8-7.2 16-16 16s-16-7.2-16-16c0-44.2 35.8-80 80-80c8.8 0 16 7.2 16 16s-7.2 16-16 16zm0 384c-44.2 0-80-35.8-80-80l0-16 160 0 0 16c0 44.2-35.8 80-80 80z"></path>
    </svg>
    <span>
      Each category can have its own customizable layout, which Board admins can adjust as needed. 
      Click <a href="https://docs.ops.center/en/article/customise-cards" target="_blank" rel="noopener noreferrer">here</a> to learn how.
    </span>
  </div>
</div>
</div><p>&nbsp;</p><figure class="image"><img src="https://cdn-assets.productfruits.com/73fa9281-b91b-4907-abf9-6362836767b6"></figure><p>&nbsp;</p><p>&nbsp;</p><h3><strong>Create card using Operations Center Plugin for Security Center</strong></h3><p>Operations Center offers two efficient ways to create work requests: automatically triggered by events or manually through Security Desk. By using the event-to-action feature in Security Center, you can configure alarms to automatically generate work requests in Operations Center.&nbsp;</p><p>This process involves setting up alarms in the Config Tool, defining trigger conditions, and selecting <strong>Operations Center - Create work request</strong> as the action. Custom fields and event data, such as alarm priority and event values, can be mapped to specific fields in the work request, ensuring the right information is captured every time.</p><p><img class="image_resized" style="width:59.56%;" src="https://cdn-assets.productfruits.com/99171a3e-2d59-4203-959f-f96b49487f19"></p><p>Alternatively, work requests can also be manually created through Security Desk by right-clicking on an entity or location and selecting the <strong>Create work request in Operations Center</strong> option. This method will generate a card in Operations Center with all relevant details, including camera snapshots and GPS coordinates (if configured).</p><figure class="image"><img src="https://cdn-assets.productfruits.com/c85a6ea1-8a41-4604-91e8-f2824f49ec58"></figure><p>&nbsp;</p><div class="raw-html-embed">
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Tip Box</title>
<style>
  /* Tip Box Container Styles */
  .tipbox_container {
    width: 100%;
    background: rgba(255, 255, 204, 0.5);
    color: #454245;
    padding: 15px 10px 15px 20px;
    border: 1px solid #e6c200;
    border-radius: 8px;
    display: flex;
    flex-direction: column;
    font-family: Arial, sans-serif;
    margin-top: 20px;
  }

  /* Tip Box Subtext Styles */
  .tipbox_subtext {
    display: flex;
    align-items: center;
    margin: 5px 0;
  }

  /* Icon Styles */
  .tipbox_subtext svg {
    width: 20px;
    height: 20px;
    margin-right: 10px;
    fill: #e6c200;
    flex-shrink: 0;
  }

  /* Text Styles */
  .tipbox_subtext span {
    font-size: 14px;
    color: #454245;
  }

  /* Link Styles specific to this box */
  .tipbox_container .tipbox_subtext a {
    color: inherit; /* Ensures the link inherits the color of the text */
    text-decoration: none; /* No underline */
    font-weight: normal; /* Normal weight by default */
    transition: font-weight 0.2s ease; /* Smooth transition when hovering */
  }

  /* Link Hover Effects specific to this box */
  .tipbox_container .tipbox_subtext a:hover {
    font-weight: bold; /* Makes the link bold on hover */
  }
</style>

