Learning path
Administrator
Set up your department, organize people and units, and understand how settings affect daily work.
Learn Resgrid. Support your department.
Build confidence in every part of your operation.
Learn what Resgrid does, how to configure it, and how each choice helps your people work together. Follow a learning path or go straight to the task you need.
Choose your learning path
Learning path
Dispatcher
Coordinate calls, find available resources, and follow communications and response status.
Learning path
Member
Use your apps, update availability, follow shifts, and complete assigned learning and checks.
Learning path
Specialist
Manage equipment, inventory, records, deployments and supporting department workflows.
Video lesson
Resgrid: from the first alert to the next shift
All department roles
Read the transcript
Apply this lesson to your department
- Community paramedicine and mental health response
- Choose the appropriate EMS or mobile-crisis operating pack and review visit coverage and notification setup.
- Search and rescue
- Choose Search and rescue, then review mapping, training, inventory and deployments.
- Security companies and departments
- Choose Security and facilities, then review site groups, patrol staffing and activity records.
- Wildland contractors
- Use the Fire context with Contract workforce mix; review seasonal crews and deployment dates.
- Industrial emergency response teams
- Choose Industrial response and applicable HazMat context; review facility groups, equipment and qualifications.
Explore the system
Video lessons
Learn the purpose, setup decisions and practical use of each area.
orientation
Resgrid: from the first alert to the next shift
people
Build a roster dispatch can use
security
Configure a department and protect access
units
Represent apparatus, crews, and GPS devices
apps
Put the right Resgrid app on each device
calls
Take an incident from intake to closeout
communication
Make alerts reach the intended audience
mapping
Make location information useful and current
shifts
Plan coverage and keep dispatch aligned
training
Assign learning and track qualifications
knowledge
Give members a dependable reference library
checklists
Record routine checks and missed work
maintenance
Turn defects into accountable repairs
inventory
Know what is available, issued, and expiring
records
Keep incident and prevention records reviewable
deployments
Keep deployment activity and cost evidence together
business
Connect service activity to costs and billing
automation
Automate a repeatable task with visible outcomes
ptt
Set up voice channels for team coordination
adp
Plan protected-data access and recovery
plans
Match subscription capacity to the roster
ai
Understand AI availability and human review
relay
Relay: bring an audio dispatch feed into Resgrid
self hosting
Self-hosting: configuration and operating responsibilities
See the steps in Resgrid
Configuration walkthroughs
Follow the Setup Wizard, department settings, custom statuses, dispatch, chat, Assistant and Admin Assist using a fictional department.
Watch the walkthroughs → Follow a connected department workflowFind the right tool
Feature guides
Understand what a feature does, which problem it solves and how to prepare it.
Personnel
Member accounts, contact details and status.
Why it helps
Dispatch, notifications, permissions and reports all start from who belongs to which group, so set this up first.
How to configure it
Invite members or add them directly, then check that each has a mobile number or email address.
Examples for other departments
- Community paramedicine and mental health response
- Personnel: Create operational roles for clinicians and peer responders, then track credentials separately; membership does not establish clinical scope.
- Search and rescue
- Personnel: Use roles such as Search Team Leader and Navigation Specialist; review current qualifications and actual availability before assignment.
- Security companies and departments
- Personnel: Use Patrol Officer and Site Supervisor roles; scope group administration to the intended site and reserve department administration for department-wide ownership.
- Wildland contractors
- Personnel: Use Crew Leader, Saw Operator and Driver roles; review seasonal roster membership and current credentials before deployment.
- Industrial emergency response teams
- Personnel: Use ERT Leader, HazMat Technician and Equipment Operator roles; role labels do not replace qualification review.
Manage Invites
Email invitations for new members to join the department.
Why it helps
Dispatch, notifications, permissions and reports all start from who belongs to which group, so set this up first.
How to configure it
Send invitations and follow up on any that have not been accepted.
Examples for other departments
- Community paramedicine and mental health response
- Manage Invites: Create operational roles for clinicians and peer responders, then track credentials separately; membership does not establish clinical scope.
- Search and rescue
- Manage Invites: Use roles such as Search Team Leader and Navigation Specialist; review current qualifications and actual availability before assignment.
- Security companies and departments
- Manage Invites: Use Patrol Officer and Site Supervisor roles; scope group administration to the intended site and reserve department administration for department-wide ownership.
- Wildland contractors
- Manage Invites: Use Crew Leader, Saw Operator and Driver roles; review seasonal roster membership and current credentials before deployment.
- Industrial emergency response teams
- Manage Invites: Use ERT Leader, HazMat Technician and Equipment Operator roles; role labels do not replace qualification review.
Groups & Stations
Stations and groups that organize members and units.
Why it helps
Dispatch, notifications, permissions and reports all start from who belongs to which group, so set this up first.
How to configure it
Create a station group for each station with its address, and organizational groups for teams, then add members.
Examples for other departments
- Community paramedicine and mental health response
- Groups & Stations: Create operational roles for clinicians and peer responders, then track credentials separately; membership does not establish clinical scope.
- Search and rescue
- Groups & Stations: Use roles such as Search Team Leader and Navigation Specialist; review current qualifications and actual availability before assignment.
- Security companies and departments
- Groups & Stations: Use Patrol Officer and Site Supervisor roles; scope group administration to the intended site and reserve department administration for department-wide ownership.
- Wildland contractors
- Groups & Stations: Use Crew Leader, Saw Operator and Driver roles; review seasonal roster membership and current credentials before deployment.
- Industrial emergency response teams
- Groups & Stations: Use ERT Leader, HazMat Technician and Equipment Operator roles; role labels do not replace qualification review.
Personnel roles
Roles such as Firefighter, EMT or Officer.
Why it helps
Describe responsibility consistently without assuming that a role proves qualification.
How to configure it
Create the roles you dispatch or report on, and assign them to members.
Examples for other departments
- Community paramedicine and mental health response
- Personnel roles: Create operational roles for clinicians and peer responders, then track credentials separately; membership does not establish clinical scope.
- Search and rescue
- Personnel roles: Use roles such as Search Team Leader and Navigation Specialist; review current qualifications and actual availability before assignment.
- Security companies and departments
- Personnel roles: Use Patrol Officer and Site Supervisor roles; scope group administration to the intended site and reserve department administration for department-wide ownership.
- Wildland contractors
- Personnel roles: Use Crew Leader, Saw Operator and Driver roles; review seasonal roster membership and current credentials before deployment.
- Industrial emergency response teams
- Personnel roles: Use ERT Leader, HazMat Technician and Equipment Operator roles; role labels do not replace qualification review.
Add Person
Create a member account directly instead of sending an invitation.
Why it helps
Dispatch, notifications, permissions and reports all start from who belongs to which group, so set this up first.
How to configure it
Have your member list with email addresses or mobile numbers, and decide how stations or teams are grouped.
Examples for other departments
- Community paramedicine and mental health response
- Add Person: Create operational roles for clinicians and peer responders, then track credentials separately; membership does not establish clinical scope.
- Search and rescue
- Add Person: Use roles such as Search Team Leader and Navigation Specialist; review current qualifications and actual availability before assignment.
- Security companies and departments
- Add Person: Use Patrol Officer and Site Supervisor roles; scope group administration to the intended site and reserve department administration for department-wide ownership.
- Wildland contractors
- Add Person: Use Crew Leader, Saw Operator and Driver roles; review seasonal roster membership and current credentials before deployment.
- Industrial emergency response teams
- Add Person: Use ERT Leader, HazMat Technician and Equipment Operator roles; role labels do not replace qualification review.
New Group
Create a station or group.
Why it helps
Dispatch, notifications, permissions and reports all start from who belongs to which group, so set this up first.
How to configure it
Have your member list with email addresses or mobile numbers, and decide how stations or teams are grouped.
Examples for other departments
- Community paramedicine and mental health response
- New Group: Create operational roles for clinicians and peer responders, then track credentials separately; membership does not establish clinical scope.
- Search and rescue
- New Group: Use roles such as Search Team Leader and Navigation Specialist; review current qualifications and actual availability before assignment.
- Security companies and departments
- New Group: Use Patrol Officer and Site Supervisor roles; scope group administration to the intended site and reserve department administration for department-wide ownership.
- Wildland contractors
- New Group: Use Crew Leader, Saw Operator and Driver roles; review seasonal roster membership and current credentials before deployment.
- Industrial emergency response teams
- New Group: Use ERT Leader, HazMat Technician and Equipment Operator roles; role labels do not replace qualification review.
Department Settings
Department address, time zone and core settings.
Why it helps
Sets the time zone and address everything else uses, and keeps administrative access limited and recoverable.
How to configure it
Confirm the address and time zone; dates, maps and schedules depend on them.
Examples for other departments
- Community paramedicine and mental health response
- Department Settings: Set the local time zone for scheduled outreach visits; review whether a daily reset would incorrectly mark an occupied response team available.
- Search and rescue
- Department Settings: Choose availability reset rules that suit volunteers and overnight searches; avoid implying that a remote volunteer has arrived at staging.
- Security companies and departments
- Department Settings: Set patrol-day boundaries and display order; review staffing suppression before excluding an off-duty patrol member from alerts.
- Wildland contractors
- Department Settings: Review reset times across overnight assignments and the deployment time zone before changing contractor crew availability.
- Industrial emergency response teams
- Department Settings: Align display time with plant shifts and review automatic resets before overwriting a team engaged in an extended incident.
Module settings
Turn optional modules on or off for the department.
Why it helps
Reduce navigation clutter while understanding retained data and add-on prerequisites.
How to configure it
Hide modules you will not use so members see a simpler menu.
Examples for other departments
- Community paramedicine and mental health response
- Module settings: Set the local time zone for scheduled outreach visits; review whether a daily reset would incorrectly mark an occupied response team available.
- Search and rescue
- Module settings: Choose availability reset rules that suit volunteers and overnight searches; avoid implying that a remote volunteer has arrived at staging.
- Security companies and departments
- Module settings: Set patrol-day boundaries and display order; review staffing suppression before excluding an off-duty patrol member from alerts.
- Wildland contractors
- Module settings: Review reset times across overnight assignments and the deployment time zone before changing contractor crew availability.
- Industrial emergency response teams
- Module settings: Align display time with plant shifts and review automatic resets before overwriting a team engaged in an extended incident.
Permissions
Who can create calls, see personal information and perform other sensitive actions.
Why it helps
Review who can perform sensitive work and which resources they may see.
How to configure it
Review each permission; some default to every member.
Examples for other departments
- Community paramedicine and mental health response
- Permissions: Set the local time zone for scheduled outreach visits; review whether a daily reset would incorrectly mark an occupied response team available.
- Search and rescue
- Permissions: Choose availability reset rules that suit volunteers and overnight searches; avoid implying that a remote volunteer has arrived at staging.
- Security companies and departments
- Permissions: Set patrol-day boundaries and display order; review staffing suppression before excluding an off-duty patrol member from alerts.
- Wildland contractors
- Permissions: Review reset times across overnight assignments and the deployment time zone before changing contractor crew availability.
- Industrial emergency response teams
- Permissions: Align display time with plant shifts and review automatic resets before overwriting a team engaged in an extended incident.
Two-Factor Authentication
Two-factor sign-in for member accounts.
Why it helps
Sets the time zone and address everything else uses, and keeps administrative access limited and recoverable.
How to configure it
Enroll every administrator in two-factor sign-in.
Examples for other departments
- Community paramedicine and mental health response
- Two-Factor Authentication: Set the local time zone for scheduled outreach visits; review whether a daily reset would incorrectly mark an occupied response team available.
- Search and rescue
- Two-Factor Authentication: Choose availability reset rules that suit volunteers and overnight searches; avoid implying that a remote volunteer has arrived at staging.
- Security companies and departments
- Two-Factor Authentication: Set patrol-day boundaries and display order; review staffing suppression before excluding an off-duty patrol member from alerts.
- Wildland contractors
- Two-Factor Authentication: Review reset times across overnight assignments and the deployment time zone before changing contractor crew availability.
- Industrial emergency response teams
- Two-Factor Authentication: Align display time with plant shifts and review automatic resets before overwriting a team engaged in an extended incident.
Security and session policy
Two-factor requirements, password rules and session limits.
Why it helps
Review lockout and recovery risks with an enrolled administrator.
How to configure it
Require two-factor sign-in for administrators and review password and session rules.
Examples for other departments
- Community paramedicine and mental health response
- Security and session policy: Set the local time zone for scheduled outreach visits; review whether a daily reset would incorrectly mark an occupied response team available.
- Search and rescue
- Security and session policy: Choose availability reset rules that suit volunteers and overnight searches; avoid implying that a remote volunteer has arrived at staging.
- Security companies and departments
- Security and session policy: Set patrol-day boundaries and display order; review staffing suppression before excluding an off-duty patrol member from alerts.
- Wildland contractors
- Security and session policy: Review reset times across overnight assignments and the deployment time zone before changing contractor crew availability.
- Industrial emergency response teams
- Security and session policy: Align display time with plant shifts and review automatic resets before overwriting a team engaged in an extended incident.
Single sign-on and provisioning
Let members sign in through your identity provider, with optional automatic account provisioning.
Why it helps
Review identity mapping, local fallback and recovery before enforcing SSO.
How to configure it
Know your department address and time zone, and choose at least two people who will administer Resgrid.
Examples for other departments
- Community paramedicine and mental health response
- Single sign-on and provisioning: Set the local time zone for scheduled outreach visits; review whether a daily reset would incorrectly mark an occupied response team available.
- Search and rescue
- Single sign-on and provisioning: Choose availability reset rules that suit volunteers and overnight searches; avoid implying that a remote volunteer has arrived at staging.
- Security companies and departments
- Single sign-on and provisioning: Set patrol-day boundaries and display order; review staffing suppression before excluding an off-duty patrol member from alerts.
- Wildland contractors
- Single sign-on and provisioning: Review reset times across overnight assignments and the deployment time zone before changing contractor crew availability.
- Industrial emergency response teams
- Single sign-on and provisioning: Align display time with plant shifts and review automatic resets before overwriting a team engaged in an extended incident.
Audit history
See who changed department settings and when.
Why it helps
Identify what changed and who should verify the effect.
How to configure it
Know your department address and time zone, and choose at least two people who will administer Resgrid.
Examples for other departments
- Community paramedicine and mental health response
- Audit history: Set the local time zone for scheduled outreach visits; review whether a daily reset would incorrectly mark an occupied response team available.
- Search and rescue
- Audit history: Choose availability reset rules that suit volunteers and overnight searches; avoid implying that a remote volunteer has arrived at staging.
- Security companies and departments
- Audit history: Set patrol-day boundaries and display order; review staffing suppression before excluding an off-duty patrol member from alerts.
- Wildland contractors
- Audit history: Review reset times across overnight assignments and the deployment time zone before changing contractor crew availability.
- Industrial emergency response teams
- Audit history: Align display time with plant shifts and review automatic resets before overwriting a team engaged in an extended incident.
Account sessions and recovery
Your own sign-in sessions, password and two-factor settings.
Why it helps
Keep personal account recovery distinct from department-wide settings.
How to configure it
Know your department address and time zone, and choose at least two people who will administer Resgrid.
Examples for other departments
- Community paramedicine and mental health response
- Account sessions and recovery: Set the local time zone for scheduled outreach visits; review whether a daily reset would incorrectly mark an occupied response team available.
- Search and rescue
- Account sessions and recovery: Choose availability reset rules that suit volunteers and overnight searches; avoid implying that a remote volunteer has arrived at staging.
- Security companies and departments
- Account sessions and recovery: Set patrol-day boundaries and display order; review staffing suppression before excluding an off-duty patrol member from alerts.
- Wildland contractors
- Account sessions and recovery: Review reset times across overnight assignments and the deployment time zone before changing contractor crew availability.
- Industrial emergency response teams
- Account sessions and recovery: Align display time with plant shifts and review automatic resets before overwriting a team engaged in an extended incident.
Setup help and support
Setup Wizard, Setup Report and Admin Assist.
Why it helps
Keep learning, configuration and verification as separate steps.
How to configure it
Know your department address and time zone, and choose at least two people who will administer Resgrid.
Examples for other departments
- Community paramedicine and mental health response
- Setup help and support: Set the local time zone for scheduled outreach visits; review whether a daily reset would incorrectly mark an occupied response team available.
- Search and rescue
- Setup help and support: Choose availability reset rules that suit volunteers and overnight searches; avoid implying that a remote volunteer has arrived at staging.
- Security companies and departments
- Setup help and support: Set patrol-day boundaries and display order; review staffing suppression before excluding an off-duty patrol member from alerts.
- Wildland contractors
- Setup help and support: Review reset times across overnight assignments and the deployment time zone before changing contractor crew availability.
- Industrial emergency response teams
- Setup help and support: Align display time with plant shifts and review automatic resets before overwriting a team engaged in an extended incident.
Units
Your apparatus, vehicles and response teams.
Why it helps
Units let dispatchers send the right resources and let everyone see which apparatus is available.
How to configure it
Add each unit with its type and home station group.
Examples for other departments
- Community paramedicine and mental health response
- Units: Model response areas or outreach teams as groups and mobile response vehicles as units; define team positions appropriate to the service.
- Search and rescue
- Units: Model bases and field teams as groups and search vehicles or boats as units; define team leader and operator positions.
- Security companies and departments
- Units: Model clients or sites as groups and patrol vehicles as units; check membership before applying site-scoped dispatch.
- Wildland contractors
- Units: Model bases and crews as groups and engines or support vehicles as units; require the appropriate driver or crew positions.
- Industrial emergency response teams
- Units: Model facilities or plants as groups and response vehicles or equipment as units; define operators and response-team positions.
Unit types
Categories such as Engine, Ladder or Ambulance.
Why it helps
Group comparable resources without assuming staffing or qualification.
How to configure it
Create unit types before adding units so each unit can be classified.
Examples for other departments
- Community paramedicine and mental health response
- Unit types: Model response areas or outreach teams as groups and mobile response vehicles as units; define team positions appropriate to the service.
- Search and rescue
- Unit types: Model bases and field teams as groups and search vehicles or boats as units; define team leader and operator positions.
- Security companies and departments
- Unit types: Model clients or sites as groups and patrol vehicles as units; check membership before applying site-scoped dispatch.
- Wildland contractors
- Unit types: Model bases and crews as groups and engines or support vehicles as units; require the appropriate driver or crew positions.
- Industrial emergency response teams
- Unit types: Model facilities or plants as groups and response vehicles or equipment as units; define operators and response-team positions.
Hardware location tracking
GPS devices that report unit locations.
Why it helps
Review device ownership, stale-position behavior and fallback sources.
How to configure it
Register each tracking device and link it to its unit.
Examples for other departments
- Community paramedicine and mental health response
- Hardware location tracking: Model response areas or outreach teams as groups and mobile response vehicles as units; define team positions appropriate to the service.
- Search and rescue
- Hardware location tracking: Model bases and field teams as groups and search vehicles or boats as units; define team leader and operator positions.
- Security companies and departments
- Hardware location tracking: Model clients or sites as groups and patrol vehicles as units; check membership before applying site-scoped dispatch.
- Wildland contractors
- Hardware location tracking: Model bases and crews as groups and engines or support vehicles as units; require the appropriate driver or crew positions.
- Industrial emergency response teams
- Hardware location tracking: Model facilities or plants as groups and response vehicles or equipment as units; define operators and response-team positions.
New Unit
Add an apparatus, vehicle or team.
Why it helps
Units let dispatchers send the right resources and let everyone see which apparatus is available.
How to configure it
List your apparatus or response teams with their types and home stations. Teams that respond only as individuals can mark this module not applicable.
Examples for other departments
- Community paramedicine and mental health response
- New Unit: Model response areas or outreach teams as groups and mobile response vehicles as units; define team positions appropriate to the service.
- Search and rescue
- New Unit: Model bases and field teams as groups and search vehicles or boats as units; define team leader and operator positions.
- Security companies and departments
- New Unit: Model clients or sites as groups and patrol vehicles as units; check membership before applying site-scoped dispatch.
- Wildland contractors
- New Unit: Model bases and crews as groups and engines or support vehicles as units; require the appropriate driver or crew positions.
- Industrial emergency response teams
- New Unit: Model facilities or plants as groups and response vehicles or equipment as units; define operators and response-team positions.
Unit Staffing
Assign crew members to units.
Why it helps
Units let dispatchers send the right resources and let everyone see which apparatus is available.
How to configure it
List your apparatus or response teams with their types and home stations. Teams that respond only as individuals can mark this module not applicable.
