# OpsScreen FAQ & Glossary OpsScreen is a training and education tool only. Users must follow applicable law, policy, regulations, and humane treatment standards. OpsScreen does not authorize real-world interrogation, detention, intelligence collection, or operational use. Do not enter live operational data, real detainee or prisoner information, intelligence case data, coercive questioning notes, targeting labels, threat scores, or real personal data from actual incidents. Use fictional names, fictional case details, and classroom-safe exercise data only. ## Topics ### Getting Started - [What is OpsScreen?](#what-is-opsscreen) - [Who should use OpsScreen?](#who-should-use-opsscreen) - [How do I activate an account?](#how-do-i-activate-an-account) - [How do I sign in?](#how-do-i-sign-in) - [How do I reset my password?](#how-do-i-reset-my-password) - [What should I do first after signing in?](#what-should-i-do-first-after-signing-in) ### Workspace, Organizations, and Scenarios - [What is a workspace?](#what-is-a-workspace) - [What is an organization?](#what-is-an-organization) - [What is a scenario?](#what-is-a-scenario) - [Why does Scenario say None available?](#why-does-scenario-say-none-available) - [What are join codes?](#what-are-join-codes) - [How do I join an organization?](#how-do-i-join-an-organization) - [How do I join a scenario?](#how-do-i-join-a-scenario) ### Roles and Permissions - [What can a Super Admin do?](#what-can-a-super-admin-do) - [What can an Organization Admin do?](#what-can-an-organization-admin-do) - [What can Members, Instructors, and EXCON users do?](#what-can-members-instructors-and-excon-users-do) - [Why can I not see a tab or action?](#why-can-i-not-see-a-tab-or-action) ### Records and Forms - [What are Records?](#what-are-records) - [How do I create a record?](#how-do-i-create-a-record) - [How does draft auto-save work?](#how-does-draft-auto-save-work) - [Where are records saved?](#where-are-records-saved) - [What happens after I click Save Report?](#what-happens-after-i-click-save-report) - [How do I add more information for the same person?](#how-do-i-add-more-information-for-the-same-person) - [Which form and report types are supported?](#which-form-and-report-types-are-supported) - [Why did a record section appear or disappear?](#why-did-a-record-section-appear-or-disappear) - [What fields can a record include?](#what-fields-can-a-record-include) - [What are checklist indicators?](#what-are-checklist-indicators) - [What is the record status workflow?](#what-is-the-record-status-workflow) - [How do I edit, delete, or print a record?](#how-do-i-edit-delete-or-print-a-record) - [How do I export records?](#how-do-i-export-records) ### References - [What is the References tab?](#what-is-the-references-tab) - [How do I search references?](#how-do-i-search-references) - [Which references are included?](#which-references-are-included) ### Admin Tasks - [How do I add a member?](#how-do-i-add-a-member) - [How do I create a scenario?](#how-do-i-create-a-scenario) - [How do I delete a scenario?](#how-do-i-delete-a-scenario) - [How do I delete an organization?](#how-do-i-delete-an-organization) - [Why can I not remove a user?](#why-can-i-not-remove-a-user) ### Offline Use and Sync - [Can I use OpsScreen offline?](#can-i-use-opsscreen-offline) - [What should I do before going offline?](#what-should-i-do-before-going-offline) - [What do Pending sync and Failed sync mean?](#what-do-pending-sync-and-failed-sync-mean) ### Troubleshooting - [Why did I not receive a verification or reset email?](#why-did-i-not-receive-a-verification-or-reset-email) - [Why does OpsScreen say an account already exists?](#why-does-opsscreen-say-an-account-already-exists) - [Why can I not find a reference?](#why-can-i-not-find-a-reference) - [What data is prohibited?](#what-data-is-prohibited) ### Glossary - [Glossary](#glossary) ## Getting Started ### What is OpsScreen? OpsScreen is a training-only web app for managing organizations, scenarios, members, synthetic screening records, and training references. It is intended for classroom, exercise, and scenario-based practice only. ### Who should use OpsScreen? OpsScreen is for training users such as: - Super Admins - Organization Admins - Instructors - EXCON users - Scenario members All users must use fictional or synthetic training data. ### How do I activate an account? Production accounts are normally created by an admin first. 1. An admin adds your name and email. 2. Open OpsScreen. 3. Select `Create Account`. 4. Enter the same email address the admin added. 5. Set a password. 6. Open the verification email. 7. Sign in. ### How do I sign in? 1. Go to `Account`. 2. Enter your email and password. 3. Select your organization and scenario in `Workspace`. If your account is not verified, OpsScreen sends another verification email when you try to sign in. ### How do I reset my password? 1. Go to `Account`. 2. Use `Reset password`. 3. Enter your email. 4. Open the reset link from your email. 5. Set a new password. ### What should I do first after signing in? Select your active workspace: 1. Go to `Workspace`. 2. Choose an `Organization`. 3. Choose a `Scenario`. 