Task Sheets appear when the feature is enabled for your organization. Terminology:<ul><li>Task Sheet Template — a reusable definition of phases, categories, tasks, custom fields, evaluations, and permissions.</li><li>Assigned Task Book — a book created from a template and assigned to one user.</li></ul>Assign from Task Sheets &gt; Templates &gt; [template] &gt; Assignments, choosing the assigned user, complete-by date, active phases, supervisors, and role permissions. Permission levels are Sign Off Only, Sign Off / Review, and Manage. A signer can edit their own sign-off for about one hour after completing it.See the Task Sheets &amp; Task Books collection for step-by-step guides.

Templates vs. assigned task books, how to assign one, and permission levels.

Task Sheets / Task Books

Changelog

New to RescueHub? Start here for the basics — what the app does, logging in, and finding your way around.

Getting Started

An overview of what RescueHub does and where you land when you log in.

What is RescueHub?

How to sign in and switch between organizations you belong to.

Logging in and choosing your organization

A tour of the left navigation and header actions, and why some items may be hidden.

Finding your way around

What the header bell, messages icon, and bullhorn each do.

Alerts, Messages, and What's New

Manage your profile, photo, and password — and what to do if you can't get in.

Your Account & Profile

Edit your profile details and add or crop a profile photo.

Update your profile and photo

Change your password from your profile, or reset it if you've forgotten it.

Change your password

Use the password reset page to set a new password by email.

Reset a forgotten password

How to get an account if you've never logged in.

I don't have an account

Set up what training is required, assign tasks, and track completion with task books.

Training & Requirements

How requirements and training periods work, and who can manage them.

Requirements and training periods

Assigning tasks, completion methods, and who can create them.

Tasks (training assignments)

Attaching files/photos to training and how document review works.

Training documents

The core model — how requirements are fulfilled by tasks and events, and what a fulfillment is.

How training works: Requirements, Tasks, and Events

A quick guide to choosing between a task and an event, plus how to record training that already happened.

Task vs. Event: which should I use?

For members — find what's assigned to you, mark tasks complete, and pull your own training records.

Completing Your Training

Using the My Assigned Training page to see your events, tasks, and requirements.

Find the training assigned to you

How to complete an assigned task, including different completion dates, documents, and quizzes.

Mark a task complete

Pull your Individual Training Summary and export it as PDF or Excel.

Run a report of your own training

Schedule training events, take attendance, subscribe to calendars in your own app, and share calendars across organizations.

Calendar & Events

Creating and editing training events, who can do it, and how attendance works.

Training events and attendance

Subscribe to your training calendar (read-only) in Apple Calendar, Google Calendar, or Outlook.

Add RescueHub events to your own calendar app

How calendars shared between organizations and multi-calendar management work.

Shared and multiple calendars

Attach an optional browser-based video conference to a training event.

Web conferencing

Assign, complete, sign off, and evaluate task books (task sheets).

Task Sheets & Task Books

How to open your own task book or an individual's, and the four areas inside.

Access a task book

Who signs, in what order, and the one-hour edit window.

Sign off on a task in a task book

Starting, drafting, publishing, and signing a task book evaluation.

Fill out and sign an evaluation

How an admin or manager returns a signed evaluation to Draft for corrections.

Recall a published evaluation

How trainees and supervisors add documents to a task book.

Upload files to a task book

Manage your staff roster, departments, and who can do what — roles, permissions, and access.

Members & Roles

Find, filter, create, and manage staff accounts in your organization.

Adding and managing staff

How departments, hierarchy, shifts, stations, and memberships fit together.

Departments and groups

What roles can grant, and how to choose the right training permission.

Roles and permissions explained

What happens when you remove a staff account, and logging in as another user.

Deactivating a user (vs. deleting)

Why some users only see a subset of staff and records.

Scoped department access

Track member certifications, statuses, and renewals — and let members manage their own when enabled.

Certifications

What a certification record contains and how Active, Expired, Renewed, and Current are determined.

Certifications and their statuses

How the Renew button works and what it copies from the prior record.

Adding and renewing a certification

The optional org setting that lets members manage their own certifications, plus its limits and troubleshooting.

Member certification self-service

Where expiring/expired certifications surface and who can run certification reports.

Certification alerts and reports

Build and organize training materials — classes, videos, documents, and quizzes.

Classes & Quizzes

What a Class is and the three ways to use it — self-study, event supplement, or training library.

What is a Class?

Step-by-step: name, category, visibility, topics, and publishing a class.

Create a Class

Three ways to upload files and video into a class, including from a phone or tablet.

Add a video or file to a Class

How to add a quiz and the three supported question types.

Add a quiz to a Class

Assign a quiz by creating a Task that points to a class with a quiz.

Require staff to take a quiz (via a Task)

See crew-wide training and certification status, and run the reports your role allows.

Dashboard & Reporting

Who can see the Dashboard and what its Certifications tab includes.

The Dashboard (crew view)

Which reports are available, who can run them, and how viewing others' completion works.

Reports overview

Send messages and videos to your crew, post to the Home page, and track delivery.

Messaging

Compose and send a message to groups or individuals, with attachments and reply handling.

Send a message to a group

Show a message on the Home page with optional display and removal dates.

Post a message on the Home page

How RescueHub hosts videos and large attachments in messages.

Attach a video or large file

See who received, opened, or bounced a message, and who viewed it on the site.

Check message delivery status

Build a link that opens New Message with a subject and/or recipients pre-filled.

Create a pre-filled message link

Admin setup — your organization's lists, logo, and shift schedule.

Organization Setup

Where to configure the drop-down lists used throughout RescueHub.

Edit your organization's lists

Create top-level and sub-categories to classify events, tasks, classes, and requirements.

Add or edit a category

Upload your organization's logo from Organization Settings.

Add your organization's logo

Display your shift schedule and shift-day colors across the calendar and site.

Set up your shift schedule

How RescueHub protects, retains, backs up, and lets you export your data.

Security, Data & Trust

How uploads are scanned and stored, and the per-file and organization storage limits.

File uploads, size limits & virus scanning

How often RescueHub backs up your data and where Canadian data lives.

Backups & data security

What happens to your data over time and when you remove a user.

Data retention & deleting a user

Exporting your records to Excel/PDF, retrieving data if you leave, and importing personnel.