Examples for other departments
- Community paramedicine and mental health response
- Unit Staffing: Model response areas or outreach teams as groups and mobile response vehicles as units; define team positions appropriate to the service.
- Search and rescue
- Unit Staffing: Model bases and field teams as groups and search vehicles or boats as units; define team leader and operator positions.
- Security companies and departments
- Unit Staffing: Model clients or sites as groups and patrol vehicles as units; check membership before applying site-scoped dispatch.
- Wildland contractors
- Unit Staffing: Model bases and crews as groups and engines or support vehicles as units; require the appropriate driver or crew positions.
- Industrial emergency response teams
- Unit Staffing: Model facilities or plants as groups and response vehicles or equipment as units; define operators and response-team positions.
Responder application
The member app for receiving dispatches, responding and setting status.
Why it helps
Separate member device setup from department configuration and verify each member's channels.
How to configure it
Have every member install the Responder app, sign in and allow notifications.
Examples for other departments
- Community paramedicine and mental health response
- Responder application: Choose member, dispatch and display apps according to response-team duties; verify device registration and external providers separately.
- Search and rescue
- Responder application: Choose field-member, dispatch and coordination-display apps; verify location update and remote connectivity.
- Security companies and departments
- Responder application: Choose patrol-member, dispatcher and site-display apps; verify site scope and device registration.
- Wildland contractors
- Responder application: Choose crew-member, dispatch and coordination apps; verify device updates during remote assignments.
- Industrial emergency response teams
- Responder application: Choose responder, control-room and display apps; verify provider prerequisites and facility connectivity.
Unit application
The in-vehicle app that represents an apparatus.
Why it helps
Review device identity, assigned crew and unit communications together.
How to configure it
Install the Unit app on each apparatus tablet and select its unit.
Examples for other departments
- Community paramedicine and mental health response
- Unit application: Choose member, dispatch and display apps according to response-team duties; verify device registration and external providers separately.
- Search and rescue
- Unit application: Choose field-member, dispatch and coordination-display apps; verify location update and remote connectivity.
- Security companies and departments
- Unit application: Choose patrol-member, dispatcher and site-display apps; verify site scope and device registration.
- Wildland contractors
- Unit application: Choose crew-member, dispatch and coordination apps; verify device updates during remote assignments.
- Industrial emergency response teams
- Unit application: Choose responder, control-room and display apps; verify provider prerequisites and facility connectivity.
Dispatch application
The dispatcher view for creating and managing calls.
Why it helps
Give dispatch personnel a focused operating surface alongside web administration.
How to configure it
Give dispatch access to the people who dispatch, then have them sign in.
Before you begin: Dispatch App Login permission
Examples for other departments
- Community paramedicine and mental health response
- Dispatch application: Choose member, dispatch and display apps according to response-team duties; verify device registration and external providers separately.
- Search and rescue
- Dispatch application: Choose field-member, dispatch and coordination-display apps; verify location update and remote connectivity.
- Security companies and departments
- Dispatch application: Choose patrol-member, dispatcher and site-display apps; verify site scope and device registration.
- Wildland contractors
- Dispatch application: Choose crew-member, dispatch and coordination apps; verify device updates during remote assignments.
- Industrial emergency response teams
- Dispatch application: Choose responder, control-room and display apps; verify provider prerequisites and facility connectivity.
Incident command and accountability
Incident command and accountability for incident commanders.
Why it helps
Prepare command structures and access before an exercise or response.
How to configure it
Give command access to the officers who run incidents.
Before you begin: Command App Login permission
Examples for other departments
- Community paramedicine and mental health response
- Incident command and accountability: Choose member, dispatch and display apps according to response-team duties; verify device registration and external providers separately.
- Search and rescue
- Incident command and accountability: Choose field-member, dispatch and coordination-display apps; verify location update and remote connectivity.
- Security companies and departments
- Incident command and accountability: Choose patrol-member, dispatcher and site-display apps; verify site scope and device registration.
- Wildland contractors
- Incident command and accountability: Choose crew-member, dispatch and coordination apps; verify device updates during remote assignments.
- Industrial emergency response teams
- Incident command and accountability: Choose responder, control-room and display apps; verify provider prerequisites and facility connectivity.
Big Board
A station display of calls, units and personnel.
Why it helps
Choose display refresh, location age and visibility appropriate to a station screen.
How to configure it
Open the Big Board on a station screen and choose what it shows.
Examples for other departments
- Community paramedicine and mental health response
- Big Board: Choose member, dispatch and display apps according to response-team duties; verify device registration and external providers separately.
- Search and rescue
- Big Board: Choose field-member, dispatch and coordination-display apps; verify location update and remote connectivity.
- Security companies and departments
- Big Board: Choose patrol-member, dispatcher and site-display apps; verify site scope and device registration.
- Wildland contractors
- Big Board: Choose crew-member, dispatch and coordination apps; verify device updates during remote assignments.
- Industrial emergency response teams
- Big Board: Choose responder, control-room and display apps; verify provider prerequisites and facility connectivity.
Dashboard
The department home page: current status, staffing and activity.
Why it helps
Most members use Resgrid through the Responder app. Getting everyone installed and signed in is what lets dispatches reach them.
How to configure it
Decide which devices each role will use and share the app download links with your members.
Examples for other departments
- Community paramedicine and mental health response
- Dashboard: Choose member, dispatch and display apps according to response-team duties; verify device registration and external providers separately.
- Search and rescue
- Dashboard: Choose field-member, dispatch and coordination-display apps; verify location update and remote connectivity.
- Security companies and departments
- Dashboard: Choose patrol-member, dispatcher and site-display apps; verify site scope and device registration.
- Wildland contractors
- Dashboard: Choose crew-member, dispatch and coordination apps; verify device updates during remote assignments.
- Industrial emergency response teams
- Dashboard: Choose responder, control-room and display apps; verify provider prerequisites and facility connectivity.
My Profile
Your own profile, contact details and notification preferences.
Why it helps
Most members use Resgrid through the Responder app. Getting everyone installed and signed in is what lets dispatches reach them.
How to configure it
Decide which devices each role will use and share the app download links with your members.
Examples for other departments
- Community paramedicine and mental health response
- My Profile: Choose member, dispatch and display apps according to response-team duties; verify device registration and external providers separately.
- Search and rescue
- My Profile: Choose field-member, dispatch and coordination-display apps; verify location update and remote connectivity.
- Security companies and departments
- My Profile: Choose patrol-member, dispatcher and site-display apps; verify site scope and device registration.
- Wildland contractors
- My Profile: Choose crew-member, dispatch and coordination apps; verify device updates during remote assignments.
- Industrial emergency response teams
- My Profile: Choose responder, control-room and display apps; verify provider prerequisites and facility connectivity.
Your Departments
Switch between the departments you belong to.
Why it helps
Most members use Resgrid through the Responder app. Getting everyone installed and signed in is what lets dispatches reach them.
How to configure it
Decide which devices each role will use and share the app download links with your members.
Examples for other departments
- Community paramedicine and mental health response
- Your Departments: Choose member, dispatch and display apps according to response-team duties; verify device registration and external providers separately.
- Search and rescue
- Your Departments: Choose field-member, dispatch and coordination-display apps; verify location update and remote connectivity.
- Security companies and departments
- Your Departments: Choose patrol-member, dispatcher and site-display apps; verify site scope and device registration.
- Wildland contractors
- Your Departments: Choose crew-member, dispatch and coordination apps; verify device updates during remote assignments.
- Industrial emergency response teams
- Your Departments: Choose responder, control-room and display apps; verify provider prerequisites and facility connectivity.
Call types and priorities
The call types and priorities used to classify calls.
Why it helps
Use consistent reporting and run-card matching terms.
How to configure it
Add the call types your dispatchers use and set their priorities.
Examples for other departments
- Community paramedicine and mental health response
- Call types and priorities: Use an approved operational request type for a visit or mobile response; keep clinical triage and sensitive detail under the service’s procedures.
- Search and rescue
- Call types and priorities: Use Rescue or a reviewed search type and clear staging information; select the appropriate team.
- Security companies and departments
- Call types and priorities: Use Investigation or a reviewed patrol incident type with the correct site and selected resources.
- Wildland contractors
- Call types and priorities: Use a reviewed assignment or incident type and staging details; select crew and support resources.
- Industrial emergency response teams
- Call types and priorities: Use a reviewed facility incident type and access location; select the facility team and specialist equipment.
Personnel and unit statuses
The statuses members and units report, such as Responding or On Scene.
Why it helps
Use terminology familiar to the department while preserving automation meaning.
How to configure it
Review the built-in statuses and add your own where your terms differ.
Examples for other departments
- Community paramedicine and mental health response
- Personnel and unit statuses: Use an approved operational request type for a visit or mobile response; keep clinical triage and sensitive detail under the service’s procedures.
- Search and rescue
- Personnel and unit statuses: Use Rescue or a reviewed search type and clear staging information; select the appropriate team.
- Security companies and departments
- Personnel and unit statuses: Use Investigation or a reviewed patrol incident type with the correct site and selected resources.
- Wildland contractors
- Personnel and unit statuses: Use a reviewed assignment or incident type and staging details; select crew and support resources.
- Industrial emergency response teams
- Personnel and unit statuses: Use a reviewed facility incident type and access location; select the facility team and specialist equipment.
Dispatch Settings
How calls page personnel: by group or by shift, and related automatic status changes.
Why it helps
Consistent call types and statuses make dispatching, response tracking and reporting reliable from the first call.
How to configure it
Choose whether dispatch follows groups or shifts, and review the automatic status options.
Examples for other departments
- Community paramedicine and mental health response
- Dispatch Settings: Use an approved operational request type for a visit or mobile response; keep clinical triage and sensitive detail under the service’s procedures.
- Search and rescue
- Dispatch Settings: Use Rescue or a reviewed search type and clear staging information; select the appropriate team.
- Security companies and departments
- Dispatch Settings: Use Investigation or a reviewed patrol incident type with the correct site and selected resources.
- Wildland contractors
- Dispatch Settings: Use a reviewed assignment or incident type and staging details; select crew and support resources.
- Industrial emergency response teams
- Dispatch Settings: Use a reviewed facility incident type and access location; select the facility team and specialist equipment.
Email and CAD call intake
Create calls automatically from CAD, paging or email dispatches.
Why it helps
Review parsing, routing and observed integration failures before activation.
How to configure it
Choose your CAD or paging format and connect the mailbox that receives dispatches.
Examples for other departments
- Community paramedicine and mental health response
- Email and CAD call intake: Use an approved operational request type for a visit or mobile response; keep clinical triage and sensitive detail under the service’s procedures.
- Search and rescue
- Email and CAD call intake: Use Rescue or a reviewed search type and clear staging information; select the appropriate team.
- Security companies and departments
- Email and CAD call intake: Use Investigation or a reviewed patrol incident type with the correct site and selected resources.
- Wildland contractors
- Email and CAD call intake: Use a reviewed assignment or incident type and staging details; select crew and support resources.
- Industrial emergency response teams
- Email and CAD call intake: Use a reviewed facility incident type and access location; select the facility team and specialist equipment.
Run cards and recommendations
Recommended resources for each call type or area.
Why it helps
Review candidate coverage before enabling operational use.
How to configure it
Build run cards for your most common calls, then turn on recommendations.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Run cards and recommendations: Use an approved operational request type for a visit or mobile response; keep clinical triage and sensitive detail under the service’s procedures.
- Search and rescue
- Run cards and recommendations: Use Rescue or a reviewed search type and clear staging information; select the appropriate team.
- Security companies and departments
- Run cards and recommendations: Use Investigation or a reviewed patrol incident type with the correct site and selected resources.
- Wildland contractors
- Run cards and recommendations: Use a reviewed assignment or incident type and staging details; select crew and support resources.
- Industrial emergency response teams
- Run cards and recommendations: Use a reviewed facility incident type and access location; select the facility team and specialist equipment.
Calls
Active calls and their dispatch status.
Why it helps
Consistent call types and statuses make dispatching, response tracking and reporting reliable from the first call.
How to configure it
Collect your call types, the statuses members report while responding, and the details of any CAD or paging system that should create calls.
Examples for other departments
- Community paramedicine and mental health response
- Calls: Use an approved operational request type for a visit or mobile response; keep clinical triage and sensitive detail under the service’s procedures.
- Search and rescue
- Calls: Use Rescue or a reviewed search type and clear staging information; select the appropriate team.
- Security companies and departments
- Calls: Use Investigation or a reviewed patrol incident type with the correct site and selected resources.
- Wildland contractors
- Calls: Use a reviewed assignment or incident type and staging details; select crew and support resources.
- Industrial emergency response teams
- Calls: Use a reviewed facility incident type and access location; select the facility team and specialist equipment.
New Call
Create and dispatch a call.
Why it helps
Consistent call types and statuses make dispatching, response tracking and reporting reliable from the first call.
How to configure it
Collect your call types, the statuses members report while responding, and the details of any CAD or paging system that should create calls.
Examples for other departments
- Community paramedicine and mental health response
- New Call: Use an approved operational request type for a visit or mobile response; keep clinical triage and sensitive detail under the service’s procedures.
- Search and rescue
- New Call: Use Rescue or a reviewed search type and clear staging information; select the appropriate team.
- Security companies and departments
- New Call: Use Investigation or a reviewed patrol incident type with the correct site and selected resources.
- Wildland contractors
- New Call: Use a reviewed assignment or incident type and staging details; select crew and support resources.
- Industrial emergency response teams
- New Call: Use a reviewed facility incident type and access location; select the facility team and specialist equipment.
Archived Calls
Closed and past calls.
Why it helps
Consistent call types and statuses make dispatching, response tracking and reporting reliable from the first call.
How to configure it
Collect your call types, the statuses members report while responding, and the details of any CAD or paging system that should create calls.
Examples for other departments
- Community paramedicine and mental health response
- Archived Calls: Use an approved operational request type for a visit or mobile response; keep clinical triage and sensitive detail under the service’s procedures.
- Search and rescue
- Archived Calls: Use Rescue or a reviewed search type and clear staging information; select the appropriate team.
- Security companies and departments
- Archived Calls: Use Investigation or a reviewed patrol incident type with the correct site and selected resources.
- Wildland contractors
- Archived Calls: Use a reviewed assignment or incident type and staging details; select crew and support resources.
- Industrial emergency response teams
- Archived Calls: Use a reviewed facility incident type and access location; select the facility team and specialist equipment.
Call templates
Reusable call text and note templates that speed up call entry.
Why it helps
Reduce repeated entry while keeping dispatch decisions explicit.
How to configure it
Collect your call types, the statuses members report while responding, and the details of any CAD or paging system that should create calls.
Examples for other departments
- Community paramedicine and mental health response
- Call templates: Use an approved operational request type for a visit or mobile response; keep clinical triage and sensitive detail under the service’s procedures.
- Search and rescue
- Call templates: Use Rescue or a reviewed search type and clear staging information; select the appropriate team.
- Security companies and departments
- Call templates: Use Investigation or a reviewed patrol incident type with the correct site and selected resources.
- Wildland contractors
- Call templates: Use a reviewed assignment or incident type and staging details; select crew and support resources.
- Industrial emergency response teams
- Call templates: Use a reviewed facility incident type and access location; select the facility team and specialist equipment.
Check-in timers
Timers that remind responders on a call to check in, with escalation when they do not.
Why it helps
Review lone-worker and response follow-up with approved local procedures.
How to configure it
Collect your call types, the statuses members report while responding, and the details of any CAD or paging system that should create calls.
Examples for other departments
- Community paramedicine and mental health response
- Check-in timers: Use an approved operational request type for a visit or mobile response; keep clinical triage and sensitive detail under the service’s procedures.
- Search and rescue
- Check-in timers: Use Rescue or a reviewed search type and clear staging information; select the appropriate team.
- Security companies and departments
- Check-in timers: Use Investigation or a reviewed patrol incident type with the correct site and selected resources.
- Wildland contractors
- Check-in timers: Use a reviewed assignment or incident type and staging details; select crew and support resources.
- Industrial emergency response teams
- Check-in timers: Use a reviewed facility incident type and access location; select the facility team and specialist equipment.
Text call intake and commands
Create calls and accept member commands by text message.
Why it helps
Make approved inbound sources and their operational effects explicit.
How to configure it
Collect your call types, the statuses members report while responding, and the details of any CAD or paging system that should create calls.
Examples for other departments
- Community paramedicine and mental health response
- Text call intake and commands: Use an approved operational request type for a visit or mobile response; keep clinical triage and sensitive detail under the service’s procedures.
- Search and rescue
- Text call intake and commands: Use Rescue or a reviewed search type and clear staging information; select the appropriate team.
- Security companies and departments
- Text call intake and commands: Use Investigation or a reviewed patrol incident type with the correct site and selected resources.
- Wildland contractors
- Text call intake and commands: Use a reviewed assignment or incident type and staging details; select crew and support resources.
- Industrial emergency response teams
- Text call intake and commands: Use a reviewed facility incident type and access location; select the facility team and specialist equipment.
Call Settings
The mailbox and format used to import calls from CAD or paging email.
Why it helps
Consistent call types and statuses make dispatching, response tracking and reporting reliable from the first call.
How to configure it
Collect your call types, the statuses members report while responding, and the details of any CAD or paging system that should create calls.
Examples for other departments
- Community paramedicine and mental health response
- Call Settings: Use an approved operational request type for a visit or mobile response; keep clinical triage and sensitive detail under the service’s procedures.
- Search and rescue
- Call Settings: Use Rescue or a reviewed search type and clear staging information; select the appropriate team.
- Security companies and departments
- Call Settings: Use Investigation or a reviewed patrol incident type with the correct site and selected resources.
- Wildland contractors
- Call Settings: Use a reviewed assignment or incident type and staging details; select crew and support resources.
- Industrial emergency response teams
- Call Settings: Use a reviewed facility incident type and access location; select the facility team and specialist equipment.
Notification rules
Rules that alert chosen people when calls, statuses or other events happen.
Why it helps
Reduce missed follow-up and review unnecessary message volume.
How to configure it
Create notification rules for the events officers and administrators need to know about.
Examples for other departments
- Community paramedicine and mental health response
- Notification rules: Review eligible channels and intended team recipients before an authorized communication test; configuration alone does not prove delivery.
- Search and rescue
- Notification rules: Review volunteer alert channels and inactive members; test reviewed recipients and fallback communications.
- Security companies and departments
- Notification rules: Review site/patrol alert recipients and channel preferences; prove delivery through a reviewed test.
- Wildland contractors
- Notification rules: Review crew communication channels and remote-connectivity limitations before mobilization.
- Industrial emergency response teams
- Notification rules: Review on-duty facility recipients and specialist escalation channels; test reviewed recipients and fallback procedures.
Distribution lists
Reusable recipient lists, including email lists.
Why it helps
Keep audience ownership explicit and review recipients before sending.
How to configure it
Create lists for groups you message often, such as Officers.
Examples for other departments
- Community paramedicine and mental health response
- Distribution lists: Review eligible channels and intended team recipients before an authorized communication test; configuration alone does not prove delivery.
- Search and rescue
- Distribution lists: Review volunteer alert channels and inactive members; test reviewed recipients and fallback communications.
- Security companies and departments
- Distribution lists: Review site/patrol alert recipients and channel preferences; prove delivery through a reviewed test.
- Wildland contractors
- Distribution lists: Review crew communication channels and remote-connectivity limitations before mobilization.
- Industrial emergency response teams
- Distribution lists: Review on-duty facility recipients and specialist escalation channels; test reviewed recipients and fallback procedures.
Communication Tests
Test messages that show whether members can be reached.
Why it helps
Collect observed test evidence; registration alone does not prove delivery.
How to configure it
Run a communication test before going live and after major changes.
Examples for other departments
- Community paramedicine and mental health response
- Communication Tests: Review eligible channels and intended team recipients before an authorized communication test; configuration alone does not prove delivery.
- Search and rescue
- Communication Tests: Review volunteer alert channels and inactive members; test reviewed recipients and fallback communications.
- Security companies and departments
- Communication Tests: Review site/patrol alert recipients and channel preferences; prove delivery through a reviewed test.
- Wildland contractors
- Communication Tests: Review crew communication channels and remote-connectivity limitations before mobilization.
- Industrial emergency response teams
- Communication Tests: Review on-duty facility recipients and specialist escalation channels; test reviewed recipients and fallback procedures.
Chat
Team chat for members.
Why it helps
A dispatch only helps if it reaches people. This is where you confirm members can actually be contacted.
How to configure it
Create channels for your teams once chat is enabled.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Chat: Review eligible channels and intended team recipients before an authorized communication test; configuration alone does not prove delivery.