4. Use `Refresh Workspace` if the latest data is not visible. ## Workspace, Organizations, and Scenarios ### What is a workspace? Your workspace is the current organization and scenario you are working in. It controls: - Which records you see - Where new records are saved - Which admin tools apply - Which context appears in exports ### What is an organization? An organization is a unit, class, team, or training group. Organizations contain scenarios, members, and records. ### What is a scenario? A scenario is a training event or exercise context inside one organization. Scenarios do not move across organizations. A user must belong to the owning organization and scenario to see that scenario’s records. ### Why does Scenario say None available? Common reasons: - No scenario exists in the selected organization. - You joined the organization but not a scenario. - You selected the wrong organization. - Your scenario access has not been assigned yet. ### What are join codes? OpsScreen uses two join code types: - Organization join codes add users to organizations. - Scenario join codes add users to scenarios inside organizations they can access. ### How do I join an organization? 1. Get an organization join code from an admin. 2. Go to `Join`. 3. Enter the organization join code. 4. Click `Join Org`. ### How do I join a scenario? 1. Join the organization that owns the scenario. 2. Get the scenario join code from an admin. 3. Go to `Join`. 4. Enter the scenario join code. 5. Click `Join Scenario`. ## Roles and Permissions ### What can a Super Admin do? Super Admins have OpsScreen-wide scope. They can: - Create organizations - Activate or deactivate organizations - Delete empty organizations - Assign or remove organization admins - View users and organization status - Manage scenarios across organizations ### What can an Organization Admin do? Organization Admins manage only assigned organizations. They can: - Add members - Create scenarios - Assign organization roles - Remove members when allowed - Review records for their organization ### What can Members, Instructors, and EXCON users do? These users work inside joined organizations and scenarios. Depending on permissions, they can: - Join organizations - Join scenarios - Create records - Edit their own records - Review scenario records when allowed ### Why can I not see a tab or action? Tabs and actions are role-based. If you cannot see `Manage`, `Audit`, or a specific action, your role may not allow it in the selected workspace. ## Records and Forms ### What are Records? Records are synthetic, scenario-scoped training reports. They digitally capture manual screening-form information for classroom and exercise use. ### How do I create a record? 1. Select the correct organization and scenario. 2. Go to `Records`. 3. Choose `Form / report type`. 4. Fill out the visible sections. 5. Confirm the record contains synthetic training data only. 6. Click `Save Report`. While you work, OpsScreen auto-saves draft progress locally in your browser. Draft auto-save does not create a scenario submission. Only `Save Report` creates the official saved report in `Scenario Submissions`. After saving, OpsScreen clears the form so you can start the next report. This does not delete the saved report. The saved report appears in `Scenario Submissions` for the selected organization and scenario, and it is briefly highlighted so you can see where it went. ### How does draft auto-save work? Draft auto-save protects in-progress work while you are filling out a report. - Drafts are saved locally in the browser for the active user, organization, and scenario. - Drafts are labeled as `Draft auto-saved` or `Draft restored`. - Drafts are not official scenario submissions. - Drafts do not appear in `Scenario Submissions`. - If you refresh or return to the same scenario, OpsScreen restores the local draft when available. - Use `Discard Draft` to clear the local in-progress draft without creating a scenario submission. Do not use draft auto-save as a final report. Click `Save Report` when the report is ready to become an official scenario submission. ### Where are records saved? OpsScreen uses two different storage paths: | Action | Where it saves | | --- | --- | | Typing in a form | Local browser draft | | Draft auto-save | Local browser only | | `Discard Draft` | Removes the local browser draft | | `Save Report` | Backend database | | `Update Report` | Backend database | | `Save Report` while offline | Local queue first, then backend database after sync | Saved scenario submissions are stored in the backend database. ### What happens after I click Save Report? The record button changes based on what you are doing: - `Save Report` creates a new official scenario submission. - `Update Report` updates the saved report currently loaded into the form. The note beside the button explains the behavior: draft progress auto-saves locally, but saving creates or updates the official scenario submission. If you are creating a new record: 1. OpsScreen saves the report to the selected organization and scenario. 2. The form clears. 3. The saved report appears in `Scenario Submissions` and is briefly highlighted. 4. You can start a new report without accidentally overwriting the one you just saved. The cleared form is expected behavior. It means OpsScreen is ready for the next entry. You should also see this message: `Report saved to Scenario Submissions. The form was cleared for the next entry. Use Edit below to update the saved report.` ### How do I add more information for the same person? Use `Edit` when you want to keep working on the same saved record. 