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 your department
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.

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