- Search and rescue
- Chat: Review volunteer alert channels and inactive members; test reviewed recipients and fallback communications.
- Security companies and departments
- Chat: Review site/patrol alert recipients and channel preferences; prove delivery through a reviewed test.
- Wildland contractors
- Chat: Review crew communication channels and remote-connectivity limitations before mobilization.
- Industrial emergency response teams
- Chat: Review on-duty facility recipients and specialist escalation channels; test reviewed recipients and fallback procedures.
Inbox
Messages sent to you.
Why it helps
A dispatch only helps if it reaches people. This is where you confirm members can actually be contacted.
How to configure it
Make sure members have added a mobile number or email address and installed the Responder app.
Before you begin: Messaging module enabled
Examples for other departments
- Community paramedicine and mental health response
- Inbox: Review eligible channels and intended team recipients before an authorized communication test; configuration alone does not prove delivery.
- Search and rescue
- Inbox: Review volunteer alert channels and inactive members; test reviewed recipients and fallback communications.
- Security companies and departments
- Inbox: Review site/patrol alert recipients and channel preferences; prove delivery through a reviewed test.
- Wildland contractors
- Inbox: Review crew communication channels and remote-connectivity limitations before mobilization.
- Industrial emergency response teams
- Inbox: Review on-duty facility recipients and specialist escalation channels; test reviewed recipients and fallback procedures.
Sent Messages
Messages you have sent.
Why it helps
A dispatch only helps if it reaches people. This is where you confirm members can actually be contacted.
How to configure it
Make sure members have added a mobile number or email address and installed the Responder app.
Before you begin: Messaging module enabled
Examples for other departments
- Community paramedicine and mental health response
- Sent Messages: Review eligible channels and intended team recipients before an authorized communication test; configuration alone does not prove delivery.
- Search and rescue
- Sent Messages: Review volunteer alert channels and inactive members; test reviewed recipients and fallback communications.
- Security companies and departments
- Sent Messages: Review site/patrol alert recipients and channel preferences; prove delivery through a reviewed test.
- Wildland contractors
- Sent Messages: Review crew communication channels and remote-connectivity limitations before mobilization.
- Industrial emergency response teams
- Sent Messages: Review on-duty facility recipients and specialist escalation channels; test reviewed recipients and fallback procedures.
New Message
Send a message, poll or callback request to members.
Why it helps
A dispatch only helps if it reaches people. This is where you confirm members can actually be contacted.
How to configure it
Make sure members have added a mobile number or email address and installed the Responder app.
Before you begin: Messaging module enabled
Examples for other departments
- Community paramedicine and mental health response
- New Message: Review eligible channels and intended team recipients before an authorized communication test; configuration alone does not prove delivery.
- Search and rescue
- New Message: Review volunteer alert channels and inactive members; test reviewed recipients and fallback communications.
- Security companies and departments
- New Message: Review site/patrol alert recipients and channel preferences; prove delivery through a reviewed test.
- Wildland contractors
- New Message: Review crew communication channels and remote-connectivity limitations before mobilization.
- Industrial emergency response teams
- New Message: Review on-duty facility recipients and specialist escalation channels; test reviewed recipients and fallback procedures.
Chatbot and Assistant integration settings
Connect the Resgrid Assistant to chat platforms and choose what it may do.
Why it helps
Keep automated access and confirmations under administrator control.
How to configure it
Make sure members have added a mobile number or email address and installed the Responder app.
Examples for other departments
- Community paramedicine and mental health response
- Chatbot and Assistant integration settings: Review eligible channels and intended team recipients before an authorized communication test; configuration alone does not prove delivery.
- Search and rescue
- Chatbot and Assistant integration settings: Review volunteer alert channels and inactive members; test reviewed recipients and fallback communications.
- Security companies and departments
- Chatbot and Assistant integration settings: Review site/patrol alert recipients and channel preferences; prove delivery through a reviewed test.
- Wildland contractors
- Chatbot and Assistant integration settings: Review crew communication channels and remote-connectivity limitations before mobilization.
- Industrial emergency response teams
- Chatbot and Assistant integration settings: Review on-duty facility recipients and specialist escalation channels; test reviewed recipients and fallback procedures.
Mapping
The live map of personnel, units and calls.
Why it helps
A current map shows where responders and apparatus are and puts important locations in front of dispatchers.
How to configure it
Set how long locations stay on the map in the mapping settings.
Before you begin: Mapping module enabled
Examples for other departments
- Community paramedicine and mental health response
- Mapping: Use current operational team positions for visit coverage; choose a location lifetime and follow the service’s location-access procedures.
- Search and rescue
- Mapping: Set a location lifetime suitable for remote search updates; use search-area POIs and distinguish stale positions from current team location.
- Security companies and departments
- Mapping: Map patrol vehicles and site POIs; review stale-location lifetime before treating an old position as current patrol coverage.
- Wildland contractors
- Mapping: Map staging, divisions and support vehicles; review device update frequency and stale location during remote assignments.
- Industrial emergency response teams
- Mapping: Map facility access points, response equipment and team positions; review indoor or weak-signal limitations and fallback procedures.
Points of Interest
Points of interest such as stations, hospitals and hydrants.
Why it helps
A current map shows where responders and apparatus are and puts important locations in front of dispatchers.
How to configure it
Add the locations dispatchers need to see.
Before you begin: Mapping module enabled
Examples for other departments
- Community paramedicine and mental health response
- Points of Interest: Use current operational team positions for visit coverage; choose a location lifetime and follow the service’s location-access procedures.
- Search and rescue
- Points of Interest: Set a location lifetime suitable for remote search updates; use search-area POIs and distinguish stale positions from current team location.
- Security companies and departments
- Points of Interest: Map patrol vehicles and site POIs; review stale-location lifetime before treating an old position as current patrol coverage.
- Wildland contractors
- Points of Interest: Map staging, divisions and support vehicles; review device update frequency and stale location during remote assignments.
- Industrial emergency response teams
- Points of Interest: Map facility access points, response equipment and team positions; review indoor or weak-signal limitations and fallback procedures.
Weather zones and alerts
Weather alert zones and alert notifications.
Why it helps
Review alert coverage and automatic-message settings before use.
How to configure it
Draw the zones you cover and choose who is alerted.
Examples for other departments
- Community paramedicine and mental health response
- Weather zones and alerts: Use current operational team positions for visit coverage; choose a location lifetime and follow the service’s location-access procedures.
- Search and rescue
- Weather zones and alerts: Set a location lifetime suitable for remote search updates; use search-area POIs and distinguish stale positions from current team location.
- Security companies and departments
- Weather zones and alerts: Map patrol vehicles and site POIs; review stale-location lifetime before treating an old position as current patrol coverage.
- Wildland contractors
- Weather zones and alerts: Map staging, divisions and support vehicles; review device update frequency and stale location during remote assignments.
- Industrial emergency response teams
- Weather zones and alerts: Map facility access points, response equipment and team positions; review indoor or weak-signal limitations and fallback procedures.
Map Layers
Add your own shapes and overlays to the map.
Why it helps
A current map shows where responders and apparatus are and puts important locations in front of dispatchers.
How to configure it
Confirm members allow location sharing in the Responder app, and decide how long a position should stay on the map.
Before you begin: Mapping module enabled
Examples for other departments
- Community paramedicine and mental health response
- Map Layers: Use current operational team positions for visit coverage; choose a location lifetime and follow the service’s location-access procedures.
- Search and rescue
- Map Layers: Set a location lifetime suitable for remote search updates; use search-area POIs and distinguish stale positions from current team location.
- Security companies and departments
- Map Layers: Map patrol vehicles and site POIs; review stale-location lifetime before treating an old position as current patrol coverage.
- Wildland contractors
- Map Layers: Map staging, divisions and support vehicles; review device update frequency and stale location during remote assignments.
- Industrial emergency response teams
- Map Layers: Map facility access points, response equipment and team positions; review indoor or weak-signal limitations and fallback procedures.
Live Routing
Directions and routes for responding resources.
Why it helps
A current map shows where responders and apparatus are and puts important locations in front of dispatchers.
How to configure it
Confirm members allow location sharing in the Responder app, and decide how long a position should stay on the map.
Before you begin: Mapping module enabled
Examples for other departments
- Community paramedicine and mental health response
- Live Routing: Use current operational team positions for visit coverage; choose a location lifetime and follow the service’s location-access procedures.
- Search and rescue
- Live Routing: Set a location lifetime suitable for remote search updates; use search-area POIs and distinguish stale positions from current team location.
- Security companies and departments
- Live Routing: Map patrol vehicles and site POIs; review stale-location lifetime before treating an old position as current patrol coverage.
- Wildland contractors
- Live Routing: Map staging, divisions and support vehicles; review device update frequency and stale location during remote assignments.
- Industrial emergency response teams
- Live Routing: Map facility access points, response equipment and team positions; review indoor or weak-signal limitations and fallback procedures.
Custom map layers
Upload your own map images, such as a campus or venue map.
Why it helps
Give responders useful reference layers with an identified owner and update process.
How to configure it
Confirm members allow location sharing in the Responder app, and decide how long a position should stay on the map.
Before you begin: Mapping module enabled
Examples for other departments
- Community paramedicine and mental health response
- Custom map layers: Use current operational team positions for visit coverage; choose a location lifetime and follow the service’s location-access procedures.
- Search and rescue
- Custom map layers: Set a location lifetime suitable for remote search updates; use search-area POIs and distinguish stale positions from current team location.
- Security companies and departments
- Custom map layers: Map patrol vehicles and site POIs; review stale-location lifetime before treating an old position as current patrol coverage.
- Wildland contractors
- Custom map layers: Map staging, divisions and support vehicles; review device update frequency and stale location during remote assignments.
- Industrial emergency response teams
- Custom map layers: Map facility access points, response equipment and team positions; review indoor or weak-signal limitations and fallback procedures.
Indoor maps
Floor plans and zones for buildings.
Why it helps
Keep building references available to authorized users without inferring safe routes.
How to configure it
Confirm members allow location sharing in the Responder app, and decide how long a position should stay on the map.
Before you begin: Mapping module enabled
Examples for other departments
- Community paramedicine and mental health response
- Indoor maps: Use current operational team positions for visit coverage; choose a location lifetime and follow the service’s location-access procedures.
- Search and rescue
- Indoor maps: Set a location lifetime suitable for remote search updates; use search-area POIs and distinguish stale positions from current team location.
- Security companies and departments
- Indoor maps: Map patrol vehicles and site POIs; review stale-location lifetime before treating an old position as current patrol coverage.
- Wildland contractors
- Indoor maps: Map staging, divisions and support vehicles; review device update frequency and stale location during remote assignments.
- Industrial emergency response teams
- Indoor maps: Map facility access points, response equipment and team positions; review indoor or weak-signal limitations and fallback procedures.
Routes
Planned routes, such as patrols, and who is assigned to them.
Why it helps
Prepare recurring route information with current source ownership.
How to configure it
Confirm members allow location sharing in the Responder app, and decide how long a position should stay on the map.
Before you begin: Mapping module enabled; Manage Routes permission
Examples for other departments
- Community paramedicine and mental health response
- Routes: Use current operational team positions for visit coverage; choose a location lifetime and follow the service’s location-access procedures.
- Search and rescue
- Routes: Set a location lifetime suitable for remote search updates; use search-area POIs and distinguish stale positions from current team location.
- Security companies and departments
- Routes: Map patrol vehicles and site POIs; review stale-location lifetime before treating an old position as current patrol coverage.
- Wildland contractors
- Routes: Map staging, divisions and support vehicles; review device update frequency and stale location during remote assignments.
- Industrial emergency response teams
- Routes: Map facility access points, response equipment and team positions; review indoor or weak-signal limitations and fallback procedures.
Shifts
Shift schedules, sign-ups and trades.
Why it helps
Shifts show who is on duty and can drive dispatch, so calls page the people who are actually working.
How to configure it
Create your shifts, assign groups and members, and decide whether dispatch follows shifts.
Before you begin: Shifts module enabled
Examples for other departments
- Community paramedicine and mental health response
- Shifts: Schedule mobile-crisis or outreach coverage windows and eligible team roles; review gaps and overlapping assignments.
- Search and rescue
- Shifts: Schedule search standby and field-team coverage with eligible roles; do not confuse sign-up with arrival at staging.
- Security companies and departments
- Shifts: Schedule site patrol coverage and supervisor positions; review whether members may sign up for multiple shift groups.
- Wildland contractors
- Shifts: Schedule crew availability and relief windows; check conflicts with deployments and rest requirements.
- Industrial emergency response teams
- Shifts: Schedule facility ERT coverage across plant shifts; review required positions and overlapping assignments.
Calendar
The department calendar for meetings, events and training nights.
Why it helps
Shifts show who is on duty and can drive dispatch, so calls page the people who are actually working.
How to configure it
Add recurring meetings and training nights.
Before you begin: Calendar module enabled
Examples for other departments
- Community paramedicine and mental health response
- Calendar: Schedule mobile-crisis or outreach coverage windows and eligible team roles; review gaps and overlapping assignments.
- Search and rescue
- Calendar: Schedule search standby and field-team coverage with eligible roles; do not confuse sign-up with arrival at staging.
- Security companies and departments
- Calendar: Schedule site patrol coverage and supervisor positions; review whether members may sign up for multiple shift groups.
- Wildland contractors
- Calendar: Schedule crew availability and relief windows; check conflicts with deployments and rest requirements.
- Industrial emergency response teams
- Calendar: Schedule facility ERT coverage across plant shifts; review required positions and overlapping assignments.
New Calendar Event
Add an event to the department calendar.
Why it helps
Shifts show who is on duty and can drive dispatch, so calls page the people who are actually working.
How to configure it
Have your rotation or duty schedule, and decide whether dispatch should follow shifts.
Before you begin: Calendar module enabled
Examples for other departments
- Community paramedicine and mental health response
- New Calendar Event: Schedule mobile-crisis or outreach coverage windows and eligible team roles; review gaps and overlapping assignments.
- Search and rescue
- New Calendar Event: Schedule search standby and field-team coverage with eligible roles; do not confuse sign-up with arrival at staging.
- Security companies and departments
- New Calendar Event: Schedule site patrol coverage and supervisor positions; review whether members may sign up for multiple shift groups.
- Wildland contractors
- New Calendar Event: Schedule crew availability and relief windows; check conflicts with deployments and rest requirements.
- Industrial emergency response teams
- New Calendar Event: Schedule facility ERT coverage across plant shifts; review required positions and overlapping assignments.
Workshifts
Repeating work schedules for staff.
Why it helps
Review schedule ownership and local time separately from dispatch eligibility.
How to configure it
Have your rotation or duty schedule, and decide whether dispatch should follow shifts.
Before you begin: Shifts module enabled
Examples for other departments
- Community paramedicine and mental health response
- Workshifts: Schedule mobile-crisis or outreach coverage windows and eligible team roles; review gaps and overlapping assignments.
- Search and rescue
- Workshifts: Schedule search standby and field-team coverage with eligible roles; do not confuse sign-up with arrival at staging.
- Security companies and departments
- Workshifts: Schedule site patrol coverage and supervisor positions; review whether members may sign up for multiple shift groups.
- Wildland contractors
- Workshifts: Schedule crew availability and relief windows; check conflicts with deployments and rest requirements.
- Industrial emergency response teams
- Workshifts: Schedule facility ERT coverage across plant shifts; review required positions and overlapping assignments.
Trainings
Training assignments with materials and optional quizzes.
Why it helps
See who is qualified and whose certifications are expiring before it affects who can respond.
How to configure it
Create a training and assign it to the members or groups who need it.
Before you begin: Training module enabled
Examples for other departments
- Community paramedicine and mental health response
- Trainings: Assign approved response and outreach training; review acknowledgments and completion separately from competency or authorization.
- Search and rescue
- Trainings: Assign navigation, search and equipment training; follow up on incomplete sessions.
- Security companies and departments
- Trainings: Assign site procedures and incident-report training; review acknowledgment and completion before assigning duties.
- Wildland contractors
- Trainings: Assign seasonal crew and equipment training; review completion before mobilization.
- Industrial emergency response teams
- Trainings: Assign facility ERT, PPE and response-procedure training; track completion and follow-up.
Certification Types
The certifications and qualifications you track.
Why it helps
See who is qualified and whose certifications are expiring before it affects who can respond.
How to configure it
Add each certification type with its renewal period.
Examples for other departments
- Community paramedicine and mental health response
- Certification Types: Assign approved response and outreach training; review acknowledgments and completion separately from competency or authorization.
- Search and rescue
- Certification Types: Assign navigation, search and equipment training; follow up on incomplete sessions.
- Security companies and departments
- Certification Types: Assign site procedures and incident-report training; review acknowledgment and completion before assigning duties.
- Wildland contractors
- Certification Types: Assign seasonal crew and equipment training; review completion before mobilization.
- Industrial emergency response teams
- Certification Types: Assign facility ERT, PPE and response-procedure training; track completion and follow-up.
Certification Dashboard
Who holds which certifications and what is expiring.
Why it helps
See who is qualified and whose certifications are expiring before it affects who can respond.
How to configure it
Record members' current certifications, then review what expires soon.
Examples for other departments
- Community paramedicine and mental health response
- Certification Dashboard: Assign approved response and outreach training; review acknowledgments and completion separately from competency or authorization.
- Search and rescue
- Certification Dashboard: Assign navigation, search and equipment training; follow up on incomplete sessions.
- Security companies and departments
- Certification Dashboard: Assign site procedures and incident-report training; review acknowledgment and completion before assigning duties.
- Wildland contractors
- Certification Dashboard: Assign seasonal crew and equipment training; review completion before mobilization.
- Industrial emergency response teams
- Certification Dashboard: Assign facility ERT, PPE and response-procedure training; track completion and follow-up.
New Training
Create a training, with an optional quiz.
Why it helps
See who is qualified and whose certifications are expiring before it affects who can respond.
How to configure it
List the certifications your department tracks and their renewal periods.
Before you begin: Training module enabled
Examples for other departments
- Community paramedicine and mental health response
- New Training: Assign approved response and outreach training; review acknowledgments and completion separately from competency or authorization.
- Search and rescue
- New Training: Assign navigation, search and equipment training; follow up on incomplete sessions.
- Security companies and departments
- New Training: Assign site procedures and incident-report training; review acknowledgment and completion before assigning duties.
- Wildland contractors
- New Training: Assign seasonal crew and equipment training; review completion before mobilization.
- Industrial emergency response teams
- New Training: Assign facility ERT, PPE and response-procedure training; track completion and follow-up.
Certification Settings
What happens when a certification expires, grace periods and reminders.
Why it helps
See who is qualified and whose certifications are expiring before it affects who can respond.
How to configure it
List the certifications your department tracks and their renewal periods.
Examples for other departments
- Community paramedicine and mental health response
- Certification Settings: Assign approved response and outreach training; review acknowledgments and completion separately from competency or authorization.
- Search and rescue
- Certification Settings: Assign navigation, search and equipment training; follow up on incomplete sessions.
- Security companies and departments
- Certification Settings: Assign site procedures and incident-report training; review acknowledgment and completion before assigning duties.
- Wildland contractors
- Certification Settings: Assign seasonal crew and equipment training; review completion before mobilization.
- Industrial emergency response teams
- Certification Settings: Assign facility ERT, PPE and response-procedure training; track completion and follow-up.
My Certifications
Your own certification records.
Why it helps
See who is qualified and whose certifications are expiring before it affects who can respond.
How to configure it
List the certifications your department tracks and their renewal periods.
Examples for other departments
- Community paramedicine and mental health response
- My Certifications: Assign approved response and outreach training; review acknowledgments and completion separately from competency or authorization.
- Search and rescue
- My Certifications: Assign navigation, search and equipment training; follow up on incomplete sessions.
- Security companies and departments
- My Certifications: Assign site procedures and incident-report training; review acknowledgment and completion before assigning duties.
- Wildland contractors
- My Certifications: Assign seasonal crew and equipment training; review completion before mobilization.
- Industrial emergency response teams
- My Certifications: Assign facility ERT, PPE and response-procedure training; track completion and follow-up.
Contacts
Shared contacts such as hospitals, agencies and vendors.
Why it helps
Members find the current procedure, preplan or phone number when they need it instead of searching email.
How to configure it
Add the outside contacts members call most.
Examples for other departments
- Community paramedicine and mental health response
- Contacts: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- Contacts: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- Contacts: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- Contacts: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- Contacts: Organize facility response plans, access instructions and equipment procedures with current owners.
Documents
Shared documents such as procedures and preplans.