<div class="tipbox_container">
  <div class="tipbox_subtext">
    <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 384 512">
      <path d="M297.2 248.9C311.6 228.3 320 203.2 320 176c0-70.7-57.3-128-128-128S64 105.3 64 176c0 27.2 8.4 52.3 22.8 72.9c3.7 5.3 8.1 11.3 12.8 17.7c0 0 0 0 0 0c12.9 17.7 28.3 38.9 39.8 59.8c10.4 19 15.7 38.8 18.3 57.5L109 384c-2.2-12-5.9-23.7-11.8-34.5c-9.9-18-22.2-34.9-34.5-51.8c0 0 0 0 0 0s0 0 0 0c-5.2-7.1-10.4-14.2-15.4-21.4C27.6 247.9 16 213.3 16 176C16 78.8 94.8 0 192 0s176 78.8 176 176c0 37.3-11.6 71.9-31.4 100.3c-5 7.2-10.2 14.3-15.4 21.4c0 0 0 0 0 0s0 0 0 0s0 0 0 0c-12.3 16.8-24.6 33.7-34.5 51.8c-5.9 10.8-9.6 22.5-11.8 34.5l-48.6 0c2.6-18.7 7.9-38.6 18.3-57.5c11.5-20.9 26.9-42.1 39.8-59.8c0 0 0 0 0 0s0 0 0 0s0 0 0 0c4.7-6.4 9-12.4 12.7-17.7zM192 128c-26.5 0-48 21.5-48 48c0 8.8-7.2 16-16 16s-16-7.2-16-16c0-44.2 35.8-80 80-80c8.8 0 16 7.2 16 16s-7.2 16-16 16zm0 384c-44.2 0-80-35.8-80-80l0-16 160 0 0 16c0 44.2-35.8 80-80 80z"></path>
    </svg>
    <span> We have a dedicated article that guides you through all the necessary steps to set up and use the plugin. Click <a href="https://docs.ops.center/en/article/operations-center-plugin-for-security-center" target="_blank">here</a> to learn more.</span>
</div>
</div></div><p>&nbsp;</p><p>&nbsp;</p><h3><strong>Create cards in Operations Center through Power Automate</strong></h3><p>Power Automate allows you to automate workflows and integrate Operations Center with other tools and services. By setting up automated triggers and actions, you can streamline the process of creating cards, saving time and reducing manual work.</p><p>y integrating with tools like Microsoft Forms, every time a form is filled out, a new card is automatically created in Operations Center. The form data is captured and added to dedicated fields on the card, ensuring your workflow stays organized and up-to-date.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/a26a7378-06fc-4801-81c5-8b83898b9238"></figure><div class="raw-html-embed">  <meta charset="UTF-8">
  <meta name="viewport" content="width=device-width, initial-scale=1.0">
  <title>Tip Box</title>
  <style>
    .tipbox_container {
      width: 100%;
      background: rgba(255, 255, 204, 0.5);
      color: #454245;
      padding: 15px 10px 15px 20px;
      border: 1px solid #e6c200;
      border-radius: 8px;
      display: flex;
      flex-direction: column;
      font-family: Arial, sans-serif;
      margin-top: 20px;
    }

    .tipbox_subtext {
      display: flex;
      align-items: center;
      margin: 5px 0;
    }

    .tipbox_subtext svg {
      width: 20px;
      height: 20px;
      margin-right: 10px;
      fill: #e6c200;
      flex-shrink: 0;
    }

    .tipbox_subtext span {
      font-size: 14px;
      color: #454245;
    }
  </style>



  <div class="tipbox_container">
    <div class="tipbox_subtext">
      <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 384 512">
        <path d="M297.2 248.9C311.6 228.3 320 203.2 320 176c0-70.7-57.3-128-128-128S64 105.3 64 176c0 27.2 8.4 52.3 22.8 72.9c3.7 5.3 8.1 11.3 12.8 17.7c0 0 0 0 0 0c12.9 17.7 28.3 38.9 39.8 59.8c10.4 19 15.7 38.8 18.3 57.5L109 384c-2.2-12-5.9-23.7-11.8-34.5c-9.9-18-22.2-34.9-34.5-51.8c0 0 0 0 0 0s0 0 0 0c-5.2-7.1-10.4-14.2-15.4-21.4C27.6 247.9 16 213.3 16 176C16 78.8 94.8 0 192 0s176 78.8 176 176c0 37.3-11.6 71.9-31.4 100.3c-5 7.2-10.2 14.3-15.4 21.4c0 0 0 0 0 0s0 0 0 0s0 0 0 0c-12.3 16.8-24.6 33.7-34.5 51.8c-5.9 10.8-9.6 22.5-11.8 34.5l-48.6 0c2.6-18.7 7.9-38.6 18.3-57.5c11.5-20.9 26.9-42.1 39.8-59.8c0 0 0 0 0 0s0 0 0 0s0 0 0 0c4.7-6.4 9-12.4 12.7-17.7zM192 128c-26.5 0-48 21.5-48 48c0 8.8-7.2 16-16 16s-16-7.2-16-16c0-44.2 35.8-80 80-80c8.8 0 16 7.2 16 16s-7.2 16-16 16zm0 384c-44.2 0-80-35.8-80-80l0-16 160 0 0 16c0 44.2-35.8 80-80 80z"></path>
      </svg>
	<span> We have a dedicated article on this topic. Click <a href="https://docs.ops.center/en/article/power-automate-api" target="_blank">here</a> to learn more.</span>    
</div>
  </div>
</div><p>&nbsp;</p><p>&nbsp;</p><p>&nbsp;</p><h3><strong>Create cards by E-mail</strong></h3><p>Operations Center allows users to create cards by simply sending an email to a board-specific address. The email subject is used as the card title, the message becomes the card description, and any attachments are added to the card. The sender’s email is listed as the card's external reporter.</p><p>From there, you can choose to enable the feature for all domains or specific domains. Once enabled, the unique email address will appear in the box below. You can then use this email address to start creating cards in Operations Center.</p><p><img src="https://cdn-assets.productfruits.com/cb2cf8e9-2bb6-4854-8d62-064bb8dc04f9"></p><div class="raw-html-embed">  <meta charset="UTF-8">
  <meta name="viewport" content="width=device-width, initial-scale=1.0">
  <title>Tip Box</title>
  <style>
    .tipbox_container {
      width: 100%;
      background: rgba(255, 255, 204, 0.5);
      color: #454245;
      padding: 15px 10px 15px 20px;
      border: 1px solid #e6c200;
      border-radius: 8px;
      display: flex;
      flex-direction: column;
      font-family: Arial, sans-serif;
      margin-top: 20px;
    }