1. Go to `Records`. 2. Find the saved record in the list. 3. Click `Edit`. 4. Add or change the information in the form. 5. Confirm the synthetic-data checkbox again. 6. Click `Update Report`. That updates the existing report instead of creating a new one. After updating, OpsScreen clears the form again and briefly highlights the updated report in the list. You should see this message: `Report updated in Scenario Submissions. The form was cleared. Use Edit to make more changes.` If you need a separate report for the same person, create a new record and use the same mock subject ID or name. For example, one person may have a Preliminary Screening Sheet, a SALUTE Report, and a SPOTREP as separate training records. ### Which form and report types are supported? | Record Type | Visible Sections | | --- | --- | | Preliminary Screening Sheet | General screening fields and checklist indicators | | DA Form 4237-R Detainee/Suspect Screening Report | Screening fields, checklist indicators, and DA Form 4237-R personnel record details | | SPOT Report / SPOTREP | SPOTREP event, action, and 5Ws + How fields | | SALUTE Report | Size, Activity, Location, Unit, Time, Equipment fields | | Captured Document Report | Document ID and disposition fields | | Screening Checklist | Checklist indicators and Pre-Screening Questionnaire details | ### Why did a record section appear or disappear? The form changes based on `Form / report type`. For example: - `SALUTE Report` shows SALUTE fields. - `SPOT Report / SPOTREP` shows SPOTREP fields, including Who, What, Where, When, Why, and How. - `Captured Document Report` shows document fields. - `DA Form 4237-R Detainee/Suspect Screening Report` shows DA Form 4237-R personnel record fields from the attached form, including internment serial number, capture data, identity data, military/civilian background, addresses, effects, medical/custody details, transfer/repatriation fields, and remarks. - Preliminary and checklist-style records show checklist indicators. - `Screening Checklist` also shows Pre-Screening Questionnaire fields for MP/ISN number, evacuation date, personal data, military/civilian background, capture data, assessment data, special handling codes, PIR/IR, and remarks. ### What fields can a record include? Records can include: - Scenario - Source type - Other source type notes - Mock subject or person being screened - Date/time - Location - Screener - Unit/team - Language support - Other language support notes - Narrative notes - Pre-Screening Questionnaire details when using `Screening Checklist` - DA Form 4237-R personnel record details when using `DA Form 4237-R Detainee/Suspect Screening Report` - Source reliability - Information credibility - Status - Referral or follow-up details ### What are checklist indicators? Checklist indicators are classroom review aids. They are not threat scores, risk ratings, targeting labels, or operational determinations. Examples: - Identity requires follow-up - Travel route requires clarification - Medical or protection referral - Document or media item collected - Instructor review needed ### What is the record status workflow? Records move through: 1. `Draft` 2. `Reviewed` 3. `Submitted` 4. `Archived` Saved records show a button for the next available status. ### How do I edit, delete, or print a record? Go to `Records`, find the saved record, then use: - `Edit` to load the record back into the form so you can update it - `Print` to open a print-friendly view - `Delete` to remove the record, if allowed - `Mark Reviewed`, `Mark Submitted`, or `Mark Archived` to advance workflow status When you click `Edit`, OpsScreen fills the form with the saved record and changes the button from `Save Report` to `Update Report`. After you make changes, click `Update Report`. The record list updates with the new information, the updated record is briefly highlighted, and the form clears again so you do not accidentally continue editing the same report. ### How do I export records? Use the export buttons in `Records`. Available exports: - CSV - JSON - PDF report - Instructor summary ## References ### What is the References tab? `References` contains training doctrine, blank form references, and lawful-treatment reminders. References open in a new browser tab. ### How do I search references? Use `Search references`. Useful terms include: - `SALUTE` - `SPOTREP` - `document` - `4237` - `HUMINT` - `lawful` ### Which references are included? - FM 2-22.3 Human Intelligence Collector Operations - DA Form 4237-R - Pre-Screening Questionnaire, including the screening sheet preview image - SPOT Report / SPOTREP - SALUTE Report - TC 2-91.8 Document and Media Exploitation - Commander’s Guide HUMINT - FM 34-60 Appendix A historical reference - Lawful Treatment Reminder ## Admin Tasks ### How do I add a member? 1. Select your organization in `Workspace`. 2. Go to `Manage`. 3. Use `Add member`. 4. Enter rank, name, email, and initial role. 5. Click `Add User`. OpsScreen does not automatically email the member. Tell the member to open OpsScreen and use `Create Account` with the same email address. ### How do I create a scenario? Scenario creation uses two separate areas: - `Access Workspace` is where you choose which organization you are working in. - `Manage` is where you create the scenario for the selected organization. Organization Admins may manage one organization or more than one organization. If you manage more than one, choose the organization that should own the new scenario before creating it. 1. Go to `Workspace`. 