Why it helps
Members find the current procedure, preplan or phone number when they need it instead of searching email.
How to configure it
Upload your most-used documents and organize them by category.
Before you begin: Documents module enabled
Examples for other departments
- Community paramedicine and mental health response
- Documents: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- Documents: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- Documents: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- Documents: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- Documents: Organize facility response plans, access instructions and equipment procedures with current owners.
Protocols
Dispatch protocols with scripted questions and instructions.
Why it helps
Members find the current procedure, preplan or phone number when they need it instead of searching email.
How to configure it
Create protocols for the call types that need scripted questions.
Examples for other departments
- Community paramedicine and mental health response
- Protocols: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- Protocols: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- Protocols: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- Protocols: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- Protocols: Organize facility response plans, access instructions and equipment procedures with current owners.
New Contact
Add a person or organization contact.
Why it helps
Members find the current procedure, preplan or phone number when they need it instead of searching email.
How to configure it
Gather the documents and contacts members need most, and decide who keeps them current.
Examples for other departments
- Community paramedicine and mental health response
- New Contact: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- New Contact: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- New Contact: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- New Contact: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- New Contact: Organize facility response plans, access instructions and equipment procedures with current owners.
Contact Categories
Categories for organizing contacts.
Why it helps
Members find the current procedure, preplan or phone number when they need it instead of searching email.
How to configure it
Gather the documents and contacts members need most, and decide who keeps them current.
Examples for other departments
- Community paramedicine and mental health response
- Contact Categories: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- Contact Categories: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- Contact Categories: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- Contact Categories: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- Contact Categories: Organize facility response plans, access instructions and equipment procedures with current owners.
Upload Document
Upload a document.
Why it helps
Members find the current procedure, preplan or phone number when they need it instead of searching email.
How to configure it
Gather the documents and contacts members need most, and decide who keeps them current.
Before you begin: Documents module enabled
Examples for other departments
- Community paramedicine and mental health response
- Upload Document: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- Upload Document: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- Upload Document: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- Upload Document: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- Upload Document: Organize facility response plans, access instructions and equipment procedures with current owners.
Notes
Short shared notes for the department.
Why it helps
Members find the current procedure, preplan or phone number when they need it instead of searching email.
How to configure it
Gather the documents and contacts members need most, and decide who keeps them current.
Before you begin: Notes module enabled
Examples for other departments
- Community paramedicine and mental health response
- Notes: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- Notes: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- Notes: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- Notes: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- Notes: Organize facility response plans, access instructions and equipment procedures with current owners.
New Note
Post a department note.
Why it helps
Members find the current procedure, preplan or phone number when they need it instead of searching email.
How to configure it
Gather the documents and contacts members need most, and decide who keeps them current.
Before you begin: Notes module enabled
Examples for other departments
- Community paramedicine and mental health response
- New Note: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- New Note: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- New Note: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- New Note: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- New Note: Organize facility response plans, access instructions and equipment procedures with current owners.
New Protocol
Create a dispatch protocol.
Why it helps
Members find the current procedure, preplan or phone number when they need it instead of searching email.
How to configure it
Gather the documents and contacts members need most, and decide who keeps them current.
Examples for other departments
- Community paramedicine and mental health response
- New Protocol: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- New Protocol: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- New Protocol: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- New Protocol: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- New Protocol: Organize facility response plans, access instructions and equipment procedures with current owners.
Forms
Custom forms used on calls and dispatches.
Why it helps
Members find the current procedure, preplan or phone number when they need it instead of searching email.
How to configure it
Gather the documents and contacts members need most, and decide who keeps them current.
Examples for other departments
- Community paramedicine and mental health response
- Forms: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- Forms: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- Forms: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- Forms: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- Forms: Organize facility response plans, access instructions and equipment procedures with current owners.
Shared links
Share selected calls, units and personnel with a linked department.
Why it helps
Review exposed data and link access before distribution.
How to configure it
Gather the documents and contacts members need most, and decide who keeps them current.
Examples for other departments
- Community paramedicine and mental health response
- Shared links: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- Shared links: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- Shared links: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- Shared links: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- Shared links: Organize facility response plans, access instructions and equipment procedures with current owners.
Files and attachments
Files attached to documents and records.
Why it helps
Keep reference material with its owner, permissions and retention policy.
How to configure it
Gather the documents and contacts members need most, and decide who keeps them current.
Before you begin: Documents module enabled
Examples for other departments
- Community paramedicine and mental health response
- Files and attachments: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- Files and attachments: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- Files and attachments: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- Files and attachments: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- Files and attachments: Organize facility response plans, access instructions and equipment procedures with current owners.
Checklist Templates
Ready-made checklists for common checks.
Why it helps
Recorded checks show what was inspected and what was missed.
How to configure it
Start from a template or build a checklist for each apparatus.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Checklist Templates: Use a vehicle or operational-kit checklist; follow up on failed items and distinguish scheduled compliance from an on-demand check.
- Search and rescue
- Checklist Templates: Use search-kit and vehicle readiness checks; assign failed equipment follow-up.
- Security companies and departments
- Checklist Templates: Use patrol vehicle or site-opening checks; review failures and missed scheduled checks.
- Wildland contractors
- Checklist Templates: Use crew and apparatus readiness checks before mobilization; create accountable defect follow-up.
- Industrial emergency response teams
- Checklist Templates: Use response-kit and equipment checks; review required items and route failures to maintenance.
Checklists
Checklists members complete.
Why it helps
Recorded checks show what was inspected and what was missed.
How to configure it
Create the checklists members complete on paper today.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Checklists: Use a vehicle or operational-kit checklist; follow up on failed items and distinguish scheduled compliance from an on-demand check.
- Search and rescue
- Checklists: Use search-kit and vehicle readiness checks; assign failed equipment follow-up.
- Security companies and departments
- Checklists: Use patrol vehicle or site-opening checks; review failures and missed scheduled checks.
- Wildland contractors
- Checklists: Use crew and apparatus readiness checks before mobilization; create accountable defect follow-up.
- Industrial emergency response teams
- Checklists: Use response-kit and equipment checks; review required items and route failures to maintenance.
Checklist schedules and due work
Recurring schedules and due checks.
Why it helps
Make recorded equipment and procedure checks visible to their owners.
How to configure it
Schedule each checklist and choose who completes it.
Before you begin: Checklists module enabled
Examples for other departments
- Community paramedicine and mental health response
- Checklist schedules and due work: Use a vehicle or operational-kit checklist; follow up on failed items and distinguish scheduled compliance from an on-demand check.
- Search and rescue
- Checklist schedules and due work: Use search-kit and vehicle readiness checks; assign failed equipment follow-up.
- Security companies and departments
- Checklist schedules and due work: Use patrol vehicle or site-opening checks; review failures and missed scheduled checks.
- Wildland contractors
- Checklist schedules and due work: Use crew and apparatus readiness checks before mobilization; create accountable defect follow-up.
- Industrial emergency response teams
- Checklist schedules and due work: Use response-kit and equipment checks; review required items and route failures to maintenance.
New Checklist
Create a checklist.
Why it helps
Recorded checks show what was inspected and what was missed.
How to configure it
Pick the checks you do on paper today and who completes them.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- New Checklist: Use a vehicle or operational-kit checklist; follow up on failed items and distinguish scheduled compliance from an on-demand check.
- Search and rescue
- New Checklist: Use search-kit and vehicle readiness checks; assign failed equipment follow-up.
- Security companies and departments
- New Checklist: Use patrol vehicle or site-opening checks; review failures and missed scheduled checks.
- Wildland contractors
- New Checklist: Use crew and apparatus readiness checks before mobilization; create accountable defect follow-up.
- Industrial emergency response teams
- New Checklist: Use response-kit and equipment checks; review required items and route failures to maintenance.
Checklist compliance reports
Completed, skipped and overdue checks over time.
Why it helps
Find missing recorded checks without treating a report as safety certification.
How to configure it
Pick the checks you do on paper today and who completes them.
Before you begin: Checklists module enabled
Examples for other departments
- Community paramedicine and mental health response
- Checklist compliance reports: Use a vehicle or operational-kit checklist; follow up on failed items and distinguish scheduled compliance from an on-demand check.
- Search and rescue
- Checklist compliance reports: Use search-kit and vehicle readiness checks; assign failed equipment follow-up.
- Security companies and departments
- Checklist compliance reports: Use patrol vehicle or site-opening checks; review failures and missed scheduled checks.
- Wildland contractors
- Checklist compliance reports: Use crew and apparatus readiness checks before mobilization; create accountable defect follow-up.
- Industrial emergency response teams
- Checklist compliance reports: Use response-kit and equipment checks; review required items and route failures to maintenance.
Work Orders
Repair and maintenance work orders.
Why it helps
Turn a failed check or reported defect into a tracked repair and a documented return to service.
How to configure it
Create work orders from failed checks or reported defects.
Before you begin: Feature access enabled by your system operator; Maintenance module enabled; Readiness Pro add-on access
Examples for other departments
- Community paramedicine and mental health response
- Work Orders: Turn a response-vehicle or kit defect into a work order with an owner, state and completion evidence.
- Search and rescue
- Work Orders: Track defective radios or search equipment through review, repair and return to service.
- Security companies and departments
- Work Orders: Track patrol equipment and vehicle defects through assigned repairs and verification.
- Wildland contractors
- Work Orders: Track apparatus and tool defects with assignment impact and return-to-service evidence.
- Industrial emergency response teams
- Work Orders: Track response-equipment defects through repair ownership and verified completion.
Preventive maintenance
Recurring maintenance schedules.
Why it helps
Plan equipment upkeep and track corrective responsibility.
How to configure it
Schedule routine service for each apparatus.
Before you begin: Readiness Pro add-on access; Maintenance module enabled
Examples for other departments
- Community paramedicine and mental health response
- Preventive maintenance: Turn a response-vehicle or kit defect into a work order with an owner, state and completion evidence.
- Search and rescue
- Preventive maintenance: Track defective radios or search equipment through review, repair and return to service.
- Security companies and departments
- Preventive maintenance: Track patrol equipment and vehicle defects through assigned repairs and verification.
- Wildland contractors
- Preventive maintenance: Track apparatus and tool defects with assignment impact and return-to-service evidence.
- Industrial emergency response teams
- Preventive maintenance: Track response-equipment defects through repair ownership and verified completion.
Maintenance policies and approvals
Repair approvals and safety holds.
Why it helps
Make authority and repair completion requirements explicit.
How to configure it
Decide who approves repairs and returns equipment to service.
Before you begin: Readiness Pro add-on access; Maintenance module enabled
Examples for other departments
- Community paramedicine and mental health response
- Maintenance policies and approvals: Turn a response-vehicle or kit defect into a work order with an owner, state and completion evidence.
- Search and rescue
- Maintenance policies and approvals: Track defective radios or search equipment through review, repair and return to service.
- Security companies and departments
- Maintenance policies and approvals: Track patrol equipment and vehicle defects through assigned repairs and verification.
- Wildland contractors
- Maintenance policies and approvals: Track apparatus and tool defects with assignment impact and return-to-service evidence.
- Industrial emergency response teams
- Maintenance policies and approvals: Track response-equipment defects through repair ownership and verified completion.
New Work Order
Open a work order.
Why it helps
Turn a failed check or reported defect into a tracked repair and a documented return to service.
How to configure it
Requires the Readiness Pro add-on. Checklists remain available without it.
Before you begin: Feature access enabled by your system operator; Maintenance module enabled; Readiness Pro add-on access
Examples for other departments
- Community paramedicine and mental health response
- New Work Order: Turn a response-vehicle or kit defect into a work order with an owner, state and completion evidence.
- Search and rescue
- New Work Order: Track defective radios or search equipment through review, repair and return to service.
- Security companies and departments
- New Work Order: Track patrol equipment and vehicle defects through assigned repairs and verification.
- Wildland contractors
- New Work Order: Track apparatus and tool defects with assignment impact and return-to-service evidence.
- Industrial emergency response teams
- New Work Order: Track response-equipment defects through repair ownership and verified completion.
Maintenance history and reports
Maintenance history, repair costs and safety holds.
Why it helps
Support accountable return-to-service review through the owning workflow.
How to configure it
Requires the Readiness Pro add-on. Checklists remain available without it.
Before you begin: Readiness Pro add-on access; Maintenance module enabled
Examples for other departments
- Community paramedicine and mental health response
- Maintenance history and reports: Turn a response-vehicle or kit defect into a work order with an owner, state and completion evidence.
- Search and rescue
- Maintenance history and reports: Track defective radios or search equipment through review, repair and return to service.
- Security companies and departments
- Maintenance history and reports: Track patrol equipment and vehicle defects through assigned repairs and verification.
- Wildland contractors
- Maintenance history and reports: Track apparatus and tool defects with assignment impact and return-to-service evidence.
- Industrial emergency response teams
- Maintenance history and reports: Track response-equipment defects through repair ownership and verified completion.
Readiness Pro
The Readiness Pro add-on: work orders, preventive maintenance, repair approvals and safety holds.
Why it helps
Give equipment defects an owner and a recorded repair and return-to-service review.
How to configure it
Checklists do not require this add-on. Maintenance needs its module, permissions and active entitlement. Historical evidence and hold release follow owning-module rules.
Before you begin: Readiness Pro add-on access
Examples for other departments
- Community paramedicine and mental health response
- Readiness Pro: Turn a response-vehicle or kit defect into a work order with an owner, state and completion evidence.
- Search and rescue
- Readiness Pro: Track defective radios or search equipment through review, repair and return to service.
- Security companies and departments
- Readiness Pro: Track patrol equipment and vehicle defects through assigned repairs and verification.
- Wildland contractors
- Readiness Pro: Track apparatus and tool defects with assignment impact and return-to-service evidence.
- Industrial emergency response teams
- Readiness Pro: Track response-equipment defects through repair ownership and verified completion.
Inventory
Items, stock levels and storage locations.
Why it helps
Know what you have, where it is and what is about to expire.
How to configure it
Add the supplies and equipment you track and where they are stored.
Before you begin: Inventory module enabled
Examples for other departments
- Community paramedicine and mental health response
- Inventory: Track operational kits and consumables by location; record issues and returns without exposing clinical information.
- Search and rescue
- Inventory: Track rope, radios and search kits; issue equipment to a team, then reconcile returns and damaged items.
- Security companies and departments
- Inventory: Track radios, PPE and site keys as appropriate to inventory policy; reconcile equipment issued to patrol staff.
- Wildland contractors
- Inventory: Track tools, hose and consumables by base or crew; record transfers and returns after an assignment.
- Industrial emergency response teams
- Inventory: Track PPE, spill supplies and response kits; review stock, expiry and damaged equipment.
Inventory counts, expiry and alerts
Counts, expiry dates and low-stock alerts.
Why it helps
Identify inventory data and supplies that need owner follow-up.
How to configure it
Set minimum levels and expiry alerts for critical supplies.
Before you begin: Inventory module enabled
Examples for other departments
- Community paramedicine and mental health response
- Inventory counts, expiry and alerts: Track operational kits and consumables by location; record issues and returns without exposing clinical information.
- Search and rescue
- Inventory counts, expiry and alerts: Track rope, radios and search kits; issue equipment to a team, then reconcile returns and damaged items.
- Security companies and departments
- Inventory counts, expiry and alerts: Track radios, PPE and site keys as appropriate to inventory policy; reconcile equipment issued to patrol staff.
- Wildland contractors
- Inventory counts, expiry and alerts: Track tools, hose and consumables by base or crew; record transfers and returns after an assignment.
- Industrial emergency response teams
- Inventory counts, expiry and alerts: Track PPE, spill supplies and response kits; review stock, expiry and damaged equipment.
Inventory Status
What is on hand, running low or expiring.
Why it helps
Know what you have, where it is and what is about to expire.
How to configure it
Decide which supplies and equipment are worth tracking and where they are stored.
Before you begin: Inventory module enabled
Examples for other departments
- Community paramedicine and mental health response
- Inventory Status: Track operational kits and consumables by location; record issues and returns without exposing clinical information.
- Search and rescue
- Inventory Status: Track rope, radios and search kits; issue equipment to a team, then reconcile returns and damaged items.
- Security companies and departments
- Inventory Status: Track radios, PPE and site keys as appropriate to inventory policy; reconcile equipment issued to patrol staff.
- Wildland contractors
- Inventory Status: Track tools, hose and consumables by base or crew; record transfers and returns after an assignment.
- Industrial emergency response teams
- Inventory Status: Track PPE, spill supplies and response kits; review stock, expiry and damaged equipment.
Transfer Inventory
Move stock between locations.
Why it helps
Know what you have, where it is and what is about to expire.
How to configure it
Decide which supplies and equipment are worth tracking and where they are stored.
Before you begin: Inventory module enabled
Examples for other departments
- Community paramedicine and mental health response
- Transfer Inventory: Track operational kits and consumables by location; record issues and returns without exposing clinical information.
- Search and rescue
- Transfer Inventory: Track rope, radios and search kits; issue equipment to a team, then reconcile returns and damaged items.
- Security companies and departments
- Transfer Inventory: Track radios, PPE and site keys as appropriate to inventory policy; reconcile equipment issued to patrol staff.
- Wildland contractors
- Transfer Inventory: Track tools, hose and consumables by base or crew; record transfers and returns after an assignment.
- Industrial emergency response teams
- Transfer Inventory: Track PPE, spill supplies and response kits; review stock, expiry and damaged equipment.
Issue Equipment
Issue equipment to members and record returns.
Why it helps
Know what you have, where it is and what is about to expire.
How to configure it
Decide which supplies and equipment are worth tracking and where they are stored.
Before you begin: Inventory module enabled
Examples for other departments
- Community paramedicine and mental health response
- Issue Equipment: Track operational kits and consumables by location; record issues and returns without exposing clinical information.
- Search and rescue
- Issue Equipment: Track rope, radios and search kits; issue equipment to a team, then reconcile returns and damaged items.
- Security companies and departments
- Issue Equipment: Track radios, PPE and site keys as appropriate to inventory policy; reconcile equipment issued to patrol staff.
- Wildland contractors
- Issue Equipment: Track tools, hose and consumables by base or crew; record transfers and returns after an assignment.
- Industrial emergency response teams
- Issue Equipment: Track PPE, spill supplies and response kits; review stock, expiry and damaged equipment.
Inventory purchasing
Suppliers, purchase orders and deliveries.
Why it helps
Connect replenishment to recorded stock needs and authorized receipt.
How to configure it
Decide which supplies and equipment are worth tracking and where they are stored.
Before you begin: Inventory module enabled
Examples for other departments
- Community paramedicine and mental health response
- Inventory purchasing: Track operational kits and consumables by location; record issues and returns without exposing clinical information.
- Search and rescue
- Inventory purchasing: Track rope, radios and search kits; issue equipment to a team, then reconcile returns and damaged items.
- Security companies and departments
- Inventory purchasing: Track radios, PPE and site keys as appropriate to inventory policy; reconcile equipment issued to patrol staff.
- Wildland contractors
- Inventory purchasing: Track tools, hose and consumables by base or crew; record transfers and returns after an assignment.
- Industrial emergency response teams
- Inventory purchasing: Track PPE, spill supplies and response kits; review stock, expiry and damaged equipment.
Logs
Activity logs for calls, training and work.
Why it helps
Keep incident and activity records with the calls they came from, ready for review and reporting.
How to configure it
Choose the log types members complete.
Before you begin: Logs module enabled
Examples for other departments
- Community paramedicine and mental health response
- Logs: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Logs: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Logs: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Logs: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Logs: Record drills and response activity; review the definition, participants and finalization requirements.
Records
Incident and activity records.
Why it helps
Keep incident and activity records with the calls they came from, ready for review and reporting.
How to configure it
Turn on Records if it is available to you and review the record settings.
Before you begin: Feature access enabled by your system operator; Logs module enabled
Examples for other departments
- Community paramedicine and mental health response
- Records: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Records: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Records: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Records: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Records: Record drills and response activity; review the definition, participants and finalization requirements.
Incident reports
Incident reports linked to calls.
Why it helps
Review source completeness before finalization or external submission.
How to configure it
Decide who completes and who reviews each report.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Incident reports: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Incident reports: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Incident reports: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Incident reports: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Incident reports: Record drills and response activity; review the definition, participants and finalization requirements.
Record definitions and templates
The forms and fields records use.
Why it helps
Fit reporting to approved local procedures while preserving built-in definitions.
How to configure it
Start from the built-in forms and add only the fields you need.
