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 your department
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.

Documentation: https://docs.resgrid.com/web-app/records/reports-and-exports/