    .tipbox_subtext {
      display: flex;
      align-items: center;
      margin: 5px 0;
    }

    .tipbox_subtext svg {
      width: 20px;
      height: 20px;
      margin-right: 10px;
      fill: #e6c200;
      flex-shrink: 0;
    }

    .tipbox_subtext span {
      font-size: 14px;
      color: #454245;
    }
  </style>



  <div class="tipbox_container">
    <div class="tipbox_subtext">
      <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 384 512">
        <path d="M297.2 248.9C311.6 228.3 320 203.2 320 176c0-70.7-57.3-128-128-128S64 105.3 64 176c0 27.2 8.4 52.3 22.8 72.9c3.7 5.3 8.1 11.3 12.8 17.7c0 0 0 0 0 0c12.9 17.7 28.3 38.9 39.8 59.8c10.4 19 15.7 38.8 18.3 57.5L109 384c-2.2-12-5.9-23.7-11.8-34.5c-9.9-18-22.2-34.9-34.5-51.8c0 0 0 0 0 0s0 0 0 0c-5.2-7.1-10.4-14.2-15.4-21.4C27.6 247.9 16 213.3 16 176C16 78.8 94.8 0 192 0s176 78.8 176 176c0 37.3-11.6 71.9-31.4 100.3c-5 7.2-10.2 14.3-15.4 21.4c0 0 0 0 0 0s0 0 0 0s0 0 0 0c-12.3 16.8-24.6 33.7-34.5 51.8c-5.9 10.8-9.6 22.5-11.8 34.5l-48.6 0c2.6-18.7 7.9-38.6 18.3-57.5c11.5-20.9 26.9-42.1 39.8-59.8c0 0 0 0 0 0s0 0 0 0s0 0 0 0c4.7-6.4 9-12.4 12.7-17.7zM192 128c-26.5 0-48 21.5-48 48c0 8.8-7.2 16-16 16s-16-7.2-16-16c0-44.2 35.8-80 80-80c8.8 0 16 7.2 16 16s-7.2 16-16 16zm0 384c-44.2 0-80-35.8-80-80l0-16 160 0 0 16c0 44.2-35.8 80-80 80z"></path>
      </svg>
	<span> We have a dedicated article on this topic. Click <a href="https://docs.ops.center/en/article/general-board-settings" target="_blank" rel="noopener noreferrer">here</a> to learn more.</span>
    
</div>
  </div>
</div><p>&nbsp;</p><p>&nbsp;</p><h3><strong>Open a card</strong></h3><p>Operations Center provides two options to view and modify your card's fields. First, you can open the card's detailed view by double-clicking the card or clicking the ellipsis in the top-right corner. This will show a comprehensive overview of the card’s properties.</p><p>Alternatively, you can open the card for a quick edit, which opens a side panel. This allows you to modify the fields while still keeping your board in view, providing a more efficient way to make quick updates.<img src="https://cdn-assets.productfruits.com/dea21881-868c-4ccc-9f12-2906cb66bad6"></p><div class="raw-html-embed">  <meta charset="UTF-8">
  <meta name="viewport" content="width=device-width, initial-scale=1.0">
  <title>Tip Box</title>
  <style>
    .tipbox_container {
      width: 100%;
      background: rgba(255, 255, 204, 0.5);
      color: #454245;
      padding: 15px 10px 15px 20px;
      border: 1px solid #e6c200;
      border-radius: 8px;
      display: flex;
      flex-direction: column;
      font-family: Arial, sans-serif;
      margin-top: 20px;
    }

