Go Live checklist for CAD

Go Live checklist

1. 1

   Set your time zone

   • Open Settings from the user menu.
   • Under the General section, pick your agency's operational time zone and save.
   • Do this before anything else — every date and time in CAD depends on it.
   • See Setting your time zone for the full walkthrough.

   Setting your time zone
2. 2

   Customize your Incident Fields

   • Under Settings → Incident Fields, go through all four fields: Dispatch Reason, Type of Service Requested, Response Mode to Scene, and Level of Care Provided per Protocol.
   • Hide the options your agency never uses.
   • Favorite up to three per field — these become one-click quick picks at the top of each dropdown.
   • See Customizing Incident Fields for details.

   Incident Fields
3. 3

   Confirm your vehicles, locations, and facilities are synced

   • Open Settings → Vehicles and confirm every vehicle your agency runs is listed. If not, add them in Fleet Management first.
   • Open Settings → Locations and confirm your stations and posts are listed. If not, add them in CloudPCR first.
   • Open Settings → Facilities and confirm the hospitals, nursing homes, and clinics you transport to are listed. If not, add them in CloudPCR first.
   • See Vehicles, Locations, and Facilities for how the sync works.

   Vehicles, Locations, and Facilities
4. 4

   Build your unit templates

   • From the Units page, create one template for each unit you run.
   • For each, set the call sign, default vehicle, default level of care, default location, and default crew.
   • If you run Medic 1, Medic 2, CCT 1, and a wheelchair van, you should end up with four templates.
   • See Creating a unit template for details.

   Unit templates
5. 5

   Set up your recurring schedules

   • If your agency has standing transports (dialysis runs, regular transfers), create a recurring schedule for each patient.
   • Start an incident, check Repeat this transport on the Patient & Transport tab, set the frequency, days, and pickup time, and save.
   • CAD will generate the next 60 days of trips automatically and keep that window rolling forward every night.
   • See Setting up a recurring transport for details.

   Recurring transports
6. 6

   Practice the dispatch workflow

   • Before your first live shift, walk through the full workflow once with a test incident.
   • Activate a unit, create an incident, dispatch it via both the actions menu and drag-and-drop, and progress it through every status to Complete.
   • Cancel the test incident when done.
   • This surfaces any settings or data you still need to fix before you go live.

   Progressing an incident through statuses
7. 7

   Train your dispatchers

   • Have every dispatcher watch the CAD Training video (linked above) end to end.
   • Have them each practice activating a unit, creating an incident, and dispatching it.
   • Make sure they know how to reach the Map, Calendar, and Recurring pages from the navigation — see Finding your way around.