Skip to main content

Configuration

How to configure the Resgrid system.

📄️ Inventory Types

This page describes the original inventory types screen. Since the 2026 inventory modernization the Inventory module is a full workspace — items with bulk or serialized tracking, locations, lots with expiry, assets, kits, issuance, counts, alerts, purchasing and reports. The old Manage Types link now opens the Items tab of that workspace, and existing types and balances are imported the first time an administrator presses Initialize inventory. Read Web application → Inventory for the current module; the notes below remain for departments still on the legacy screens.

📄️ Workflows

Workflows in Resgrid provide an event-driven automation engine that connects system events to external actions. When something happens in the system — a call is created, a unit changes status, a personnel staffing level changes — workflows can automatically send emails, post messages to Slack or Teams, call external APIs, upload files to cloud storage, and more. Each workflow uses Scriban templates to transform event data into the exact output format your external systems require.