Before you begin: Feature access enabled by your system operator; Manage Record Definitions permission
Examples for other departments
- Community paramedicine and mental health response
- Record definitions and templates: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Record definitions and templates: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Record definitions and templates: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Record definitions and templates: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Record definitions and templates: Record drills and response activity; review the definition, participants and finalization requirements.
Reports
Department reports on calls, personnel and activity.
Why it helps
Keep incident and activity records with the calls they came from, ready for review and reporting.
How to configure it
Run the reports you use for meetings or compliance.
Before you begin: Reports module enabled
Examples for other departments
- Community paramedicine and mental health response
- Reports: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Reports: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Reports: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Reports: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Reports: Record drills and response activity; review the definition, participants and finalization requirements.
New Log
Record a run report, training log or work log.
Why it helps
Keep incident and activity records with the calls they came from, ready for review and reporting.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Logs module enabled
Examples for other departments
- Community paramedicine and mental health response
- New Log: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- New Log: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- New Log: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- New Log: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- New Log: Record drills and response activity; review the definition, participants and finalization requirements.
Records Dashboard
Records that are due, awaiting review or ready to submit.
Why it helps
Keep incident and activity records with the calls they came from, ready for review and reporting.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator; Logs module enabled
Examples for other departments
- Community paramedicine and mental health response
- Records Dashboard: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Records Dashboard: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Records Dashboard: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Records Dashboard: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Records Dashboard: Record drills and response activity; review the definition, participants and finalization requirements.
Records Settings
Numbering, retention, search and visibility rules for records.
Why it helps
Keep incident and activity records with the calls they came from, ready for review and reporting.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator; Logs module enabled
Examples for other departments
- Community paramedicine and mental health response
- Records Settings: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Records Settings: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Records Settings: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Records Settings: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Records Settings: Record drills and response activity; review the definition, participants and finalization requirements.
Occupancies and preplans
Buildings and sites with their contacts, hazards and preplans.
Why it helps
Keep site knowledge owned and current; recorded hazards do not certify safety.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Occupancies and preplans: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Occupancies and preplans: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Occupancies and preplans: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Occupancies and preplans: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Occupancies and preplans: Record drills and response activity; review the definition, participants and finalization requirements.
Inspections
Schedule inspections and track violations and corrections.
Why it helps
Track administrative follow-up against configured inspection procedures.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Inspections: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Inspections: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Inspections: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Inspections: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Inspections: Record drills and response activity; review the definition, participants and finalization requirements.
Hydrants and water sources
Hydrants and water sources with their inspection and flow history.
Why it helps
Identify records needing verification without claiming current flow or availability.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Hydrants and water sources: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Hydrants and water sources: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Hydrants and water sources: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Hydrants and water sources: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Hydrants and water sources: Record drills and response activity; review the definition, participants and finalization requirements.
Permits
Permits and their approval status.
Why it helps
Assign review responsibility; a software state is not a hazardous-work safety clearance.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Permits: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Permits: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Permits: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Permits: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Permits: Record drills and response activity; review the definition, participants and finalization requirements.
Investigations
Restricted case records, such as fire investigations.
Why it helps
Keep case responsibility and access separate from general department visibility.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Investigations: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Investigations: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Investigations: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Investigations: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Investigations: Record drills and response activity; review the definition, participants and finalization requirements.
Evidence capture and provenance
Collect and track evidence attached to a record.
Why it helps
Preserve evidence context and access restrictions without copying it into setup guidance.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Evidence capture and provenance: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Evidence capture and provenance: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Evidence capture and provenance: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Evidence capture and provenance: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Evidence capture and provenance: Record drills and response activity; review the definition, participants and finalization requirements.
Legal holds
Legal holds that stop records from being deleted.
Why it helps
Retain affected evidence while a hold remains active.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator; Manage Record Legal Hold permission
Examples for other departments
- Community paramedicine and mental health response
- Legal holds: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Legal holds: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Legal holds: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Legal holds: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Legal holds: Record drills and response activity; review the definition, participants and finalization requirements.
Reporting submissions
Submit incident reports to state or national reporting systems.
Why it helps
Review destination requirements and actual submission outcomes.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator; Submit Records permission
Examples for other departments
- Community paramedicine and mental health response
- Reporting submissions: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Reporting submissions: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Reporting submissions: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Reporting submissions: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Reporting submissions: Record drills and response activity; review the definition, participants and finalization requirements.
Records analytics
Response, workload and readiness trends from your records.
Why it helps
Use measured source data with its scope and completeness limits.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Records analytics: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Records analytics: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Records analytics: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Records analytics: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Records analytics: Record drills and response activity; review the definition, participants and finalization requirements.
Saved record reports
Saved record reports you can run again.
Why it helps
Make repeatable administrative reviews easier.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator; Manage Record Reports permission
Examples for other departments
- Community paramedicine and mental health response
- Saved record reports: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Saved record reports: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Saved record reports: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Saved record reports: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Saved record reports: Record drills and response activity; review the definition, participants and finalization requirements.
Record exports and templates
Export records to files using templates.
Why it helps
Keep release destinations, protected access and output handling explicit.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator; Manage Record Reports permission
Examples for other departments
- Community paramedicine and mental health response
- Record exports and templates: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Record exports and templates: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Record exports and templates: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Record exports and templates: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Record exports and templates: Record drills and response activity; review the definition, participants and finalization requirements.
Disclosure requests
Requests to release records, with redaction and approval.
Why it helps
Assign review ownership and verify the material approved for release.
How to configure it
Know which reports your department completes and who reviews them. Records may need to be enabled for your department.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Disclosure requests: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Disclosure requests: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Disclosure requests: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Disclosure requests: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Disclosure requests: Record drills and response activity; review the definition, participants and finalization requirements.
Deployment Finance
Deployment records and Deployment Finance.
Why it helps
Keep deployment records and cost documentation together for review and reimbursement.
How to configure it
Record your next deployment with its personnel and apparatus.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Deployment Finance: Plan an outreach event or temporary response-coverage deployment with dates, roster and operational objectives.
- Search and rescue
- Deployment Finance: Plan a search deployment with staging, operational period, personnel and resource roster.
- Security companies and departments
- Deployment Finance: Plan event-security or temporary site coverage with an operational roster and dates.
- Wildland contractors
- Deployment Finance: Plan a crew assignment with operational dates and resources; review cost evidence separately from the operational roster.
- Industrial emergency response teams
- Deployment Finance: Plan plant turnaround or mutual-aid coverage with dates, response resources and responsible reviewers.
New Deployment
Start a deployment record.
Why it helps
Keep deployment records and cost documentation together for review and reimbursement.
How to configure it
Useful when your members deploy to incidents outside your jurisdiction.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- New Deployment: Plan an outreach event or temporary response-coverage deployment with dates, roster and operational objectives.
- Search and rescue
- New Deployment: Plan a search deployment with staging, operational period, personnel and resource roster.
- Security companies and departments
- New Deployment: Plan event-security or temporary site coverage with an operational roster and dates.
- Wildland contractors
- New Deployment: Plan a crew assignment with operational dates and resources; review cost evidence separately from the operational roster.
- Industrial emergency response teams
- New Deployment: Plan plant turnaround or mutual-aid coverage with dates, response resources and responsible reviewers.
Deployment From External Order
Create a deployment from a mutual-aid resource order.
Why it helps
Keep deployment records and cost documentation together for review and reimbursement.
How to configure it
Useful when your members deploy to incidents outside your jurisdiction.
Before you begin: Feature access enabled by your system operator
Examples for other departments
- Community paramedicine and mental health response
- Deployment From External Order: Plan an outreach event or temporary response-coverage deployment with dates, roster and operational objectives.
- Search and rescue
- Deployment From External Order: Plan a search deployment with staging, operational period, personnel and resource roster.
- Security companies and departments
- Deployment From External Order: Plan event-security or temporary site coverage with an operational roster and dates.
- Wildland contractors
- Deployment From External Order: Plan a crew assignment with operational dates and resources; review cost evidence separately from the operational roster.
- Industrial emergency response teams
- Deployment From External Order: Plan plant turnaround or mutual-aid coverage with dates, response resources and responsible reviewers.
Invoices
Customer invoices and payments.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Set up billing settings and rate cards, then create invoices.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Invoices: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Invoices: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Invoices: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Invoices: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Invoices: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Contracts
Contracts, bids and rate schedules.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Add your service contracts and their rates.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Contracts: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Contracts: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Contracts: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Contracts: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Contracts: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Cal OES MARS
Cal OES MARS reimbursement claims.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Enter your annual rates, then work the MARS action queue after deployments.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Cal OES MARS: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Cal OES MARS: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Cal OES MARS: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Cal OES MARS: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Cal OES MARS: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Workforce
Workforce compensation and field cost runs.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Add compensation profiles, then run field costs for deployments.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Workforce: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Workforce: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Workforce: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Workforce: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Workforce: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
New Invoice
Create an invoice for a customer.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- New Invoice: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- New Invoice: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- New Invoice: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- New Invoice: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- New Invoice: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Rate Cards
Rates for units, personnel and fees used on invoices.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Rate Cards: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Rate Cards: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Rate Cards: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Rate Cards: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Rate Cards: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Accounts Receivable Aging
Unpaid invoices grouped by how overdue they are.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Accounts Receivable Aging: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Accounts Receivable Aging: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Accounts Receivable Aging: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Accounts Receivable Aging: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Accounts Receivable Aging: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Billing Settings
The legal name, remit-to address and tax details printed on invoices.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Billing Settings: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Billing Settings: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Billing Settings: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Billing Settings: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Billing Settings: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Online Payment Settings
Connect your Stripe account to take invoice payments online.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Online Payment Settings: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Online Payment Settings: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Online Payment Settings: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Online Payment Settings: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Online Payment Settings: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Bids
Priced estimates for customers.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Bids: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Bids: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Bids: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Bids: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Bids: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
New Bid
Create a bid for a customer.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- New Bid: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- New Bid: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- New Bid: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- New Bid: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- New Bid: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
New Contract
Create a service contract for a customer.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- New Contract: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- New Contract: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- New Contract: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- New Contract: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- New Contract: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Compliance Documents
Insurance, licences and bonds, with expiry reminders.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Compliance Documents: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Compliance Documents: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Compliance Documents: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Compliance Documents: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Compliance Documents: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Rate Schedules
Contractor rates for crews, vehicles and equipment.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Rate Schedules: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Rate Schedules: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Rate Schedules: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Rate Schedules: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Rate Schedules: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
MARS Action Queue
MARS claims waiting to be prepared and submitted.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- MARS Action Queue: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- MARS Action Queue: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- MARS Action Queue: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- MARS Action Queue: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- MARS Action Queue: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
MARS Annual Rates
Annual MARS salary and equipment rates.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- MARS Annual Rates: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- MARS Annual Rates: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- MARS Annual Rates: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- MARS Annual Rates: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- MARS Annual Rates: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
MARS Reconciliation
Match MARS payments to the claims you submitted.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- MARS Reconciliation: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- MARS Reconciliation: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- MARS Reconciliation: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- MARS Reconciliation: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- MARS Reconciliation: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Compensation Profiles
Pay rates and employer costs for staff.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Compensation Profiles: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Compensation Profiles: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Compensation Profiles: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Compensation Profiles: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Compensation Profiles: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Annual Pay Facts
Annual earnings and hours used for pay data reporting.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Annual Pay Facts: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Annual Pay Facts: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Annual Pay Facts: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Annual Pay Facts: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Annual Pay Facts: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Resource Cost Profiles
Running costs for units and equipment.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Resource Cost Profiles: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Resource Cost Profiles: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Resource Cost Profiles: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Resource Cost Profiles: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Resource Cost Profiles: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Field Cost Runs
Work out the full cost of a bid, call or deployment.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Field Cost Runs: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Field Cost Runs: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Field Cost Runs: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Field Cost Runs: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Field Cost Runs: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
California Pay Data Reporting
Prepare California pay data reports. Also requires Advanced Data Protection.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations module enabled; Business Operations add-on access; Advanced Data Protection add-on access; Data protection enrollment completed
Examples for other departments
- Community paramedicine and mental health response
- California Pay Data Reporting: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- California Pay Data Reporting: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- California Pay Data Reporting: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- California Pay Data Reporting: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- California Pay Data Reporting: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
My Demographic Response
Your voluntary answers for California pay data reporting.
Why it helps
Bill for standby and contract services and prepare reimbursement claims from records you already keep.
How to configure it
Requires the Workforce and Business Operations add-on. Online payments also need your own payment-provider account.
Before you begin: Feature access enabled by your system operator; Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- My Demographic Response: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- My Demographic Response: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- My Demographic Response: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- My Demographic Response: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- My Demographic Response: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Business Operations
The Workforce and Business Operations add-on: invoicing, payments, contracts, bids, MARS reimbursement and workforce costing.
Why it helps
Connect administrative commercial work to the department activities it supports.
How to configure it
Certifications and Deployment Finance do not require this add-on. Pay-data reporting additionally needs ADP Enabled; online payments require provider setup. No reimbursement or savings are guaranteed.
Before you begin: Business Operations add-on access
Examples for other departments
- Community paramedicine and mental health response
- Business Operations: Connect approved operational activity to the service’s cost workflow; review eligibility and export prerequisites outside the operational roster.
- Search and rescue
- Business Operations: Keep operational search records and any approved cost evidence together without assuming reimbursement eligibility.
- Security companies and departments
- Business Operations: Connect client/site service activity to reviewed costs and invoices; verify source activity before authorized billing.
- Wildland contractors
- Business Operations: Connect crew assignment activity and approved costs to the contracting workflow; validate rates and evidence before financial submission.
- Industrial emergency response teams
- Business Operations: Connect facility or contracted response activity to reviewed internal cost allocation and invoicing where applicable.
Workflows
Automations triggered by department events.
Why it helps
Automate repeated administrative steps and connect Resgrid to the other systems you use.
How to configure it
Start with one workflow for a task you repeat, and review its runs.
Examples for other departments
- Community paramedicine and mental health response
- Workflows: Use a reviewed workflow for an operational handover task; inspect external provider output before adoption.
- Search and rescue
- Workflows: Use a reviewed workflow for search logistics or follow-up; inspect failed executions.
- Security companies and departments
- Workflows: Use a reviewed workflow for patrol follow-up; verify client/site scope and external delivery.
- Wildland contractors
- Workflows: Use a reviewed workflow for assignment follow-up; inspect provider failures and retries.
- Industrial emergency response teams
- Workflows: Use a reviewed workflow for drill or equipment follow-up; inspect execution history.
User-defined fields
Custom fields on calls, personnel and other records.
Why it helps
Collect the information the department actually needs with appropriate classification.
How to configure it
Add only the fields you must capture.
Examples for other departments
- Community paramedicine and mental health response
- User-defined fields: Use a reviewed workflow for an operational handover task; inspect external provider output before adoption.
- Search and rescue
- User-defined fields: Use a reviewed workflow for search logistics or follow-up; inspect failed executions.
- Security companies and departments
- User-defined fields: Use a reviewed workflow for patrol follow-up; verify client/site scope and external delivery.
- Wildland contractors
- User-defined fields: Use a reviewed workflow for assignment follow-up; inspect provider failures and retries.
- Industrial emergency response teams
- User-defined fields: Use a reviewed workflow for drill or equipment follow-up; inspect execution history.
API and MCP integrations
API and MCP access for other systems.
Why it helps
Connect approved systems without placing credentials in setup examples.
How to configure it
Create credentials for each integration and limit what they can access.
Examples for other departments
- Community paramedicine and mental health response
- API and MCP integrations: Use a reviewed workflow for an operational handover task; inspect external provider output before adoption.
- Search and rescue
- API and MCP integrations: Use a reviewed workflow for search logistics or follow-up; inspect failed executions.
- Security companies and departments
- API and MCP integrations: Use a reviewed workflow for patrol follow-up; verify client/site scope and external delivery.
- Wildland contractors
- API and MCP integrations: Use a reviewed workflow for assignment follow-up; inspect provider failures and retries.
- Industrial emergency response teams
- API and MCP integrations: Use a reviewed workflow for drill or equipment follow-up; inspect execution history.
New Workflow
Create an automation workflow.
Why it helps
Automate repeated administrative steps and connect Resgrid to the other systems you use.
How to configure it
Have the destination systems and credentials ready, and decide who owns each automation.
Examples for other departments
- Community paramedicine and mental health response
- New Workflow: Use a reviewed workflow for an operational handover task; inspect external provider output before adoption.
- Search and rescue
- New Workflow: Use a reviewed workflow for search logistics or follow-up; inspect failed executions.
- Security companies and departments
- New Workflow: Use a reviewed workflow for patrol follow-up; verify client/site scope and external delivery.
- Wildland contractors
- New Workflow: Use a reviewed workflow for assignment follow-up; inspect provider failures and retries.
- Industrial emergency response teams
- New Workflow: Use a reviewed workflow for drill or equipment follow-up; inspect execution history.
Workflow Runs
The history of workflow runs, including failures.
Why it helps
Automate repeated administrative steps and connect Resgrid to the other systems you use.
How to configure it
Have the destination systems and credentials ready, and decide who owns each automation.
Examples for other departments
- Community paramedicine and mental health response
- Workflow Runs: Use a reviewed workflow for an operational handover task; inspect external provider output before adoption.
- Search and rescue
- Workflow Runs: Use a reviewed workflow for search logistics or follow-up; inspect failed executions.
- Security companies and departments
- Workflow Runs: Use a reviewed workflow for patrol follow-up; verify client/site scope and external delivery.
- Wildland contractors
- Workflow Runs: Use a reviewed workflow for assignment follow-up; inspect provider failures and retries.
- Industrial emergency response teams
- Workflow Runs: Use a reviewed workflow for drill or equipment follow-up; inspect execution history.
Import and migration planning
Plan moving your data from another system into Resgrid.
Why it helps
Avoid duplicate resources and verify resulting configuration in Setup Report.
How to configure it
Have the destination systems and credentials ready, and decide who owns each automation.
Examples for other departments
- Community paramedicine and mental health response
- Import and migration planning: Use a reviewed workflow for an operational handover task; inspect external provider output before adoption.
- Search and rescue
- Import and migration planning: Use a reviewed workflow for search logistics or follow-up; inspect failed executions.
- Security companies and departments
- Import and migration planning: Use a reviewed workflow for patrol follow-up; verify client/site scope and external delivery.
- Wildland contractors
- Import and migration planning: Use a reviewed workflow for assignment follow-up; inspect provider failures and retries.
- Industrial emergency response teams
- Import and migration planning: Use a reviewed workflow for drill or equipment follow-up; inspect execution history.
Voice
Push-to-Talk voice channels.
Why it helps
Coordinate field teams through app-based voice channels.
How to configure it
Create channels and add the members who use them.
Before you begin: Push-to-Talk add-on access
Examples for other departments
- Community paramedicine and mental health response
- Voice: Plan operational team channels and verify device and add-on prerequisites.
- Search and rescue
- Voice: Plan search-team and staging channels; test approved participants and fallback radio procedures.
- Security companies and departments
- Voice: Plan site and patrol channels with intended memberships; test authorized device access.
- Wildland contractors
- Voice: Plan crew and staging channels; test connectivity and approved fallback communications.
- Industrial emergency response teams
- Voice: Plan facility response channels; test device access and approved fallback communications.
Push-to-Talk
The Push-to-Talk add-on: voice channels in the Resgrid apps.
Why it helps
Coordinate field teams through configured voice channels.
How to configure it
Review seats, supported clients and channel setup. PTT does not provide phone dispatch alerts or certify radio replacement.
Before you begin: Push-to-Talk add-on access
Examples for other departments
- Community paramedicine and mental health response
- Push-to-Talk: Plan operational team channels and verify device and add-on prerequisites.
- Search and rescue
- Push-to-Talk: Plan search-team and staging channels; test approved participants and fallback radio procedures.
- Security companies and departments
- Push-to-Talk: Plan site and patrol channels with intended memberships; test authorized device access.
- Wildland contractors
- Push-to-Talk: Plan crew and staging channels; test connectivity and approved fallback communications.
- Industrial emergency response teams
- Push-to-Talk: Plan facility response channels; test device access and approved fallback communications.
Data Protection
Protection enrollment, key recovery and access controls.
Why it helps
Protects sensitive incident and personnel content, with controlled disclosure and key recovery.
How to configure it
Review the enrollment checklist and plan key recovery before enrolling.
Before you begin: Advanced Data Protection add-on access
Examples for other departments
- Community paramedicine and mental health response
- Data Protection: Review protected-record access, key and recovery prerequisites according to the service’s policy.
- Search and rescue
- Data Protection: Review protected operational details and recovery ownership; verify authorized access.