    .tipbox_subtext {
      display: flex;
      align-items: center;
      margin: 5px 0;
    }

    .tipbox_subtext svg {
      width: 20px;
      height: 20px;
      margin-right: 10px;
      fill: #e6c200;
      flex-shrink: 0;
    }

    .tipbox_subtext span {
      font-size: 14px;
      color: #454245;
    }
  </style>



  <div class="tipbox_container">
    <div class="tipbox_subtext">
      <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 384 512">
        <path d="M297.2 248.9C311.6 228.3 320 203.2 320 176c0-70.7-57.3-128-128-128S64 105.3 64 176c0 27.2 8.4 52.3 22.8 72.9c3.7 5.3 8.1 11.3 12.8 17.7c0 0 0 0 0 0c12.9 17.7 28.3 38.9 39.8 59.8c10.4 19 15.7 38.8 18.3 57.5L109 384c-2.2-12-5.9-23.7-11.8-34.5c-9.9-18-22.2-34.9-34.5-51.8c0 0 0 0 0 0s0 0 0 0c-5.2-7.1-10.4-14.2-15.4-21.4C27.6 247.9 16 213.3 16 176C16 78.8 94.8 0 192 0s176 78.8 176 176c0 37.3-11.6 71.9-31.4 100.3c-5 7.2-10.2 14.3-15.4 21.4c0 0 0 0 0 0s0 0 0 0s0 0 0 0c-12.3 16.8-24.6 33.7-34.5 51.8c-5.9 10.8-9.6 22.5-11.8 34.5l-48.6 0c2.6-18.7 7.9-38.6 18.3-57.5c11.5-20.9 26.9-42.1 39.8-59.8c0 0 0 0 0 0s0 0 0 0s0 0 0 0c4.7-6.4 9-12.4 12.7-17.7zM192 128c-26.5 0-48 21.5-48 48c0 8.8-7.2 16-16 16s-16-7.2-16-16c0-44.2 35.8-80 80-80c8.8 0 16 7.2 16 16s-7.2 16-16 16zm0 384c-44.2 0-80-35.8-80-80l0-16 160 0 0 16c0 44.2-35.8 80-80 80z"></path>
      </svg>
	<span> 
Operations Center offers full customizability. Board admins can add any fields relevant to the work category to be displayed inside the card details popup. Click <a href="https://docs.ops.center/en/article/customise-cards" target="_blank">here</a> to learn how. </span></div>
  </div>
</div><h3>&nbsp;</h3><h3>&nbsp;</h3><h3><strong>Contact Support</strong></h3><p>If you have questions or need assistance, please reach out to our support team via <a href="mailto:oc-support@genetec.com">OC-Support@genetec.com</a>.</p><p>&nbsp;</p><h3>&nbsp;</h3><h3><strong>Related Articles</strong></h3><div class="raw-html-embed"><style>
    .article_content_wrapper {
      max-width: 800px;
      margin: 20px auto;
      font-family: Arial, sans-serif;
    }

    .article-sidebar .related-articles {
      display: flex;
      flex-wrap: wrap;
      gap: 10px; 
    }

    .article-sidebar .related-articles .keyword-block {
      color: #00AFF0;
      font-size: 16px;
      padding: 8px 16px;
      display: inline-block;
      border: 1px solid #00AFF0;
      border-radius: 5px;
      text-align: center;
      white-space: nowrap; 
      background-color: #ffffff;
      cursor: default;
      text-decoration: none;
    }

    /* Removed hover effect */
  </style>



  <div class="article_content_wrapper">
    <div class="article-sidebar">
      <div class="related-articles">

        <a href="https://docs.ops.center/en/article/general-board-settings" class="keyword-block" target="blank">
          General Board Settings
        </a>

        <a href="https://docs.ops.center/en/article/operations-center-plugin-for-security-center" class="keyword-block" target="blank">
          Operations Center Plugin for Security Center
        </a>

