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Setting Up a CERT or Community Response Program

For Community Emergency Response Teams, neighbourhood response groups, auxiliary / reserve programs, faith-based disaster teams and volunteer fire police. Members are many, part-time and varied in tech comfort — so the recipe favours simplicity: a clean roster, reliable notifications, an easy calendar, training tracking, and a few records for deployments.

1 — Department settings

SettingValue
ModulesMessaging, Calendar, Documents, Notes, Trainings, Records on; Shifts, Inventory, Checklists on only if you use them; Mapping on.
Staffing resetOff.
Suppress notifications forInactive staffing level.
SecurityView personal info → Admins + Team leaders; Create calls → Admins + Team leaders; 2FA for admins.

2 — Types, groups, roles, statuses

ItemValues
Unit typesCERT team, Vehicle, Trailer.
Call typesDeployment, Damage assessment, Shelter support, Traffic / crowd, Search assist, Training, Community event.
PrioritiesUrgent, Standard, Planned.
CertificationsCERT basic, CPR/First aid, Traffic control, Shelter operations, ICS 100/700, Background check (with expiry).
GroupsStation = your meeting point / cache; organisational groups per neighbourhood or team.
RolesCERT member, Team leader, Program coordinator, Logistics, Communications (ham), Medical.
StatusesPersonnel: Available · Deployed · Not available; staffing: Active · Inactive · Deployable this week.

3 — Personnel

  • Invite in batches; hold a short onboarding session to install Responder, verify contact methods and set notification preferences (push + SMS).
  • Enter certifications (background check expiry matters).
  • Mark long-inactive members hidden rather than deleting; communication tests each season find dead numbers.

4 — Calendar, trainings, documents

  • Calendar types: Training (RSVP), Meeting, Community event (sign-up sheet with limited slots), Deployment.
  • Trainings: module refreshers between in-person classes with quizzes; require completion for deployment eligibility (report to the coordinator).
  • Documents: field operating guide, forms, maps, MOU with the sponsoring agency.
  • Notes: radio plan, cache combination (restricted by permission), current standing orders.

5 — Deployments (calls)

  • The coordinator creates a Deployment call (or the sponsoring EOC dispatches through a department link) and dispatches to the CERT member role or to neighbourhood groups.
  • Messages with responses for availability polls before a deployment.
  • Check-in timers (Sector rotation 2 h) for field teams; team leaders check in from Responder.

6 — Records (CERT pack)

Enable Records and use the CERT Operations Pack: CERT Damage Assessment (photo coordinates on), CERT Assignment Tracking and CERT Activity / Communications Log. Quick entry preset; the coordinator reviews. Add Community risk reduction activities (preparedness fairs, smoke-alarm installs) for grant reporting.

7 — Communication

  • Chat: department channel + team channels; Assistant for "who is available this weekend?".
  • Notifications: CERT member available < 10 before events.
  • Workflows: Call created → email the sponsoring agency; Certification expiring (background check) → member + coordinator.
  • Connect public profile for class schedules and recruitment.

First-week checklist

  • Roster invited; ≥ 80 % verified email and mobile
  • Calendar types and the next three trainings entered with RSVP
  • A test deployment call received by everyone
  • CERT Damage Assessment definition published