- Security companies and departments
- Data Protection: Review client/site protected-data access and recovery responsibilities.
- Wildland contractors
- Data Protection: Review protected assignment data and key/recovery ownership.
- Industrial emergency response teams
- Data Protection: Review protected facility information and recovery procedures with responsible owners.
Protected workflows
Send protected data to approved outside systems through reviewed workflows.
Why it helps
Keep protected-data egress scoped, reviewed and auditable.
How to configure it
Requires the Advanced Data Protection add-on. Enrollment is a separate step: plan two-factor sign-in and key recovery first, and review the effects on search, exports and integrations.
Before you begin: Advanced Data Protection add-on access; Data protection enrollment completed
Examples for other departments
- Community paramedicine and mental health response
- Protected workflows: Review protected-record access, key and recovery prerequisites according to the service’s policy.
- Search and rescue
- Protected workflows: Review protected operational details and recovery ownership; verify authorized access.
- Security companies and departments
- Protected workflows: Review client/site protected-data access and recovery responsibilities.
- Wildland contractors
- Protected workflows: Review protected assignment data and key/recovery ownership.
- Industrial emergency response teams
- Protected workflows: Review protected facility information and recovery procedures with responsible owners.
Advanced Data Protection
The Advanced Data Protection add-on: extra encryption and controlled access for sensitive data.
Why it helps
Control protected content disclosure and recovery through the department protection lifecycle.
How to configure it
Buying does not enroll the department. Review MFA, recovery, migration and integration behavior; this is not a compliance certification.
Before you begin: Advanced Data Protection add-on access
Examples for other departments
- Community paramedicine and mental health response
- Advanced Data Protection: Review protected-record access, key and recovery prerequisites according to the service’s policy.
- Search and rescue
- Advanced Data Protection: Review protected operational details and recovery ownership; verify authorized access.
- Security companies and departments
- Advanced Data Protection: Review client/site protected-data access and recovery responsibilities.
- Wildland contractors
- Advanced Data Protection: Review protected assignment data and key/recovery ownership.
- Industrial emergency response teams
- Advanced Data Protection: Review protected facility information and recovery procedures with responsible owners.
Base plans and capacity
Your plan, its personnel and unit limits, and your add-ons.
Why it helps
Choose capacity for actual department needs without inferring prices or terms.
How to configure it
Check the remaining room before adding many members or units.
Examples for other departments
- Community paramedicine and mental health response
- Base plans and capacity: Compare active member counts and enabled modules with subscription capacity; identify the owner of subscription changes.
- Search and rescue
- Base plans and capacity: Plan seasonal volunteer capacity and relevant add-ons before increasing the roster.
- Security companies and departments
- Base plans and capacity: Compare patrol-company roster growth and add-on needs with subscription capacity; review purchases with the account owner.
- Wildland contractors
- Base plans and capacity: Review seasonal contractor roster and required add-ons; distinguish subscription billing from deployment cost recovery.
- Industrial emergency response teams
- Base plans and capacity: Review facility roster and operational add-ons against subscription capacity; confirm external billing-system status.
Enhanced AI
AI assistance beyond the free Admin Assist allowance.
Why it helps
Help explain approved evidence and prepare drafts for human review when released.
How to configure it
Nothing to set up yet; your free Admin Assist allowance works without it.
Before you begin: Enhanced AI add-on access
Availability: planned. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Enhanced AI: Ask for help locating setup or operational information, then check it on the owning screen; the assistant is not clinical decision support.
- Search and rescue
- Enhanced AI: Ask how to locate search-team or configuration information; verify the answer and current source records.
- Security companies and departments
- Enhanced AI: Ask for help with patrol workflow configuration; inspect site scope and source data before acting.
- Wildland contractors
- Enhanced AI: Ask how to find deployment or crew setup information; verify current assignment data and provider availability.
- Industrial emergency response teams
- Enhanced AI: Ask for help finding facility workflows; validate answers against current records and approved procedures.
Passkeys and account recovery
Passkeys add a device-backed sign-in factor and need deliberate naming, removal, and recovery handling.
Why it helps
Passkeys add a device-backed sign-in factor and need deliberate naming, removal, and recovery handling.
How to configure it
Enroll from account security on a compatible demo device. Name the credential and review the remaining recovery factors.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Passkeys and account recovery: Set the local time zone for scheduled outreach visits; review whether a daily reset would incorrectly mark an occupied response team available.
- Search and rescue
- Passkeys and account recovery: Choose availability reset rules that suit volunteers and overnight searches; avoid implying that a remote volunteer has arrived at staging.
- Security companies and departments
- Passkeys and account recovery: Set patrol-day boundaries and display order; review staffing suppression before excluding an off-duty patrol member from alerts.
- Wildland contractors
- Passkeys and account recovery: Review reset times across overnight assignments and the deployment time zone before changing contractor crew availability.
- Industrial emergency response teams
- Passkeys and account recovery: Align display time with plant shifts and review automatic resets before overwriting a team engaged in an extended incident.
Link a messaging-platform account
Account linking associates a member with a configured external assistant platform.
Why it helps
Account linking associates a member with a configured external assistant platform.
How to configure it
Confirm a platform is configured, generate a short-lived linking code, and complete linking in the intended platform.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Link a messaging-platform account: Review eligible channels and intended team recipients before an authorized communication test; configuration alone does not prove delivery.
- Search and rescue
- Link a messaging-platform account: Review volunteer alert channels and inactive members; test reviewed recipients and fallback communications.
- Security companies and departments
- Link a messaging-platform account: Review site/patrol alert recipients and channel preferences; prove delivery through a reviewed test.
- Wildland contractors
- Link a messaging-platform account: Review crew communication channels and remote-connectivity limitations before mobilization.
- Industrial emergency response teams
- Link a messaging-platform account: Review on-duty facility recipients and specialist escalation channels; test reviewed recipients and fallback procedures.
Connect department profiles and posts
Connect provides a department profile, posts, and communication surfaces.
Why it helps
Connect provides a department profile, posts, and communication surfaces.
How to configure it
Review the intended public profile content, then prepare a fictional profile and sample post through their owning screens.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Connect department profiles and posts: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- Connect department profiles and posts: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- Connect department profiles and posts: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- Connect department profiles and posts: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- Connect department profiles and posts: Organize facility response plans, access instructions and equipment procedures with current owners.
Search and navigation
Navigation search helps members find the work they are authorized to access.
Why it helps
Navigation search helps members find the work they are authorized to access.
How to configure it
Search for a known department feature using a member account and an administrator account.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Search and navigation: Organize approved response and referral procedures with responsible owners and review dates.
- Search and rescue
- Search and navigation: Organize search, navigation and equipment protocols and mutual-aid references.
- Security companies and departments
- Search and navigation: Organize site instructions, escalation procedures and patrol reference documents.
- Wildland contractors
- Search and navigation: Organize assignment, equipment and agency procedures with seasonal review ownership.
- Industrial emergency response teams
- Search and navigation: Organize facility response plans, access instructions and equipment procedures with current owners.
Mutual-aid resource orders
Resource orders describe requested resources and the fills departments offer or accept.
Why it helps
Resource orders describe requested resources and the fills departments offer or accept.
How to configure it
Review ordering settings and participating departments. Create a fictional request, offer a fill, and review acceptance.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Mutual-aid resource orders: Plan an outreach event or temporary response-coverage deployment with dates, roster and operational objectives.
- Search and rescue
- Mutual-aid resource orders: Plan a search deployment with staging, operational period, personnel and resource roster.
- Security companies and departments
- Mutual-aid resource orders: Plan event-security or temporary site coverage with an operational roster and dates.
- Wildland contractors
- Mutual-aid resource orders: Plan a crew assignment with operational dates and resources; review cost evidence separately from the operational roster.
- Industrial emergency response teams
- Mutual-aid resource orders: Plan plant turnaround or mutual-aid coverage with dates, response resources and responsible reviewers.
External orders and deployment closeout
An external order records the department fills and their mobilization, release, and actual return home.
Why it helps
An external order records the department fills and their mobilization, release, and actual return home.
How to configure it
Enter an approved sample external order, link its deployment, record the fill transitions, and complete closeout.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- External orders and deployment closeout: Plan an outreach event or temporary response-coverage deployment with dates, roster and operational objectives.
- Search and rescue
- External orders and deployment closeout: Plan a search deployment with staging, operational period, personnel and resource roster.
- Security companies and departments
- External orders and deployment closeout: Plan event-security or temporary site coverage with an operational roster and dates.
- Wildland contractors
- External orders and deployment closeout: Plan a crew assignment with operational dates and resources; review cost evidence separately from the operational roster.
- Industrial emergency response teams
- External orders and deployment closeout: Plan plant turnaround or mutual-aid coverage with dates, response resources and responsible reviewers.
Deployment time and export reports
Read-only deployment reports bring time entries, supporting artifacts, and export outputs together.
Why it helps
Read-only deployment reports bring time entries, supporting artifacts, and export outputs together.
How to configure it
Open a recorded demo deployment and review its time report, summary, and available exports.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Deployment time and export reports: Plan an outreach event or temporary response-coverage deployment with dates, roster and operational objectives.
- Search and rescue
- Deployment time and export reports: Plan a search deployment with staging, operational period, personnel and resource roster.
- Security companies and departments
- Deployment time and export reports: Plan event-security or temporary site coverage with an operational roster and dates.
- Wildland contractors
- Deployment time and export reports: Plan a crew assignment with operational dates and resources; review cost evidence separately from the operational roster.
- Industrial emergency response teams
- Deployment time and export reports: Plan plant turnaround or mutual-aid coverage with dates, response resources and responsible reviewers.
Quality review and sampling
Post-finalization review uses rubrics, sampling, scores, and trends to identify reporting follow-up.
Why it helps
Post-finalization review uses rubrics, sampling, scores, and trends to identify reporting follow-up.
How to configure it
Confirm rollout and reviewer access, configure an approved rubric, sample finalized records, and score a demo review.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Quality review and sampling: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Quality review and sampling: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Quality review and sampling: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Quality review and sampling: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Quality review and sampling: Record drills and response activity; review the definition, participants and finalization requirements.
Records health and prevention attachments
Records health and prevention attachment screens make retained record support and issues visible to authorized users.
Why it helps
Records health and prevention attachment screens make retained record support and issues visible to authorized users.
How to configure it
Review the records health view and attach a synthetic support file to an appropriate prevention record.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Records health and prevention attachments: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Records health and prevention attachments: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Records health and prevention attachments: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Records health and prevention attachments: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Records health and prevention attachments: Record drills and response activity; review the definition, participants and finalization requirements.
NERIS incident analysis lifecycle
Incident analysis is a separately validated and submitted artifact linked to an incident report.
Why it helps
Incident analysis is a separately validated and submitted artifact linked to an incident report.
How to configure it
Start analysis from a demo incident, edit and validate it, then review finalization and submission readiness.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- NERIS incident analysis lifecycle: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- NERIS incident analysis lifecycle: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- NERIS incident analysis lifecycle: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- NERIS incident analysis lifecycle: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- NERIS incident analysis lifecycle: Record drills and response activity; review the definition, participants and finalization requirements.
Community risk reduction activities
Community risk reduction records education and prevention activity with attendee counts.
Why it helps
Community risk reduction records education and prevention activity with attendee counts.
How to configure it
Confirm the community-risk feature and access, record a fictional activity, and review its summary and analytics scope.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Community risk reduction activities: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Community risk reduction activities: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Community risk reduction activities: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Community risk reduction activities: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Community risk reduction activities: Record drills and response activity; review the definition, participants and finalization requirements.
Record revisions and differences
Revision and difference views help reviewers understand how a record changed.
Why it helps
Revision and difference views help reviewers understand how a record changed.
How to configure it
Open two revisions of a synthetic record and review their differences and any permitted export.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Record revisions and differences: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Record revisions and differences: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Record revisions and differences: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Record revisions and differences: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Record revisions and differences: Record drills and response activity; review the definition, participants and finalization requirements.
Submission outcomes and reconciliation
Submission details and reconciliation keep a recorded report distinct from its external filing outcome.
Why it helps
Submission details and reconciliation keep a recorded report distinct from its external filing outcome.
How to configure it
Review a test submission status and reconcile a known destination response through the owning workflow.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Submission outcomes and reconciliation: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Submission outcomes and reconciliation: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Submission outcomes and reconciliation: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Submission outcomes and reconciliation: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Submission outcomes and reconciliation: Record drills and response activity; review the definition, participants and finalization requirements.
Inventory use attached to records
Record inventory workflows connect consumption and evidence to the incident or activity record.
Why it helps
Record inventory workflows connect consumption and evidence to the incident or activity record.
How to configure it
Link synthetic inventory use to a record, refresh its evidence, and review supported reversal handling.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Inventory use attached to records: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Inventory use attached to records: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Inventory use attached to records: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Inventory use attached to records: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Inventory use attached to records: Record drills and response activity; review the definition, participants and finalization requirements.
Deployment connector administration
Deployment connector screens manage connector configuration, enablement, tokens, and runs.
Why it helps
Deployment connector screens manage connector configuration, enablement, tokens, and runs.
How to configure it
Review connector terms and ownership, configure a demo destination, and inspect a controlled run.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Deployment connector administration: Use an approved operational record definition for visits or responses; select fields and access according to the service’s record policy.
- Search and rescue
- Deployment connector administration: Record search activity, participants and outcomes; distinguish a saved draft from a reviewed or finalized record.
- Security companies and departments
- Deployment connector administration: Record patrol or incident activity under an appropriate definition; review required fields and client/site access.
- Wildland contractors
- Deployment connector administration: Record assignment activity and crew evidence; link the correct call or deployment and retain review status.
- Industrial emergency response teams
- Deployment connector administration: Record drills and response activity; review the definition, participants and finalization requirements.
Parts, vendor charges, and approvals
Work-order operations connect parts, vendor charges, approval requests, and spending policy to a repair.
Why it helps
Work-order operations connect parts, vendor charges, approval requests, and spending policy to a repair.
How to configure it
Review policy, reserve a sample part, record its movement and a vendor charge, then request the required approval.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Parts, vendor charges, and approvals: Turn a response-vehicle or kit defect into a work order with an owner, state and completion evidence.
- Search and rescue
- Parts, vendor charges, and approvals: Track defective radios or search equipment through review, repair and return to service.
- Security companies and departments
- Parts, vendor charges, and approvals: Track patrol equipment and vehicle defects through assigned repairs and verification.
- Wildland contractors
- Parts, vendor charges, and approvals: Track apparatus and tool defects with assignment impact and return-to-service evidence.
- Industrial emergency response teams
- Parts, vendor charges, and approvals: Track response-equipment defects through repair ownership and verified completion.
Preview bulk maintenance changes
Bulk maintenance tools preview imported rows or assignment changes before applying them.
Why it helps
Bulk maintenance tools preview imported rows or assignment changes before applying them.
How to configure it
Use the import template or select demo rows, preview the proposed changes, and review the row outcomes.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- Preview bulk maintenance changes: Turn a response-vehicle or kit defect into a work order with an owner, state and completion evidence.
- Search and rescue
- Preview bulk maintenance changes: Track defective radios or search equipment through review, repair and return to service.
- Security companies and departments
- Preview bulk maintenance changes: Track patrol equipment and vehicle defects through assigned repairs and verification.
- Wildland contractors
- Preview bulk maintenance changes: Track apparatus and tool defects with assignment impact and return-to-service evidence.
- Industrial emergency response teams
- Preview bulk maintenance changes: Track response-equipment defects through repair ownership and verified completion.
AI dispatch settings and activity
The checkout contains gated AI dispatch settings for enrichment fields, confidence, sender scope, token limits, and activity.
Why it helps
The checkout contains gated AI dispatch settings for enrichment fields, confidence, sender scope, token limits, and activity.
How to configure it
Confirm host enablement and department rollout before reviewing the settings. Saving settings alone does not start enrichment.
Availability: source-present; deployment unverified. Check your department’s version and enabled modules.
Examples for other departments
- Community paramedicine and mental health response
- AI dispatch settings and activity: Ask for help locating setup or operational information, then check it on the owning screen; the assistant is not clinical decision support.
- Search and rescue
- AI dispatch settings and activity: Ask how to locate search-team or configuration information; verify the answer and current source records.
- Security companies and departments
- AI dispatch settings and activity: Ask for help with patrol workflow configuration; inspect site scope and source data before acting.
- Wildland contractors
- AI dispatch settings and activity: Ask how to find deployment or crew setup information; verify current assignment data and provider availability.
- Industrial emergency response teams
- AI dispatch settings and activity: Ask for help finding facility workflows; validate answers against current records and approved procedures.
Make informed choices
Configuration reference
Review a setting’s purpose and its effects before changing your department configuration.
Disabled Auto Available
Disabled Auto Available. Disables automatic availability behavior. Review staffing/status reset interactions before changing it.
Personnel Sort Order
Personnel Sort Order. Sort order for personnel lists; does not change availability, access or dispatch priority.
Personnel List Status Sort Order
Personnel List Status Sort Order. Custom ordering of personnel statuses in lists. Review all configured statuses before replacing the order.
Staffing Suppress Staffing Levels
Staffing Suppress Staffing Levels. Staffing levels suppressed in supported notifications. Suppression can change who hears an alert and is not evidence of delivery.
Personnel List Status Order Setting / Orders
Personnel List Status Order Setting / Orders. Ordered status weights for supported personnel lists. This does not set availability or dispatch priority.
Personnel List Status Order / Weight
Personnel List Status Order / Weight. Relative list order for this status. Confirm all configured statuses remain represented.
Personnel List Status Order / Status ID
Personnel List Status Order / Status ID. Existing personnel-status identifier whose list position is being configured.
Department Suppress Staffing Info / Enable Suppress Staffing
Department Suppress Staffing Info / Enable Suppress Staffing. Enables the configured staffing-level suppression in supported notification consumers; review reachability before changing it.
Department Suppress Staffing Info / Staffing Levels To Suppress
Department Suppress Staffing Info / Staffing Levels To Suppress. Existing staffing levels to suppress. A suppressed level is not proof that another channel reaches the member.
Department / Address ID
Department / Address ID. Department address reference. Review the owning address and mapping consumers; it is separate from station and site addresses.
Test Enabled
Test Enabled. Department testing behavior. Do not treat enabling a test setting as proof of production readiness.
Update Timestamp
Update Timestamp. Internal configuration timestamp. Read-only metadata, not an administrator-editable preference.
Module Settings
Module Settings. Controls module navigation and supported feature gates. Hiding a module does not delete its records or prove independent dispatch settings are disabled.
Require2 FAFor Admins
Require2 FAFor Admins. Administrator MFA requirement mode. Verify actual factors and recovery for each administrator before enforcement changes.
Force Chatbot Security Pin
Force Chatbot Security Pin. Require the member security PIN for sensitive supported chatbot and SMS actions, including members who have not opted in.
Require Password Reset Via Email
Require Password Reset Via Email. Use single-use recovery links for administrator-initiated member password resets, instead of selecting a replacement password.
Department Operating Profile
Department Operating Profile. Declared organization, workforce, dispatch, seasonal, language and policy context. Recommendations never infer licenses or clinical scope from this profile.
Operating sectors
Operating sectors. Choose all sectors served by the department. A pack suggests administrative reviews; it does not establish qualification or clinical scope.
Workforce mix
Workforce mix. Describe the workforce so setup guidance can reflect career, volunteer, contract or combined operations.
Declared member count
Declared member count. Optional planning estimate; actual membership and subscription counts come from their owning sources.
Authoritative system references
Authoritative system references. Short declared source-system labels. Saving this list does not verify a connection, an import or the freshness of external data.
Dispatch model
Dispatch model. Record whether dispatch is central, self-directed, external or a combination. Verify each routing path through its owning settings.
Operating hours
Operating hours. Describe continuous, scheduled, on-call or seasonal operation. This is context and does not create shifts or guarantee coverage.
Sites and groups
Sites and groups. Reference existing numeric group IDs in this department. This does not grant group access or change dispatch scope.
Mutual aid participation
Mutual aid participation. Declare whether mutual aid is part of operations. Agreements, access and response eligibility require separate review.
Working languages
Working languages. Languages used by the team. This preference does not prove interpreter availability or translate operational records.
Accessibility preferences
Accessibility preferences. Record screen-reader, caption, large-text or plain-language needs for setup planning. Verify client behavior with the people who use it.
Staffing policy documents
Staffing policy documents. Reference existing department document IDs for approved staffing policies. The save checks existence and expiry, not policy approval or adequacy.
Qualification policy documents
Qualification policy documents. Reference existing department document IDs for approved qualification policies. Do not infer a license, scope of practice or deployment qualification from a role label.
