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 your department
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.

Documentation: https://docs.resgrid.com/web-app/records/definitions/