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Station Clipboard module guide

Core

Core is the required foundation of every Station Clipboard department. It provides sign-in, personnel records, roles and permissions, general settings, Dept Communications (announcements and department email), the department calendar, Workflows automation, notifications, the activity log, module management, and the Support Hub. It is always enabled, and every optional module relies on it for identity, department isolation, and access control.

Every member and administrator21 detailed guidesChoose a task guide
End-to-end workflow

Set up the department foundation

  1. 1

    Confirm department identity, logo, and branding under Settings → General.

  2. 2

    Set the timezone, 24-hour time preference, station and apparatus lists, and any two-factor authentication requirement.

  3. 3

    Create roles (templates are available) and grant exact actions for each enabled module.

  4. 4

    Add personnel, assign roles, record certifications, and send sign-in instructions.

  5. 5

    Enable optional modules under Settings → Modules.

  6. 6

    Publish a test announcement in Dept Communications and confirm acknowledgement tracking.

  7. 7

    Build and test any Workflows the department wants to automate.

Do the work

Choose a step-by-step task guide

Each guide includes prerequisites, exact actions, verification, and troubleshooting—not just a feature summary.

01Create a role and grant exact permissionsBuild a role around real responsibilities, test it safely, and avoid accidental department-wide access. 8 min · Administrators02Add personnel, certifications, and sign-in accessCreate a complete member record, assign roles, add qualifications, and confirm the invitation. 8 min · Administrators03Configure general settings, time, and modulesSet the department-wide values other modules rely on before rollout. 8 min · Administrators04Publish, target, and track an announcementCreate a Dept Communications announcement with scheduling, audience, and acknowledgement tracking. 8 min · Administrators05Send a scheduled or recurring email to members or rolesEmail named members or whole roles now, later, or on a repeating schedule from Dept Communications. 8 min · Administrators06Build, test, and publish a workflowAutomate a department process with triggers, actions, approvals, and simulated test runs. 8 min · Administrators
What it covers

Module capabilities

Administrator setup

Before your department relies on it

  1. 1

    Confirm the department timezone before scheduling messages or importing dated records.

  2. 2

    Define stations and apparatus before configuring modules that use those lists.

  3. 3

    Create roles around job responsibilities; avoid giving broad administrator access for one missing action.

  4. 4

    Grant own-record permissions when a member should not see department-wide records.

  5. 5

    Disable departed members instead of deleting them so their history stays intact.

  6. 6

    Run every new workflow as a test run before publishing it.

Where to go

Portal destinations

These destinations appear only when the module is enabled and your roles grant the required access.

AreaPortal path
Dashboard/dashboard
Dept Communications/announcements
Scheduled emails/announcements?view=scheduled-emails
Calendar/calendar
My Profile/profile
Personal settings/settings/appearance
Personnel/settings/users
Add personnel/settings/users/new
Certification Hub/settings/users/certifications
Roles & Permissions/settings/roles
General settings/settings/general
Modules/settings/modules
Workflows/settings/automations/workflows
Workflow approvals/settings/automations/workflows/approvals
Activity Log/settings/logs
AI Assistant/settings/ai-assistant
Support Hub/support-hub
Connected by design

Associated modules

Required modules must be enabled first. Related modules exchange data or extend the workflow when both are available.

Dependencies

No module dependenciesCore is always available as the portal foundation.
Common questions

Answers before you get stuck

Why can’t a member see a feature?

The module must be included in the subscription and enabled, and the member must hold the exact action permission through at least one role.

Should I delete someone who left?

Usually no. Disable the account to block access while keeping schedules, time, training, approvals, and audit history.

How long are activity logs kept?

Critical entries are kept permanently. Routine entries are removed after about two months.

Where did Settings → Automations go?

It now opens Workflows. Scheduled and repeating emails to members or roles are sent from Dept Communications.

Step-by-step help

Detailed Core guides

Log in at go.stationclipboard.comWhere the portal lives, what you type on the sign-in screen, and how the mobile app fits in.Everyone · 3 min readReset your password and set up 2FARecover access to your account and add a second sign-in step.Everyone · 4 min readNavigate the dashboard and portalLearn how the sidebar is organized and where your personal pages, modules, and alerts live.Everyone · 4 min readManage your profile, appearance, and notificationsUpdate personal details, choose light or dark mode, and control notifications and calendar feeds.Everyone · 3 min readUse the department calendarSee shifts, training, meetings, and department events in one place and subscribe from your own calendar app.Everyone · 3 min readUnderstand roles, permissions, and feature accessThe essential admin guide to granting exactly the access a member needs.Administrators · 6 min readAdd, invite, disable, and manage personnelKeep member accounts accurate without losing operational history.Administrators · 5 min readConfigure general settings and modulesSet department-wide behavior, turn modules on, and ask for a module you don’t have.Administrators · 5 min readRequest a custom moduleTell Station Clipboard about a workflow you need built inside your portal.Administrators · 3 min readFind announcements, chat, and department messagesKnow where department updates, channel conversations, and requests live now that Spaces has been retired.Everyone · 4 min readAutomate work with WorkflowsBuild, test, and publish an automation, then watch its runs and approvals.Administrators · 5 min readUse Sparky, the portal AI assistantGet permission-aware help and confirm every change before it happens.Everyone · 5 min readWhy a page, button, or module is missingCheck subscription, module state, dependencies, permissions, and screen size.Everyone · 4 min readTroubleshoot notifications, email, and mobile pushCheck unread alerts, your email address, and phone notification settings.Everyone · 4 min readUnderstand activity logs and audit historyKnow what is recorded, how long logs are kept, and where record history lives.Administrators · 4 min readCreate a role and grant exact permissionsBuild a role around real responsibilities, test it safely, and avoid accidental department-wide access.Administrators · 8 min readAdd personnel, certifications, and sign-in accessCreate a complete member record, assign roles, add qualifications, and confirm the invitation.Administrators · 8 min readConfigure general settings, time, and modulesSet the department-wide values other modules rely on before rollout.Administrators · 8 min readPublish, target, and track an announcementCreate a Dept Communications announcement with scheduling, audience, and acknowledgement tracking.Administrators · 8 min readSend a scheduled or recurring email to members or rolesEmail named members or whole roles now, later, or on a repeating schedule from Dept Communications.Administrators · 8 min readBuild, test, and publish a workflowAutomate a department process with triggers, actions, approvals, and simulated test runs.Administrators · 8 min read