Continuity procedure documents
Continuity procedure documents. Reference existing department document IDs for approved continuity procedures. Test fallback communications and ownership through the approved procedure.
Season start
Season start. Start of a declared seasonal period, in MM-DD format. Provide both start and end; this does not enable or disable resources on those dates.
Season end
Season end. End of a declared seasonal period, in MM-DD format. A period can cross a calendar year; verify actual rosters separately.
Profile review time
Profile review time. Server-recorded time of the most recent validated profile save; it does not certify operational readiness.
Profile revision
Profile revision. Server revision used to reject concurrent overwrites. Reload when another administrator has saved a newer profile.
Expected email polling interval (minutes)
Expected email polling interval (minutes). Optional maximum time between recorded mailbox polls, from 1 to 10080 minutes. Blank means no declared polling expectation. This checks configured email connectors, not how often calls arrive; it does not measure SMS, CAD push or API health. Review the host polling schedule before setting it.
Create calls
Create calls. Allows starting a call. The department-level action uses each member’s actual administrator state and personnel roles; later dispatch validation remains authoritative.
Create notes
Create notes. Allows creating a department note. The action does not grant access to protected note contents or another department.
View personal information
View personal information. Controls the personal-information permission gate. Protected fields still require their own current authorization and data protection grant.
View personnel
View personnel. Controls visibility of personnel targets. A group lock can narrow target scope; administrators of a target group or its ancestors use the owning visibility policy.
View units
View units. Controls visibility of unit targets and their assigned stations. Ungrouped viewers and unassigned units do not share a group.
View personnel locations
View personnel locations. Controls the location visibility gate for each viewer and person. The preview counts access pairs, not current map markers, tracking consent or GPS availability.
View unit locations
View unit locations. Controls the location visibility gate for each viewer and unit. A group lock refers to the unit’s station and the owning group hierarchy, not any station a viewer can otherwise see.
Add Personnel
Add Personnel. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Remove Personnel
Remove Personnel. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Create Training
Create Training. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Create Document
Create Document. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Create Calendar Entry
Create Calendar Entry. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Create Log
Create Log. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Create Shift
Create Shift. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Adjust Inventory
Adjust Inventory. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Create Message
Create Message. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Delete Call
Delete Call. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Close Call
Close Call. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Add Call Data
Add Call Data. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Contact Edit
Contact Edit. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Contact View
Contact View. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Contact Delete
Contact Delete. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Create Workflow
Create Workflow. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Workflow Credentials
Manage Workflow Credentials. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View Workflow Runs
View Workflow Runs. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View custom field Fields
View custom field Fields. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Routes
Manage Routes. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Delete Log
Delete Log. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Use Calendar Sync
Use Calendar Sync. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Dispatch App Login
Dispatch App Login. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Command App Login
Command App Login. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Department Data Protection
Manage Department Data Protection. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View Protected Call Data
View Protected Call Data. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Edit Protected Call Data
Edit Protected Call Data. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View Protected Personnel Data
View Protected Personnel Data. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View Protected Contact Data
View Protected Contact Data. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View Protected Operational Data
View Protected Operational Data. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Export Protected Data
Export Protected Data. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Configure Protected Data Egress
Configure Protected Data Egress. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Break Glass Protected Data
Break Glass Protected Data. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Create Record
Create Record. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Delete Record
Delete Record. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Review Records
Review Records. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Approve Records
Approve Records. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Finalize Records
Finalize Records. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Amend Records
Amend Records. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Submit Records
Submit Records. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Export Records
Export Records. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Share Records Externally
Share Records Externally. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View Restricted Records
View Restricted Records. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View Legacy Records
View Legacy Records. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View Group Records
View Group Records. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Record Definitions
Manage Record Definitions. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Publish Record Definitions
Publish Record Definitions. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Record Reports
Manage Record Reports. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Record Disclosures
Manage Record Disclosures. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Record Legal Hold
Manage Record Legal Hold. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Reassign Record Drafts
Reassign Record Drafts. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Records Prevention Admin
Records Prevention Admin. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Checklists
Manage Checklists. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View Checklist Results
View Checklist Results. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Work Orders
Manage Work Orders. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View All Work Orders
View All Work Orders. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Transfer Inventory
Transfer Inventory. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Issue Inventory
Issue Inventory. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Controlled Substances
Manage Controlled Substances. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Invoicing
Manage Invoicing. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View Invoicing
View Invoicing. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Certifications
Manage Certifications. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View Certifications
View Certifications. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Certification Setup
Manage Certification Setup. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Bids
Manage Bids. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Contracts
Manage Contracts. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Deployments
Manage Deployments. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Approve Time Reports
Approve Time Reports. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Mutual Aid Reimbursement
Manage Mutual Aid Reimbursement. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View Internal Costs
View Internal Costs. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Workforce Compensation
Manage Workforce Compensation. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
View Workforce Compensation
View Workforce Compensation. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Manage Pay Data Reporting
Manage Pay Data Reporting. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Export Pay Data Reporting
Export Pay Data Reporting. Review this permission on the Security screen. Its default when no policy is saved, group scope, dependent permissions and behavior across web, API and mobile are awaiting a complete consumer review. No live impact preview is available for this permission yet.
Department / Name
Department / Name. Department display name. Review member-facing labels and documents that snapshot the name; changing it does not rename historical artifacts.
Department / Department Type
Department / Department Type. Legacy organization-type label. The operating profile provides multiple sectors; neither establishes clinical scope or response qualifications.
Department / Time Zone
Department / Time Zone. Department time zone used by scheduling and local-date reports. Review overnight shifts and daylight-saving transitions before changing it.
Department / Use24 Hour Time
Department / Use24 Hour Time. Preferred time display. This does not change stored timestamps or the department time zone.
Department / Managing User ID
Department / Managing User ID. Managing-member identity. Subscription and high-risk account operations may require this member; change ownership through its explicit owning workflow.
Department / Code
Department / Code. Department code used by supported identification and access flows. Review those consumers before changing it.
Department / API Key
Department / API Key. Department API credential. Never place it in setup notes or model input; manage and rotate it through the authorized workflow.
Department / Public API Key
Department / Public API Key. Credential used by supported public API consumers. Public in the field name does not make credential disclosure safe.
Department / Shared Secret
Department / Shared Secret. Department integration secret. Rotation can affect integrations and needs coordinated verification.
Department / Link Code
Department / Link Code. Department linking code. Review who can use a link and rotate it using the owning workflow.
Department / Show Welcome
Department / Show Welcome. Legacy welcome flag. Restored setup dismissal is per administrator and does not use this flag as evidence of setup completion.
Department Security Policy / Require MFA
Department Security Policy / Require MFA. Department-wide MFA policy, distinct from the administrator-only setting. Review enrollment, supported factors and recovery before enforcement.
Department Security Policy / Require SSO
Department Security Policy / Require SSO. Requires the supported SSO policy gate. Verify the active identity provider and local recovery arrangements before removing a sign-in path.
Department Security Policy / Session Timeout Minutes
Department Security Policy / Session Timeout Minutes. Idle timeout in minutes; zero defers to host behavior. Verify policy-managed sessions and each supported client rather than assuming immediate global logout.
Department Security Policy / Max Concurrent Sessions
Department Security Policy / Max Concurrent Sessions. Maximum policy-managed concurrent sessions per user; zero means unlimited for this setting. Existing sessions and enforcement rollout must be checked separately.
Department Security Policy / Allowed IP Ranges
Department Security Policy / Allowed IP Ranges. Allowed login network ranges. Empty adds no range restriction. Review legitimate responder networks and recovery access before narrowing it.
Department Security Policy / Password Expiration Days
Department Security Policy / Password Expiration Days. Password age in days; zero disables this policy's age limit. Verify local-password and SSO behavior separately.
Department Security Policy / Min Password Length
Department Security Policy / Min Password Length. Minimum length offered by the policy editor. Actual password validators and supported credential-change paths remain authoritative.
Department Security Policy / Require Password Complexity
Department Security Policy / Require Password Complexity. Stored complexity preference. Consumer and editor coverage must be verified before relying on this field; it is not proof that an existing password meets a rule.
Department Security Policy / Data Classification Level
Department Security Policy / Data Classification Level. Department classification label. Selecting it does not enroll ADP, establish compliance or automatically classify every record correctly.
Department Security Policy / Allow Passkeys For Login MFA
Department Security Policy / Allow Passkeys For Login MFA. Accepts a passkey registered in the requesting app as MFA for sign-in, department entry and step-up. Authenticator codes are always accepted. Changing it advances the MFA policy version; sessions whose only second factor is now disallowed verify again. Managing member only.
Department Security Policy / Allow Passkeys For ADP
Department Security Policy / Allow Passkeys For ADP. Accepts a passkey for protected-data access, ADP management and protected-workflow approvals. Authenticator codes are always accepted. Changing it ends current protected-data access, so members verify again. Managing member only.
Department Security Policy / Allow Federated MFA For Login MFA
Department Security Policy / Allow Federated MFA For Login MFA. Accepts the identity provider's MFA for sign-in and step-up. Requires a tested MFA mapping on the SSO configuration; without one the provider's claims never count. Managing member only.
Department Security Policy / Allow Federated MFA For ADP
Department Security Policy / Allow Federated MFA For ADP. Accepts the identity provider's MFA for protected data. Requires a tested MFA mapping; changing it ends current protected-data access. Managing member only.
Department Security Policy / Allow Responder Approval
Department Security Policy / Allow Responder Approval. Accepts approval with the member's Responder app passkey wherever the matching passkey setting is on; never for security changes or account sign-in methods. Changing it also ends current protected-data access. Managing member only.
Department Security Policy / Accept Recent Login MFA For ADP
Department Security Policy / Accept Recent Login MFA For ADP. Lets MFA completed at sign-in in the same session open protected data within the step-up window, for methods the protected-data settings allow. Changing it ends current protected-data access. Managing member only.
Department Security Policy / Accept Recent Unlock MFA For ADP
Department Security Policy / Accept Recent Unlock MFA For ADP. Lets the operator's fresh unlock verification on a shared device open protected data. Changing it ends current protected-data access. Managing member only.
Department Security Policy / Shared Idle Lock Minutes
Department Security Policy / Shared Idle Lock Minutes. Minutes without operator activity before a shared vehicle tablet or workstation session locks, from 1 to 15. Background updates and incoming alerts are not activity. A stricter value reaches running sessions at their next request. Managing member only.
Department Security Policy / Shared Shift Hours
Department Security Policy / Shared Shift Hours. Hours after sign-in when a shared session ends whatever the activity, from 1 to 24. A shorter value ends running sessions sooner; a longer one never extends them. Managing member only.
Department Security Policy / Shared Mode Required Apps
Department Security Policy / Shared Mode Required Apps. Unit, IC and Dispatch sessions this department always runs as shared sessions, whatever the installation is set to; sign-ins that do not name their app count too. Needs app versions that support shared mode. Managing member only.
Department SSO Config / SSO Provider Type
Department SSO Config / SSO Provider Type. Selects the identity protocol and provider configuration. OIDC and SAML have different metadata, certificates and callback requirements.
Department SSO Config / Is Enabled
Department SSO Config / Is Enabled. Makes this provider configuration available to the supported SSO flow. A saved enabled flag is not a successful sign-in test.
Department SSO Config / Client ID
Department SSO Config / Client ID. Client registration identifier from the identity provider. Keep tenant and audience registration consistent with the owning SSO flow.
Department SSO Config / Encrypted Client Secret
Department SSO Config / Encrypted Client Secret. Encrypted provider client secret. The secret is entered and rotated on the authorized provider editor; Admin Assist only describes its purpose.
Department SSO Config / Authority
Department SSO Config / Authority. OIDC issuer or authority. Verify the intended tenant, discovery metadata and callback registration before enabling it.
Department SSO Config / Metadata URL
Department SSO Config / Metadata URL. SAML provider metadata location. Review the trusted provider and its current signing material through the SSO editor.
Department SSO Config / Entity ID
Department SSO Config / Entity ID. SAML service-provider identifier registered at the identity provider. It must agree with the configured integration.
Department SSO Config / Assertion Consumer Service URL
Department SSO Config / Assertion Consumer Service URL. Stored SAML callback configuration. Use the endpoint supplied by the owning SSO setup and verify the provider registration.
Department SSO Config / IdP SSO URL
Department SSO Config / IdP SSO URL. SAML provider sign-in address that sign-in started from Resgrid sends its request to. Verify it against the provider metadata before relying on it.
Department SSO Config / Encrypted IdP Certificate
Department SSO Config / Encrypted IdP Certificate. Encrypted provider verification certificate material. Review expiry and rotation through SSO; this description is not certificate validation.
Department SSO Config / Encrypted Signing Certificate
Department SSO Config / Encrypted Signing Certificate. Encrypted signing certificate and private-key material. Do not copy it into notes, logs or assistant messages.
Department SSO Config / Attribute Mapping JSON
Department SSO Config / Attribute Mapping JSON. Maps provider attributes to supported member fields. Validate identity matching and missing attributes with an approved test account.
Department SSO Config / Federated MFA Mapping JSON
Department SSO Config / Federated MFA Mapping JSON. Which provider sign-in results count as MFA for provider step-up. A changed mapping, issuer or client needs a new successful test before provider MFA is accepted again.
Department SSO Config / Allow Local Login
Department SSO Config / Allow Local Login. Allows a local-password path alongside this provider where policy permits. Review the department-wide SSO requirement and recovery plan together.
Department SSO Config / Auto Provision Users
Department SSO Config / Auto Provision Users. Allows the supported sign-in flow to create members. Review identity matching, capacity and default assignments before enabling it.
Department SSO Config / Default Rank ID
Department SSO Config / Default Rank ID. Department rank assigned by supported automatic provisioning. It does not grant permissions or prove qualifications.
Department SSO Config / SCIM Enabled
Department SSO Config / SCIM Enabled. Enables supported SCIM provisioning for this configuration. Review identity lifecycle, deactivation and token access separately from interactive sign-in.
Department SSO Config / Encrypted SCIM Bearer Token
Department SSO Config / Encrypted SCIM Bearer Token. Encrypted credential for inbound SCIM requests. Rotate through the explicit token workflow and update the provider before retiring an old credential.
Units Sort Order
Units Sort Order. Sort order for unit lists; does not change unit eligibility or dispatch recommendation ranking.
Big Board Map Zoom Level
Big Board Map Zoom Level. Initial Big Board map zoom. An unset override lets the consuming board select its default.
Big Board Page Refresh
Big Board Page Refresh. Big Board refresh interval. Review load and the age of displayed information before changing it.
Big Board Map Center Address
Big Board Map Center Address. Address used to center the Big Board. Address details remain on their owning screen.
Big Board Hide Unavailable
Big Board Hide Unavailable. Hide unavailable resources on the Big Board; this affects visibility, not their dispatch eligibility.
Big Board Map Center Gps Coordinates
Big Board Map Center Gps Coordinates. Explicit board-center coordinates take precedence over address geocoding. Partial coordinates do not overwrite the saved center.
Rss Feed Key For Active Calls
Rss Feed Key For Active Calls. Credential for the active-call feed. Treat the feed and its key as sensitive; rotate through its owning screen.
Text To Call Number
Text To Call Number. Provisioned inbound text number. Provisioning has external effects and must use the normal text settings flow.
Text To Call Import Format
Text To Call Import Format. Parser used for inbound text call creation. Verify the sender format with a controlled example on the owning screen.
Text To Call Source Numbers
Text To Call Source Numbers. Allowed inbound source numbers for text calls and commands. Empty sources prevent accepted intake; never display raw numbers in Admin Assist.
Enable Text To Call
Enable Text To Call. Configured text-call preference. Enforcement differs by provider and chatbot path; the stored value alone does not prove intake is stopped or accepted. Review sender classification and perform an explicit controlled verification on the owning screen.
Internal Dispatch Email
Internal Dispatch Email. Assigned internal dispatch email address. Presence can be shown; the address stays on the authorized import screen.
Calls Sort Order
Calls Sort Order. Sort order for displayed calls; does not reorder provider delivery or change call priority.
Dispatch Shift Instead Of Group
Dispatch Shift Instead Of Group. Expand dispatched groups using the resolved on-duty roster. An empty shift result falls back to group members; preview both cases.
Auto Set Status For Shift Dispatch Personnel
Auto Set Status For Shift Dispatch Personnel. Apply the configured status to shift-dispatched personnel. This only takes effect with shift dispatch enabled.
Shift Call Dispatch Personnel Status To Set
Shift Call Dispatch Personnel Status To Set. Personnel status applied when shift dispatch occurs. Minus one leaves status unchanged; use an existing approved status.
Shift Call Release Personnel Status To Set
Shift Call Release Personnel Status To Set. Personnel status applied on call release for the shift-dispatch path. Minus one leaves status unchanged.
Unit Dispatch Also Dispatch To Assigned Personnel
Unit Dispatch Also Dispatch To Assigned Personnel. Expand unit dispatch to its assigned crew. Review duplicate routes, current assignments and recipient permissions.
Unit Dispatch Also Dispatch To Group
Unit Dispatch Also Dispatch To Group. Expand unit dispatch to the station group. This can substantially increase the recipient audience.
Check In Timers Auto Enable For New Calls
Check In Timers Auto Enable For New Calls. Automatically start configured check-in timers for new calls. Review timer targets and escalation before enabling it.
Unit Call Dispatch Status To Set
Unit Call Dispatch Status To Set. Unit status applied during call dispatch. Minus one or an invalid built-in unit status leaves the status unchanged.
Unit Call Release Status To Set
Unit Call Release Status To Set. Unit status applied at call release. Review unit-type overrides before assuming one department-wide effect.
Unit Call Status Overrides By Unit Type
Unit Call Status Overrides By Unit Type. Per-unit-type call status overrides. Existing type-specific values take precedence over department defaults.
Dispatch Recommendation Mode
Dispatch Recommendation Mode. Dispatch recommendation selection mode. Review run cards, eligible resources and human dispatch responsibility.
Dispatch Recommendation Auto Dispatch
Dispatch Recommendation Auto Dispatch. Allow the recommendation path to dispatch automatically where enabled. Preview recipients and verify local procedures first.
Dispatch Recommendation Config
Dispatch Recommendation Config. Location, ETA, rest, crew and move-up settings used by recommendation consumers. External ETA calls occur only in the owning operational flow.
New Call Field Policy
New Call Field Policy. Controls optional new-call fields across supported clients. Hidden fields cannot be required; core dispatch fields remain mandatory.
Group Dispatch Scope Config
Group Dispatch Scope Config. Group-subtree dispatch visibility with explicit role exceptions. Preview each actor and target scope before changing it.
Unit Type Call Status Override Setting / Overrides
Unit Type Call Status Override Setting / Overrides. Per-unit-type dispatch and release status overrides. The owning consumer resolves these before department defaults.
Unit Type Call Status Override / Unit Type ID
Unit Type Call Status Override / Unit Type ID. Existing unit type receiving this override. A unit type name is not a qualification or staffing clearance.
Unit Type Call Status Override / Dispatch Status
Unit Type Call Status Override / Dispatch Status. Status applied to this unit type on dispatch; minus one leaves it unchanged.
Unit Type Call Status Override / Release Status
Unit Type Call Status Override / Release Status. Status applied to this unit type on release; minus one leaves it unchanged.
New Call Field Policy / Rules
New Call Field Policy / Rules. Per-field visibility and requiredness for optional call-creation fields. Unconfigured fields remain visible and optional.
New Call Field Rule / Key
New Call Field Rule / Key. One supported built-in call-field key. Name, nature, priority and type cannot be removed through this policy.
New Call Field Rule / Visible
New Call Field Rule / Visible. Whether the optional call field is shown on supported creation surfaces. Hidden fields cannot be required.
New Call Field Rule / Required
New Call Field Rule / Required. Whether a visible optional field must be supplied. Review imports and each supported client before making a field mandatory.
Group Dispatch Scope Config / Enabled
Group Dispatch Scope Config / Enabled. Limit supported dispatch views to the member's group subtree. Department administrators and configured department-wide roles keep department-wide access.
Group Dispatch Scope Config / Department Wide Role IDs
Group Dispatch Scope Config / Department Wide Role IDs. Existing roles allowed department-wide dispatch views while group scoping is enabled. This changes view scope, not licensing or operational qualification.
Dispatch Recommendation Config / Max Location Age Seconds
Dispatch Recommendation Config / Max Location Age Seconds. Exclude older unit positions from closest-unit candidates; zero removes the age limit. IncludeStaleLocations changes this behavior.
