Using the Custom Dashboards

Edited

Product: Prepared ACT, Prepared AQA
Audience: Supervisors, Dispatchers, Call Takers, Administrators
Last Updated: 03/06/2025


Outcome Statement

After reading this section, you will be able to use Prepared Live’s All Incidents View, Custom Dashboards, search and filtering tools, and incident protocols to track, analyze, and report on incidents. You will also learn how to manage dashboards, filter incident data, and use saved views for regular analyses. Additionally, you will understand how to monitor compliance with Auto-Check Protocols and improve overall call quality.


Overview

Prepared offers powerful tools for incident tracking, real-time monitoring, and data analysis. Supervisors and call takers can use the All Incidents View, Custom Dashboards, and Auto-Check Protocols to ensure operational efficiency and compliance with protocol standards. These features enable you to streamline reporting, reduce manual effort, and ensure high-quality emergency response.


What Problems Are We Solving?

Supervisors and directors currently face limited visibility into the volume and details of incidents coming through their centers. Existing processes to gather insights are often manual, fragmented, and time-consuming.

Prepared addresses these challenges by offering the following tools:

  • All Incidents View: Centralizes incident data, enabling easy searching, filtering, and reporting.

  • Custom Dashboards: Personalized views to track and analyze trends and performance.

  • Auto-Check Protocols: Evaluates call compliance with predefined protocols, helping you identify areas for improvement.


Features and How It Works

All Incidents View

The All Incidents View centralizes incident data and allows you to:

  • Search and filter incidents based on specific criteria (time, location, incident type, etc.).

  • View detailed incident previews, with highlights explaining why each incident is returned in the results.

  • Download search results for offline analysis and reporting.

Custom Dashboards

Custom Dashboards allow supervisors to create, save, and share tailored views of incident data. With these dashboards, you can:

  • Save filtered views for repetitive analyses.

  • Share dashboards with other supervisors or directors within your center.

  • Edit or delete dashboards to ensure they are up-to-date with current operational needs.

Auto-Check Protocols

Auto-Check Protocols evaluates AI-identified calls against predefined protocols to ensure compliance. It checks whether call takers asked the relevant questions and provides detailed reasoning, including transcript quotes, for each evaluation.


Available Filters

Filter Type

Description

Time

Filter by created date and time. Includes custom ranges and presets.

Incident Content

Filter by media, text messages, or phone calls.

Location

Filter by city, zip code, or location radius from an address.

Details

Filter by incident type, seat position, phone number, or workflow.

Phone Number

Search using specific phone numbers or partial matches.

Language

Filter incidents based on the language used in the call (coming soon).


Step-by-Step: Using Search and Filtering

Step 1: Searching for Incidents

  1. Go to the All Incidents View.

  2. In the search bar, type a keyword or phrase you are looking for (e.g., "text message").

  3. The search will return all incidents related to the keyword. For example, typing "text message" will return incidents that contain either an inbound or outbound text message.

  4. View reasons for the returned search results (e.g., keyword match, location, phone number).

Step 2: Applying Filters

  1. Click on the filter icon or use the filter options available in the left menu.

  2. Choose from available filters such as time range, incident type, location, and media content.

  3. Apply one or more filters to narrow down your search results.

  4. Once filters are applied, only incidents matching the selected criteria will be displayed.

Step 3: Viewing Filtered Results

  1. After applying filters, the incidents that match your criteria will appear.

  2. Results are returned chronologically by default.

  3. Click on an incident to see a preview of its details.

  4. To refine your results, you can add more filters or modify the existing ones.


Managing Dashboards

Step 1: Saving a Dashboard

  1. Apply filters to your incidents and view the results.

  2. Click on the “Save Dashboard” button.

  3. A modal will appear asking you to name the dashboard (e.g., “All Calls from 6pm-8am”).

  4. Click Save to store your custom dashboard.

Step 2: Editing a Dashboard

  1. Navigate to Saved Dashboards.

  2. Click on the edit icon next to the dashboard you want to modify.

  3. Apply any new filters or make changes to existing filters.

  4. Click Save to update the dashboard or Save As New to create a new version.

Step 3: Renaming a Dashboard

  1. Go to Saved Dashboards and find the dashboard you want to rename.

  2. Click on the title of the dashboard.

  3. Enter a new name in the modal that appears.

  4. Click Save to apply the new name.

Step 4: Deleting or Archiving a Dashboard

  1. Navigate to Saved Dashboards.

  2. To delete, click on the trash icon next to the dashboard. A confirmation modal will appear.

  3. To archive, click on the archive icon. This removes the dashboard from the main list but keeps it accessible in the archived section.


Who Can Manage Dashboards?

Prepared provides an open system where supervisors and directors can edit dashboards. Dispatchers and call takers cannot view or edit dashboards.


How Might You Use Custom Dashboards?

You can use Custom Dashboards to:

  • View all calls from 6pm-8am when away from the center.

  • Track calls answered by Seat Position X.

  • Monitor non-emergency calls (e.g., Address = N/A) over the last 3 months.

  • Analyze Spanish-language calls.

  • Track calls from phone number X over the past month.

  • See all calls that contain live video.


Keyword Flagging vs. Transcript Search vs. Tagging

Feature

When to Use

How to Set Up

Example

Keyword Flagging (Real-time Alerts)

When you need immediate notifications (email/in-app) when a certain keyword is mentioned in a call.

Create a keyword list in workflows. When a match is found, the call is flagged and notifications are triggered.

If a caller says "explosion," the fire chief gets an immediate email and the floor supervisor gets notified in-app.

Transcript Search (Post-call Investigation)

When you don’t need alerts but want to search past calls for a specific word or phrase.

Use the Transcript Search filter in Analytics to enter a word/phrase (can combine with other filters and save as a custom dashboard).

A supervisor searches for past calls where "fentanyl" or "ambulance" was mentioned without needing notifications.

Tagging (Context-based AI Categorization)

When you need to group calls by broader context, not just keyword matches.

AI-based prompts tag calls based on the situational context, not just words.

A supervisor tags calls where a weapon was present, even if terms like "gun" weren’t specifically used.


Support & Additional Resources