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Copy file name to clipboardExpand all lines: docs/configuration/custom-statuses.md
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Custom Statuses and Staffing allow you have your own actions for personnel and units to perform when using the apps. For example if you didn't want the Default Resgrid statuses for Personnel (i.e. Responding, Not Responding, On Scene, etc) you could create a custom Personnel Status set with your own options (Yes, No, Coming, Not Coming, etc).
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You can have Custom Statuses for Personnel Actions (Statuses), Personal Staffing Levels and for each Unit Type defined in the system.
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## Default Statuses and Staffing Levels
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Resgrid default custom Statuses and Staffings are as follows
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| None | This Custom Status does not equate to a base type |
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| Available | Status equates to an Available to respond to calls |
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|NotResponding | Status equates to an Not Responding to a call |
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|Not Responding| Status equates to an Not Responding to a call |
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| Responding | Status equates to Responding to an active call |
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|OnScene | Status equates to is at the Scene/Location of a call |
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|MadeContact | Status equates to making contact with RP or patient |
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|On Scene| Status equates to is at the Scene/Location of a call |
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|Made Contact| Status equates to making contact with RP or patient |
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| Investigating | Status equates to investigating in the area of a call |
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| Dispatched | Status equates to being dispatched to a call |
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| Cleared | Status equates to being cleared of a call |
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| Returning | Status equates to returning from a call to a station |
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| Staging | Status equates to being staged at a call location or station |
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| Unavailable | Status equates to being Out of Service; unable to take calls |
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| Unavailable | Status equates to being Out of Service; unable to take calls |
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## Creating and Editing Custom Levels
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Under the Department menu you can select the Custom Statuses option to see what custom statuses you have defined and add/edit/remove them.
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:::warning Note
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When you added, edit or remove Custom Statuses all of your users mobile applications will need to re-sync by logging out of the application and back in. For example the Resgrid Responder and Resgrid Unit app. This is because those custom statuses get stored locally on the device for quick retrieval and for offline operations. It's recommended that you setup your custom statuses for Personnel before onboarding them onto the mobile apps.
On the there are 2 sections for your Personnel and they are the right two boxes on the page; Custom Personnel Statuses (Actions) and Custom Personnel Staffing Levels. You can only have one of each active and by default it uses the above default. If the button in the box say "Set Custom Statuses/Staffing Levels" you are currently using the default Resgrid ones.
The Options Table in the page defines the buttons your users will see. You can add as many or as little as you want. Some departments only have 2 buttons, while others have dozens. When you click "Add Option" you will see a dialog like this:
| Button Text | The Text of the Button and the Text shown in Reports |
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| Button Color | Color of the button also the Color of Text in Report |
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| Text Color | Color of the Button Text (choose something high contrast) |
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| Base Type | Does this Custom Status equate to a Base Status Type above |
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| Require GPS | Does this status require GPS Coordinates (only for mobile) |
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| Detail Type | Can you select what Call and/or Station for this status |
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| Note Type | Do you want to allow an optional note or require one |
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Order Defines the order in which the buttons will appear on any page or list. They order for LOWEST to HIGHEST number and default to the order in which they were added originally.
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:::warning Updating or Removing Statuses and Staffing
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When you update or remove a custom status this can impact the Reset To department setting where you can pick a time to reset Statuses and Staffings to a baseline. Also users who have custom Staffing level changes will also need to update theirs to ensure it's still correct. Make sure after you change your Personnel Statuses or Staffing Levels that you also update your Department Settings and let users know to check/update their own personal Staffing Level scheduled changes.
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:::
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### For Units
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You can have as many Custom Statuses for Units as you like. You assign statuses to Units via the Unit Type (Department Menu->Types).
Under the Department Menu in the Types menu option allows you set a number a department wide and module specific types or selection options.
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## Call Types
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By default there are no Call Types defined. A call type allows you organize calls into a category for example, "Structure Fire" or "Motor Vehicle Accident".