        <a href="https://docs.ops.center/en/article/power-automate-api" class="keyword-block" target="blank">
          Power Automate API
        </a>

      </div>
    </div>
  </div>

</div><p>&nbsp;</p>

<div class="raw-html-embed"><meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Feature Note Box</title>
<link href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/5.15.4/css/all.min.css" rel="stylesheet">
<style>
  .article_note_new {
    width: 100%;
    height: auto;
    background: rgba(255, 255, 255, 1);
    color: #454245;
    padding: 15px 10px 15px 20px;
    border: 1px solid #ddd;
    border-radius: 8px;
    display: flex;
    flex-direction: column;
    margin-top: 30px; /* Increased space on top */
  }

  .title_container {
    font-size: 16px;
    font-weight: bold;
    margin-bottom: 7px;
  }

  .subtext_container {
    margin: 5px 0;
    display: flex;
    align-items: center;
  }

  .subtext_container svg {
    width: 20px;
    height: 20px;
    margin-right: 10px;
    fill: #454245;
  }

  .subtext_container span {
    font-size: 14px;
    color: #454245;
  }
</style>

<div class="article_note_new">
  <div class="title_container">This feature is available to:</div>

  <div class="subtext_container">
    <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512">
      
      <path d="M448 256A192 192 0 1 0 64 256a192 192 0 1 0 384 0zM0 256a256 256 0 1 1 512 0A256 256 0 1 1 0 256zm256 80a80 80 0 1 0 0-160 80 80 0 1 0 0 160zm0-224a144 144 0 1 1 0 288 144 144 0 1 1 0-288zM224 256a32 32 0 1 1 64 0 32 32 0 1 1 -64 0z"></path>
    </svg>
    <span>System users &amp; System admins</span>
  </div>
  <div class="subtext_container">
    <span>Click <a href="https://docs.ops.center/en/article/roles-and-permission" target="blank">here</a> to read about our roles and permission.</span>
  </div>
</div>
</div><p>In Operations Center you can create new boards to represent different workflows and invite relevant members for collaboration. To simplify this process, Operations Center offers pre-made templates designed for various purposes. <strong>All templates are fully customizable</strong>, allowing you to add or remove columns, lanes, categories, tags, custom fields, and more to create the ideal environment for your team’s work.</p><p>&nbsp;</p><h3><strong>Choose a board template</strong></h3><p>Click on the <strong>+ Create board</strong> button located at the top. This will open a two-step wizard where the first step is to choose a template for your board.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/7c1bcd89-87bd-478e-affd-5bf220c78b71"></figure><div class="raw-html-embed">


  <meta charset="UTF-8">
  <meta name="viewport" content="width=device-width, initial-scale=1.0">
  <title>Tip Box</title>
  <style>
    .tipbox_container {
      width: 100%;
      background: rgba(255, 255, 204, 0.5);
      color: #454245;
      padding: 15px 10px 15px 20px;
      border: 1px solid #e6c200;
      border-radius: 8px;
      display: flex;
      flex-direction: column;
      font-family: Arial, sans-serif;
      margin-top: 20px;
    }

    .tipbox_subtext {
      display: flex;
      align-items: center;
      margin: 5px 0;
    }

    .tipbox_subtext svg {
      width: 20px;
      height: 20px;
      margin-right: 10px;
      fill: #e6c200;
      flex-shrink: 0;
    }

    .tipbox_subtext span {
      font-size: 14px;
      color: #454245;
    }
  </style>



