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A department can have members, apparatus
and incidents in Resgrid

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and still have important setup gaps.

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The Setup Wizard gives the administrator a
repeatable way to identify

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those gaps, choose the modules the
department will use, and return

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to the right configuration screen.

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We are signed in as Wallace Boden in the
fictional Firehouse

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fifty-one training department.

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Open Start or resume setup from the
dashboard.

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The nine steps organize the work from
department context

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through review and handover.

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The journey already shows findings needing
attention; we will keep those findings

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visible while we configure the department.

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Resgrid also supports resource and
logistics workflows for community

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paramedicine and mental health response,
search and rescue, security

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operations, wildland contractors, and
industrial emergency response teams.

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The Chicago Fire names make this dataset
recognizable; they do not

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limit the system to fire and EMS.

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Begin with Welcome and goals.

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Fresh setup is for a new department.

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Review existing setup is for an
established department that wants

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to check its current configuration.

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Import or migration records that you are
bringing information from another system;

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it does not perform an import for you.

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The page groups features into core,
recommended, optional,

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and paid add-on modules.

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Learning about a feature does not purchase
it, activate a provider, send a message,

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or change operational configuration.

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Every operational change happens on its
own screen, and you return to

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the wizard to verify the evidence.

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Step two asks for department context.

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Open Department operating profile.

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Select the sectors the department serves;
our example chooses

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Fire, and EMS and ambulance.

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Choose Career for workforce mix, enter
fourteen as the approximate member

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count, choose Central dispatch, and select
twenty-four-hour operation.

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We also declare mutual aid and choose
English, captions and

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plain language for planning.

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These are descriptive choices.

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The member estimate does not replace the
actual roster or subscription count.

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Twenty-four-hour operation does not create
shifts.

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A fire or EMS pack does not establish
anyone’s qualifications or clinical scope.

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The profile helps Resgrid suggest
relevant modules to review.

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A mobile crisis team can choose Mental
health and mobile crisis; a

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search team can choose Search and rescue;
security and industrial

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teams have their own operating packs.

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A wildland contractor can combine the Fire
context with a Contract workforce mix.

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Choose the context that actually describes
your department.

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Click Save operating profile and look for
the saved confirmation.

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Then use Return to setup and verify.

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That return link does not save an
unfinished form.

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This distinction matters throughout the
wizard: opening a screen, changing

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a value, saving the value, and proving its
behavior are separate steps.

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After returning, the journey shows
Operating profile recorded.

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The department’s time zone comes from
Department Settings, which

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we cover in the next tutorial.

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References to groups, policies and source
systems are also declarations;

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saving a reference does not prove an
external connection or

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that a policy has been approved.

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In Choose your modules, use Use now for
modules you intend to configure, Learn

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later for modules you will revisit, or Not
applicable with an appropriate reason.

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Security checks always apply.

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Our example selects mapping, shifts,
training, contacts, records,

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checklists, inventory, deployments and
automation for current setup.

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Changing the dropdown presents a Save
module choice button;

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click it for that module.

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We save all twenty-one choices.

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The count tracks recorded decisions,
rather than successful configuration.

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Choosing Use now brings a module into the
wizard and report scope.

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It does not turn on a hidden feature or
grant access to a paid add-on.

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People and access links to the roster,
stations and groups,

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roles, and department security.

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Confirm the actual membership and who has
administrative authority

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before applying dispatch rules.

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Personnel roles describe operational
capabilities; they

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are different from department or group
administrator permissions.

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Dispatch essentials then links to the
call, unit and notification settings

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that control incident handling.

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Use the owning-screen links, save there,
and return to verify.

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A feature’s learning checkbox records your
own understanding.

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It is useful for training, but it does not
prove that a saved setting has propagated

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or that an operational test passed.

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Your other modules shows the recommended
and optional modules you selected.

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Follow their prerequisites in order: a
stock workspace needs locations and

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items, a training assignment needs the
right participants, and a deployment

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needs its apparatus and roster.

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Plan and add-ons separates interest from
commercial access.

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Maintenance and workforce appear active
here because the isolated

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training stack uses a read-only billing
fixture with zero charges.

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We choose Learn later for Push-to-Talk,
Advanced Data Protection and Enhanced AI.

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Those choices do not buy anything or
activate outside services.

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On your department, review the actual
plan, permissions, release

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availability and provider configuration
before relying on a module.

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Verify and practice opens the Setup
Report.

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Our recorded example has fifteen verified
checks out of twenty-three,

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with eight needing attention and two
critical findings.

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The critical findings concern
administrator multi-factor authentication.

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Other findings include notification
preferences, communication

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verification, an empty group,
password-reset policy, overlapping

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shifts and expiring qualifications.

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Read each finding and use its
owning-screen link.

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Unknown evidence is not a pass.

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Apps and devices, deployments, and
workforce have no automated

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checks in this report, so they still
require your own review.

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Passing configuration checks never
guarantees message delivery; a

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communication test needs its own recipient
and channel review.

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Step nine records administrative review
and follow-up.

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We choose October sixteenth, twenty
twenty-six, as the shared review

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date and click Save review date.

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The date is stored at noon U T C.

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A calendar reminder can be downloaded and
imported into a calendar; saving

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the date does not send a message.

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After reading the report, we mark this
report reviewed.

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The page records the review and its
evidence snapshot, while the

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eight findings still need attention.

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Reviewed means the administrator has
reviewed the report.

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It does not make those findings pass or
establish operational readiness.

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Use the fresh printable report when
handing work to another officer.

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For your practice exercise, record the
operating profile, make one

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module choice, and follow one finding to
its owning screen.

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Save a deliberate change, return, and
select Verify again.

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Compare the current finding with the
earlier evidence and assign the

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next action to a responsible person.

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Keep outside systems and modules without
automated checks on the review list.

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This workflow solves a common department
problem: configuration decisions

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are spread across many screens and their
consequences can be forgotten.

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The wizard provides a consistent journey,
while the report keeps

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saved configuration, personal learning,
current evidence and

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administrative review understandable.

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Adapt the same exercise to a community
response team reviewing scheduled visits,

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a search team reviewing deployment
availability, a security company reviewing

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site coverage, a wildland contractor
reviewing seasonal crews, or an industrial

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team reviewing facility readiness.

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The software setup journey is shared; each
organization supplies its own

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procedures and responsible reviewers.