Call Types are assignable on Call Creation and are also used in other systems to interact with calls. For example a Protocol or Call Template may utilize the Call Type to set data or perform an operation.
You cannot delete a Call Type once it's been used. If you wish to delete the Call Type you need to delete or update any systems where you used it, for example Protocols, Call Templates, Command Definitions, etc. Once those have been deleted or updated to another type you can then delete the Call Type.
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:::tip Call Types in Calls
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Call Type names are used in the Call when stored in the Database, thus changes or deletion of the call type won't impact previously entered calls.
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:::
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## Call Priorities
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By default there are 4 Call Priorities defined in Resgrid; Low, Medium, High and Emergency all with default sounds and options.
Once you create one new Call Priority the default ones will be deactivated and you will only have the option to select the Call Priorities you define. To return to the system defaults you will need to delete all your custom call Priorities.
| Priority Name | Name of the Call Priority that is selectable/shown |
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| Priority Color | Color of the Priority also the Color of Text in Report |
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| Sort Order | Lower means first on the lists, default (0) is order created |
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| Is Default | Can only be ONE, is the default Priority for automation |
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| Dispatch Personnel | Automation, does this priority dispatch Personnel directly |
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| Dispatch Units | Automation, does this priority dispatch Units directly |
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| Alert Sound | For Push Notifications and the UI, the sound for new calls |
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:::tip Dispatch Personnel and Units
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The Dispatch Personnel and Dispatch Units check boxes mean that Calls with this Priority can dispatch those entities (Persons or Units) when used in an automation. For example say you have a "Low" Call Priority and you don't want to wake up Personnel expect those currently staffing a Unit, you would only check the "Dispatch Units" checkbox and when any automation runs to automatically determine who to dispatch it won't automatically select personnel (that meet the automation criteria). For
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manually entered in calls the "Dispatch Personnel" and "Dispatch Units" options don't come into play as the person entering the call can select whomever to dispatch.
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:::
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## Unit Types
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There are no default Unit Types in the Resgrid system. Unit Types allow you to assign some common aspect between your Units in Resgrid, for example their Map Icon and what Custom Statuses buttons they should be using.
When you create Custom Statuses (Actions) for Units, you need to assign that status to a Unit Type and then that Unit Type to a Unit (when you add or update a Unit in the Units Module) for the actions to be visible for a particular unit in the Resgrid Unit or Web Application.
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## Certification Types
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Certifications allow you're users to add in Certifications and their information in their own profile. With the Certification Types you can add the certifications you want users to add and maintain in your Resgrid Department.
Document Categories (Types) allow you to organize documents together. For example all of your Standard Operating Procedures and all of your Pre-Plan documents could be in different categories to make it easier to find the one your are looking for.
Copy file name to clipboardExpand all lines: docs/intro.md
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Resgrid is written on the Microsoft .Net and .Net Core Frameworks utilizing Microsoft SQL Server as the primary data repository.
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:::danger Note
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:::danger Work In Progress
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This documentation is an on-going Work-In-Progress (WIP) and is not complete. There many sections that are empty to help organize, give landing areas and structure for documentation. Documentation is usually added when we address issues or get questions. If you need information and the area of the documentation is missing or incomplete, please create a Github issue
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with the question and we will address it.
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:::
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:::tip User Interface Changes
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We update our User Interfaces for our websites and applications every couple of years. As such the UI shown in Pictures in this documentation may not match what is currently in production. Functionality should remain the same but may be presented differently. We don't update the pictures/documentation unless there is a major overhaul of the functionality.
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## Features
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-**Personnel Management**: Define personnel, contact information, details, certification, roles, status and availability for all personnel
To view or download the document, you would click the file icon in the item (the Green box highlighted below). If you wanted to Edit the file you would click the name (highlighted in the Blue box below). You can only Edit a document if you are a Department Admin or have rights to Create Documents (and you created the document).
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