  <div class="tipbox_container">
    <div class="tipbox_subtext">
      <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 384 512">
        <path d="M297.2 248.9C311.6 228.3 320 203.2 320 176c0-70.7-57.3-128-128-128S64 105.3 64 176c0 27.2 8.4 52.3 22.8 72.9c3.7 5.3 8.1 11.3 12.8 17.7c0 0 0 0 0 0c12.9 17.7 28.3 38.9 39.8 59.8c10.4 19 15.7 38.8 18.3 57.5L109 384c-2.2-12-5.9-23.7-11.8-34.5c-9.9-18-22.2-34.9-34.5-51.8c0 0 0 0 0 0s0 0 0 0c-5.2-7.1-10.4-14.2-15.4-21.4C27.6 247.9 16 213.3 16 176C16 78.8 94.8 0 192 0s176 78.8 176 176c0 37.3-11.6 71.9-31.4 100.3c-5 7.2-10.2 14.3-15.4 21.4c0 0 0 0 0 0s0 0 0 0s0 0 0 0c-12.3 16.8-24.6 33.7-34.5 51.8c-5.9 10.8-9.6 22.5-11.8 34.5l-48.6 0c2.6-18.7 7.9-38.6 18.3-57.5c11.5-20.9 26.9-42.1 39.8-59.8c0 0 0 0 0 0s0 0 0 0s0 0 0 0c4.7-6.4 9-12.4 12.7-17.7zM192 128c-26.5 0-48 21.5-48 48c0 8.8-7.2 16-16 16s-16-7.2-16-16c0-44.2 35.8-80 80-80c8.8 0 16 7.2 16 16s-7.2 16-16 16zm0 384c-44.2 0-80-35.8-80-80l0-16 160 0 0 16c0 44.2-35.8 80-80 80z"></path>
      </svg>
      <span>Use the search or filter options for more refined results</span>
    </div>
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</div><p>&nbsp;</p><h3><strong>Configure board's properties</strong></h3><p>Add a title and select a logo for your board. Any additional information can be added inside the description box. select the right timezone for your team and click <strong>Open board</strong>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/13f1692f-8453-4cd4-a076-619c7365c88d"></figure><div class="raw-html-embed">


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      <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512"><path d="M410.3 231l11.3-11.3-33.9-33.9-62.1-62.1L291.7 89.8l-11.3 11.3-22.6 22.6L58.6 322.9c-10.4 10.4-18 23.3-22.2 37.4L1 480.7c-2.5 8.4-.2 17.5 6.1 23.7s15.3 8.5 23.7 6.1l120.3-35.4c14.1-4.2 27-11.8 37.4-22.2L387.7 253.7 410.3 231zM160 399.4l-9.1 22.7c-4 3.1-8.5 5.4-13.3 6.9L59.4 452l23-78.1c1.4-4.9 3.8-9.4 6.9-13.3l22.7-9.1 0 32c0 8.8 7.2 16 16 16l32 0zM362.7 18.7L348.3 33.2 325.7 55.8 314.3 67.1l33.9 33.9 62.1 62.1 33.9 33.9 11.3-11.3 22.6-22.6 14.5-14.5c25-25 25-65.5 0-90.5L453.3 18.7c-25-25-65.5-25-90.5 0zm-47.4 168l-144 144c-6.2 6.2-16.4 6.2-22.6 0s-6.2-16.4 0-22.6l144-144c6.2-6.2 16.4-6.2 22.6 0s6.2 16.4 0 22.6z"></path></svg>
      <span>Make sure to select the correct timezone. By setting the board's timezone, card audit logs and reports will be aligned with that time zone for consistency.</span>
    </div>
  </div>



</div><p>&nbsp;</p><p>&nbsp;</p><h3><strong>Columns and lanes</strong></h3><p>When you open a board, whether it’s newly created or an existing one, you can see the structure of the workflow it was created for through its <strong>Columns</strong> and <strong>Lanes</strong>.&nbsp;</p><p><strong>Columns </strong>represent stages in the workflow (e.g., "To Do," "In Progress," "Done"). and <strong>Lanes </strong>are used to categorize tasks, such as by team, priority, or other categories.</p><p>Board admins can customize the structure by adding or removing stages, renaming columns, and making other adjustments using the <strong>Board Layout</strong> feature in the settings page.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/672dd8e1-fbc1-44a9-99d6-3db8fc3a0b50"></figure><p>&nbsp;</p><p>&nbsp;</p><p>&nbsp;</p><h3><strong>Contact Support</strong></h3><p>If you have questions or need assistance, please reach out to our support team via <a href="mailto:oc-support@genetec.com">OC-Support@genetec.com</a>.</p><p>&nbsp;</p><p>&nbsp;</p><h3><strong>Related Articles</strong></h3><p>&nbsp;</p><div class="raw-html-embed"><style>
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  <div class="article_content_wrapper">
    <div class="article-sidebar">
      <div class="related-articles">
        <a href="https://docs.ops.center/en/article/discover-board-views" target="_blank" class="keyword-block">Discover board views</a>
        <a href="https://docs.ops.center/en/article/customise-boards" target="_blank" class="keyword-block">Customise your board</a>
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