Dispatch Recommendation Config / Max Radius Meters
Dispatch Recommendation Config / Max Radius Meters. Maximum candidate distance in meters; zero removes the radius cap. This is not a response-time or route-safety guarantee.
Dispatch Recommendation Config / Include Stale Locations
Dispatch Recommendation Config / Include Stale Locations. Permit positions beyond the configured age limit in closest-unit selection, marked stale. Review the risk of outdated positions.
Dispatch Recommendation Config / Personnel Max Location Age Seconds
Dispatch Recommendation Config / Personnel Max Location Age Seconds. Maximum age of personnel positions for closest-unit candidate selection; zero removes the age limit.
Dispatch Recommendation Config / Use Routed ETA
Dispatch Recommendation Config / Use Routed ETA. Re-rank shortlisted candidates using provider travel estimates. The operational path can make external provider calls; Admin Assist does not.
Dispatch Recommendation Config / ETA Shortlist Size
Dispatch Recommendation Config / ETA Shortlist Size. Number of straight-line candidates per requirement sent for routed ETA when enabled. The owning validator caps provider work.
Dispatch Recommendation Config / Rest Period Minutes
Dispatch Recommendation Config / Rest Period Minutes. Deprioritize recently dispatched resources for this duration; zero disables rotation. This does not infer fatigue or medical fitness.
Dispatch Recommendation Config / Unit Minimum Staffing Level
Dispatch Recommendation Config / Unit Minimum Staffing Level. Minimum configured unit staffing level for recommendation eligibility; zero disables the gate. Units without defined seats pass, and run cards may override it.
Dispatch Recommendation Config / Move Up Recommendations Enabled
Dispatch Recommendation Config / Move Up Recommendations Enabled. Run the station coverage move-up pass after selection. Recommendations remain subject to approved local dispatch procedures.
Department Call Email / Hostname
Department Call Email / Hostname. Mailbox host for email intake. Review the approved provider and network reachability without exposing credentials in setup guidance.
Department Call Email / Port
Department Call Email / Port. Mailbox connection port. It must match the selected provider and TLS mode.
Department Call Email / Use SSL
Department Call Email / Use SSL. Mailbox transport encryption option. Verify actual provider compatibility and successful polling; a stored flag alone does not prove transport protection.
Department Call Email / Username
Department Call Email / Username. Mailbox account identifier used for intake. It remains on the authorized configuration screen.
Department Call Email / Password
Department Call Email / Password. Mailbox credential. Do not copy it into Admin Assist; rotate it through the mailbox and owning editor together.
Department Call Email / Format Type
Department Call Email / Format Type. Selects the inbound email parser. Verify representative permitted source messages without sending an operational page unintentionally.
Department Call Email / Last Check
Department Call Email / Last Check. Last recorded polling timestamp. Missing or future timestamps are unknown; quiet call volume is not proof of a poll failure.
Department Call Email / Is Failure
Department Call Email / Is Failure. Latest recorded mailbox failure flag. Verify a new poll before treating it as a continuing outage or a resolved problem.
Department Call Email / Error Message
Department Call Email / Error Message. Provider/import error details on the authorized screen. Admin Assist uses a normalized failure indication and does not copy provider bodies.
Personnel On Unit Set Unit Status
Personnel On Unit Set Unit Status. Allow personnel status updates to influence their assigned unit status. Review automation and crew assignment together.
Enable Text Command
Enable Text Command. Configured text-command preference. Dispatch-source patterns and verified member command identity are different checks. Provider and chatbot paths do not enforce this switch uniformly; review the active consumer before changing it.
Tts Language
Tts Language. Text-to-speech language for supported voice notifications. Confirm supported voices and pronunciation with a human-run test.
Enable Modern Notifications
Enable Modern Notifications. Use supported modern notification behavior. Verify each consumer and channel; provider acceptance is not delivery.
Messaging availability
Messaging availability. Controls availability of messages and announcements. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.
Messaging menu name
Messaging menu name. Optional display name for messages and announcements in consumers that support the override. It changes the label, not permissions or functionality. This release has no separate name-override control in Module Settings.
Department Notification / Event Type
Department Notification / Event Type. Event that can trigger this notification rule. Match the event to a real administrative responsibility and expected frequency.
Department Notification / Users To Notify
Department Notification / Users To Notify. Explicit member recipients. Membership and channel eligibility are evaluated separately at send time.
Department Notification / Roles To Notify
Department Notification / Roles To Notify. Personnel-role recipients. Role membership can change; a role label is not a qualification or delivery guarantee.
Department Notification / Groups To Notify
Department Notification / Groups To Notify. Department-group recipients. Review group membership and lock-to-group behavior together.
Department Notification / Lock To Group
Department Notification / Lock To Group. Restricts applicable event processing to group scope. Review the selected event's actual source group and recipient resolver.
Department Notification / Selected Groups Admins Only
Department Notification / Selected Groups Admins Only. Limits selected-group recipients to their administrators in supported event paths. It does not designate department administrators automatically.
Department Notification / Department Admins
Department Notification / Department Admins. Includes department administrators in supported notification processing. Review overlap and channel eligibility before estimating volume.
Department Notification / Everyone
Department Notification / Everyone. Selects the department-wide recipient option. Review actual active membership, suppression and deduplication before use.
Department Notification / Disabled
Department Notification / Disabled. Stored disabled marker. The inspected legacy notification processor does not consult this flag, so it must not be treated as a verified stop switch. Review the active consumer; queued and delivered notifications cannot be recalled.
Department Notification / Before Data
Department Notification / Before Data. Previous-state filter for applicable events. Review valid status IDs and the event-specific interpretation of an empty or wildcard value.
Department Notification / Current Data
Department Notification / Current Data. Current-state filter for applicable events. Compare it with the previous-state filter to avoid unintended volume.
Department Notification / Upper Limit
Department Notification / Upper Limit. Upper threshold for event-specific alerts. Units and comparisons depend on the selected event.
Department Notification / Lower Limit
Department Notification / Lower Limit. Lower threshold for event-specific alerts. Use approved local thresholds and verify the actual event interpretation.
Department Notification / Data
Department Notification / Data. Event-specific configuration payload. The owning editor validates its meaning; Admin Assist does not execute arbitrary stored expressions.
Chatbot Department Config / Is Enabled
Chatbot Department Config / Is Enabled. Department chatbot availability. Platform feature rollout, account linking and action permissions are separate gates.
Chatbot Department Config / Allowed Platforms
Chatbot Department Config / Allowed Platforms. Allowed chatbot platform codes; the stored asterisk represents the platform default. Review each connected provider and its account-linking requirements.
Chatbot Department Config / Max Sessions Per User
Chatbot Department Config / Max Sessions Per User. Maximum chatbot sessions per member in supported consumers. This is separate from authenticated web/mobile session limits.
Chatbot Department Config / Session TTL Minutes
Chatbot Department Config / Session TTL Minutes. Chatbot session lifetime in minutes. Expiry does not revoke an unrelated Resgrid sign-in session.
Chatbot Department Config / Allow Dispatch Via Chatbot
Chatbot Department Config / Allow Dispatch Via Chatbot. Permits supported chatbot dispatch actions subject to their own authorization and confirmation. Enabling it may allow real calls and pages.
Chatbot Department Config / Require Confirmation For Status Change
Chatbot Department Config / Require Confirmation For Status Change. Requests confirmation for supported status changes. Review each platform consumer before assuming all commands are covered.
Chatbot Department Config / LLM API Endpoint
Chatbot Department Config / LLM API Endpoint. Optional existing chatbot model endpoint. Phase 0 Admin Assist does not call it and does not use chatbot configuration as an AI entitlement.
Chatbot Department Config / LLM API Key
Chatbot Department Config / LLM API Key. Credential for the chatbot model provider. Never copy it into setup metadata or public reference content.
Chatbot Department Config / LLM Model Name
Chatbot Department Config / LLM Model Name. Model identifier used by the existing chatbot integration. This is separate from the later Admin Assist open-source inference deployment.
Chatbot Department Config / Messages Per User Per Minute
Chatbot Department Config / Messages Per User Per Minute. Optional per-member chatbot rate bound. Review provider limits and burst behavior; this is not a delivery guarantee.
Chatbot Department Config / Messages Per Department Per Minute
Chatbot Department Config / Messages Per Department Per Minute. Optional department chatbot rate bound. Consider shared demand and provider quotas before changing it.
Chatbot Department Config / Require Linking Confirmation
Chatbot Department Config / Require Linking Confirmation. Requires confirmation in the supported account-linking flow. Linking must not bypass verified identity or departmental authorization.
Chatbot Department Config / Proactive Notifications Enabled
Chatbot Department Config / Proactive Notifications Enabled. Allows supported proactive chatbot notifications. Recipient permissions, channel configuration and sending workflows remain authoritative.
Mapping Personnel Location TTL
Mapping Personnel Location TTL. Maximum personnel location age in minutes. Zero keeps stale positions visible without an age limit; assess actual ping ages.
Mapping Unit Location TTL
Mapping Unit Location TTL. Maximum unit location age in minutes. Zero retains stale unit locations indefinitely in supported map consumers.
Mapping Personnel Allow Status With No Location To Overwrite
Mapping Personnel Allow Status With No Location To Overwrite. Allow a personnel status without a location to replace the previous location-bearing state. This can remove a marker.
Mapping Unit Allow Status With No Location To Overwrite
Mapping Unit Allow Status With No Location To Overwrite. Allow a unit status without a location to overwrite earlier location data. Check hardware and app updates together.
Weather Alerts Enabled
Weather Alerts Enabled. Enable supported weather-alert processing. Configure zones and communication behavior before relying on it.
Weather Alert Minimum Severity
Weather Alert Minimum Severity. Minimum severity eligible for the weather-alert view. Severity values come from the weather service, not local incident triage.
Weather Alert Auto Message Severity
Weather Alert Auto Message Severity. Minimum weather severity eligible for automatic messages. Review recipients, schedule and duplicate suppression.
Weather Alert Call Integration
Weather Alert Call Integration. Include supported weather context in call integration. It does not certify weather or route safety.
Weather Alert Cache Minutes
Weather Alert Cache Minutes. Weather cache duration; longer caching changes freshness and provider load.
Weather Alert Auto Message Schedule
Weather Alert Auto Message Schedule. Schedule for automatic weather messaging. Review the department time zone, overnight periods and daylight-saving changes.
Weather Alert Excluded Events
Weather Alert Excluded Events. Weather event types excluded from configured processing. Review exclusions against approved local procedures.
Mapping Use Mapbox Override
Mapping Use Mapbox Override. Use the department map provider override. Turning it off on the owning screen removes the stored style and token.
Mapping Mapbox Style Url
Mapping Mapbox Style Url. Custom map style reference. Verify the provider style and credential together; disabling the override deletes this value.
Mapping Mapbox Access Token
Mapping Mapbox Access Token. Map-provider access token. Only presence is reported. Disabling the override deletes it and requires re-entry to restore.
Hardware Tracking Stale After Seconds
Hardware Tracking Stale After Seconds. Age at which a hardware location becomes stale, clamped to at least one second. Review device reporting intervals.
Hardware Tracking Mobile Fallback Enabled
Hardware Tracking Mobile Fallback Enabled. Use supported mobile location fallback when hardware data is stale. Verify each device/source rather than assuming continuous tracking.
Hardware Tracking Location Retention Days
Hardware Tracking Location Retention Days. Tracking retention bounded by host configuration and applicable holds. Shortening retention can make data eligible for deletion.
Unit Status Thresholds
Unit Status Thresholds. Visual warning thresholds for time in a unit status. A highlight does not change the unit status or certify availability.
Mapping availability
Mapping availability. Controls availability of maps and location views. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.
Mapping menu name
Mapping menu name. Optional display name for maps and location views in consumers that support the override. It changes the label, not permissions or functionality. This release has no separate name-override control in Module Settings.
Unit Status Thresholds / Thresholds
Unit Status Thresholds / Thresholds. Board highlighting thresholds grouped by base status meaning. An empty list disables highlighting.
Unit Status Threshold / Base Type
Unit Status Threshold / Base Type. Base status meaning for a threshold, independent of custom status names and colors.
Unit Status Threshold / Warn Seconds
Unit Status Threshold / Warn Seconds. Seconds in this status before a warning highlight; zero disables it. An alert at or before this threshold makes the row alert-only.
Unit Status Threshold / Alert Seconds
Unit Status Threshold / Alert Seconds. Seconds in this status before a higher-priority highlight; zero disables it. Highlighting does not send a page or change status.
Weather Alert Zone / Name
Weather Alert Zone / Name. Administrator-facing label for this weather zone. The name does not define its geographic coverage.
Weather Alert Zone / Zone Code
Weather Alert Zone / Zone Code. Provider weather-zone identifier. Verify the intended jurisdiction and source coverage.
Weather Alert Zone / Center Geo Location
Weather Alert Zone / Center Geo Location. Center point used by supported radius-based weather coverage. Coordinate values stay on their owning map/editor.
Weather Alert Zone / Radius Miles
Weather Alert Zone / Radius Miles. Radius in miles for supported geographic matching. Review actual coverage and provider behavior; larger is not automatically safer.
Weather Alert Zone / Is Active
Weather Alert Zone / Is Active. Whether the zone participates in supported weather processing. Department weather settings and worker operation are additional requirements.
Weather Alert Zone / Is Primary
Weather Alert Zone / Is Primary. Marks the primary zone for consumers that select a default. Review other active zones rather than assuming they are disabled.
Allow Signups For Multiple Shift Groups
Allow Signups For Multiple Shift Groups. Allow a member to sign up for multiple shift groups. Review overlaps and local coverage rules separately.
Shifts availability
Shifts availability. Controls availability of shift scheduling. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.
Shifts menu name
Shifts menu name. Optional display name for shift scheduling in consumers that support the override. It changes the label, not permissions or functionality. This release has no separate name-override control in Module Settings.
Calendar availability
Calendar availability. Controls availability of calendar events. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.
Calendar menu name
Calendar menu name. Optional display name for calendar events in consumers that support the override. It changes the label, not permissions or functionality. This release has no separate name-override control in Module Settings.
Training availability
Training availability. Controls availability of training. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.
Training menu name
Training menu name. Optional display name for training in consumers that support the override. It changes the label, not permissions or functionality. This release has no separate name-override control in Module Settings.
Documents availability
Documents availability. Controls availability of shared documents. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.
Documents menu name
Documents menu name. Optional display name for shared documents in consumers that support the override. It changes the label, not permissions or functionality. This release has no separate name-override control in Module Settings.
Notes availability
Notes availability. Controls availability of notes. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.
Notes menu name
Notes menu name. Optional display name for notes in consumers that support the override. It changes the label, not permissions or functionality. This release has no separate name-override control in Module Settings.
Checklists availability
Checklists availability. Controls availability of checklists. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.
Maintenance availability
Maintenance availability. Controls availability of maintenance and work orders. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.
Maintenance menu name
Maintenance menu name. Optional display name for maintenance and work orders in consumers that support the override. It changes the label, not permissions or functionality. This release has no separate name-override control in Module Settings.
Inventory availability
Inventory availability. Controls availability of inventory. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.
Inventory menu name
Inventory menu name. Optional display name for inventory in consumers that support the override. It changes the label, not permissions or functionality. This release has no separate name-override control in Module Settings.
Records Default Lifecycle Preset
Records Default Lifecycle Preset. Default lifecycle for new department-owned definitions. Locked definitions retain their own lifecycle.
Records Review Due Hours
Records Review Due Hours. Default administrative review deadline; a definition-level override takes precedence. This is not a statutory deadline inference.
Records Numbering Config
Records Numbering Config. Number assignment, year reset and sequence formatting for definitions that do not override the department configuration.
Records Search Config
Records Search Config. Allowed record search scope and protected-data behavior. Search access remains bounded by current source permissions.
Records Retention Policy
Records Retention Policy. Default and definition-specific retention, including prior-policy history. Holds and restricted-class rules can prevent purge eligibility.
Records Group Visibility Mode
Records Group Visibility Mode. Whether record visibility is department-wide or group scoped. Group scope narrows existing permission and never grants access.
Records Group Scope Config
Records Group Scope Config. Reserved identifier with no editable behavior in this release. Do not present it as a shipped setting.
Records Disclosure Config
Records Disclosure Config. Disclosure review clock, redaction profile and release approver. Review local obligations through the authorized disclosure workflow.
Logs availability
Logs availability. Controls availability of legacy logs. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.
Logs menu name
Logs menu name. Optional display name for legacy logs in consumers that support the override. It changes the label, not permissions or functionality. This release has no separate name-override control in Module Settings.
Reports availability
Reports availability. Controls availability of reports. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.
Reports menu name
Reports menu name. Optional display name for reports in consumers that support the override. It changes the label, not permissions or functionality. This release has no separate name-override control in Module Settings.
Records Numbering Config / Number Assignment
Records Numbering Config / Number Assignment. Choose when numbers are assigned for definitions using department defaults. Review existing references before changing numbering behavior.
Records Numbering Config / Reset Yearly
Records Numbering Config / Reset Yearly. Restart record sequences each calendar year in the department time zone.
Records Numbering Config / Sequence Width
Records Numbering Config / Sequence Width. Zero-padded sequence width for definitions using department defaults. The Records editor validates the supported width.
Records Numbering Config / Include Year
Records Numbering Config / Include Year. Include the year between the record prefix and sequence number.
Records Numbering Config / Per Group Sequence
Records Numbering Config / Per Group Sequence. Use separate station/group sequences. This changes numbering, not record visibility.
Records Search Config / Index Narrative
Records Search Config / Index Narrative. Include unprotected narrative in search. Advanced Data Protection enrollment withdraws narrative indexing; this preference cannot override protection.
Records Search Config / Include Legacy History
Records Search Config / Include Legacy History. Include supported legacy personnel and unit logs in the Records search scope. Source permissions still apply.
Records Retention Policy / Department Default Years
Records Retention Policy / Department Default Years. Department retention for standard record classes. Zero means permanent; protected classes, prior policy and holds can retain records longer.
Records Retention Policy / Overrides
Records Retention Policy / Overrides. Definition-specific prospective retention overrides. Use the Records workflow and its confirmations; Admin Assist never purges records.
Records Retention Policy / Last Changed By User ID
Records Retention Policy / Last Changed By User ID. Recorded policy-change actor. It is not an editable retention rule and is not exposed as raw identity in this reference.
Records Retention Policy / Last Changed On
Records Retention Policy / Last Changed On. Policy effective timestamp used with prior policy versions. It is not the record's retention expiry date.
Records Retention Policy / History
Records Retention Policy / History. Prior policy versions retained by the owning lifecycle so current changes do not silently rewrite historical retention.
Records Retention Override / Definition Key
Records Retention Override / Definition Key. Stable record-definition key to which this override applies. Display names do not identify a retention policy.
Records Retention Override / Retention Years
Records Retention Override / Retention Years. Years retained under this definition override; zero means permanent. Holds and prospective policy resolution still apply.
Records Retention Override / Applies From
Records Retention Override / Applies From. Prospective boundary for revisions eligible for the override, evaluated by the Records lifecycle.
Records Retention Policy Version / Effective On
Records Retention Policy Version / Effective On. Effective timestamp of a stored historical retention policy version.
Records Retention Policy Version / Policy
Records Retention Policy Version / Policy. Historical policy snapshot used to resolve retention for older revisions. Never edit this as an ordinary preference.
Records Disclosure Config / Statutory Clock Days
Records Disclosure Config / Statutory Clock Days. Configured disclosure review clock. Verify local obligations with the responsible owner; the default does not establish a legal deadline.
Records Disclosure Config / Default Redaction Profile
Records Disclosure Config / Default Redaction Profile. Default redaction profile in the owning disclosure workflow. Review the actual proposed release before approval.
Records Disclosure Config / Release Approver User ID
Records Disclosure Config / Release Approver User ID. Authorized member responsible for disclosure release approval. Selecting an approver does not grant missing permissions or protected-data access.
Business Operations availability
Business Operations availability. Controls availability of business operations. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.
Stripe Customer Id
Stripe Customer Id. Billing-provider customer reference managed by subscription workflows; never edit this as an ordinary department setting.
Brain Tree Customer Id
Brain Tree Customer Id. Legacy billing reference. Use the subscription provider workflow, not a direct settings edit.
Paddle Customer Id
Paddle Customer Id. Billing-provider customer reference. Managed by authorized billing flows and never returned in assistant evidence.
AI availability
AI availability. Controls availability of optional AI assistance. Disabling this module can remove navigation and block module operations; it does not delete its records. Turning it on still requires the applicable subscription, rollout and permissions.