2. In `Access Workspace`, choose the correct `Organization` from the dropdown. 3. Go to `Manage`. 4. Use `Create scenario`. 5. Enter a scenario name and optional description. 6. Click `Create Scenario`. OpsScreen generates a scenario join code. ### How do I delete a scenario? A scenario must be empty first. Before deleting, resolve: - Scenario records - Pending sync records - Scenario members, if needed Export records first if instructors need a copy. ### How do I delete an organization? An organization must be empty first. Remove related: - Scenarios - Members - Memberships - Records ### Why can I not remove a user? Users can be removed only when they are not assigned to organizations, scenarios, or records, and only by roles allowed to remove them. ## Offline Use and Sync ### Can I use OpsScreen offline? OpsScreen can support offline continuation after the app has already been loaded once. Users cannot fully connect to OpsScreen for the first time while offline. Login, organization access, scenario access, account creation, password reset, email verification, and admin changes require the backend. Current practical model: - Open OpsScreen while online. - Sign in while online. - Select the correct organization and scenario. - Let the browser cache the app shell and workspace context. - If the network drops, keep working in `Records`. - Record changes can queue locally and sync when the network returns. - Draft auto-save is local, so in-progress report work can continue offline in the same browser and device. What works offline: - Filling out report forms already loaded in the browser. - Local draft auto-save. - Creating report submissions that queue for later sync. - Updating queued or local records. - Deleting records or advancing status, depending on the record state. - Viewing cached app assets and cached workspace data. What does not work offline: - First-time login. - Account creation. - Password reset. - Email verification. - Joining organizations or scenarios. - Loading a scenario that was never opened before. - Switching to data that was not previously cached. - Cross-device draft recovery. - Server-side admin changes. ### What should I do before going offline? 1. Open OpsScreen while online. 2. Sign in. 3. Select the organization and scenario you will work in. 4. Open `Records`. 5. Confirm the scenario submissions load. 6. Keep using the same browser and device. 7. Fill reports while offline. 8. Use `Save Report`; OpsScreen queues the submission if the network is unavailable. 9. When online again, use `Refresh Workspace` or wait for automatic sync. Offline use is for prepared, same-device field work. It is not for first-time access or backend-dependent account, organization, or scenario setup. ### What do Pending sync and Failed sync mean? `Pending sync` means the action is stored in the browser and waiting to upload. `Failed sync` means OpsScreen tried to upload the action, but the backend rejected it or a conflict was detected. Do not clear browser storage, uninstall the app, or switch devices while records are pending. ## Troubleshooting ### Why did I not receive a verification or reset email? Check spam or junk mail first. If email still does not arrive, ask an administrator to check: - `RESEND_API_KEY` - `EMAIL_FROM` - Verified sender/domain settings in the email provider ### Why does OpsScreen say an account already exists? That email already has an active OpsScreen account. Use `Sign In` or `Reset password`. ### Why can I not find a reference? Clear `Search references`, then try broader terms such as `document`, `SALUTE`, `SPOT`, `4237`, or `lawful`. ### What data is prohibited? Do not enter: - Real detainee or prisoner information - Live operational data - Intelligence case data - Real personal data from actual incidents - Coercive questioning notes - Threat scoring or targeting labels ## Glossary | Term | Definition | | --- | --- | | Account | A signed-in OpsScreen user profile | | Audit | A record of important actions in the app | | Captured Document Report | A training record type for document handling notes | | EXCON | Exercise control user role | | Failed sync | Offline record action that did not upload successfully | | Form / report type | The selected record template in the Records tab | | Information credibility | A training field for assessing reported information quality when appropriate | | Join code | A code used to join an organization or scenario | | Member | A user working inside joined organizations and scenarios | | Organization | A unit, class, team, or training group | | Organization Admin | A user who manages one or more assigned organizations | | Pending sync | Offline record action waiting to upload | | Record | A synthetic scenario-scoped screening report | | References | Training doctrine, blank forms, and reminder cards | | SALUTE | Size, Activity, Location, Unit, Time, Equipment | | Scenario | A training event or exercise context inside one organization | | Source reliability | A training field for assessing source reliability when appropriate | | SPOTREP | Spot report / event report | | Super Admin | A user with OpsScreen-wide administration scope | | Workspace | The selected organization and scenario context |