CORES RMS Key Concepts

Volunteers are the base users who can volunteer for missions and shifts. Your Client Admin determines your role when they create or update your account. System roles are the permissions assigned to accounts. Your role determines what you can view, modify, and manage.

Organization admins are users who have an elevated system role that allows them to modify and manage organization elements of CORES RMS. System roles are the permissions assigned to accounts. Your role determines what you can view, modify, and manage.

For more information on the what organization admins can manage compared to system admins (client and local administrators), see permissions.

Client and local admins are users who have an elevated system role that allows them to modify and manage elements of CORES RMS, as well as manage users, organizations, and groups. System roles are the permissions assigned to accounts. Your role determines what you can view, modify, and manage.

For more information on the differences between what client and local admins can manage, see permissions.

Missions are potential deployment situations, ranging from local drills to nationwide emergencies. They contain information about deployment situations and what is required to respond to them. Missions help administrators and volunteers work together to respond to events.

As a volunteer, you can click active missions on the homepage to request shift positions. As an administrator, you can use missions to find and manage volunteers.

Organizations represent official entities, such as departments, offices, or employers. Top-level organizations have the highest authority, while child organizations represent subdivisions or entities therein. Client Admins can create, move, and network organizations. Organization administrators can manage the general information, members, and child organizations, and they serve as the point of contact for members.

Groups are comprised of accounts with certain shared characteristics, such as a role or location, but not necessarily your employer. As an administrator, groups allow you to quickly select multiple accounts when adding people to an organization or notification or exporting account details. Groups can be created within or across organizations, including Standard or Filter-based groups.

Notifications are the alert, update, advisory, information, drill, and test messages (for example) that you send and receive through delivery methods such as email, voice, text, fax, and Inbox. CORES RMS supports sending notifications through various channels to help you connect with CORES RMS users, other employees, and external contacts to plan for and respond to missions.

Notifications sent through CORES RMS appear in your Inbox. Notifications that you send to other people are stored on the Sent tab. The tabs marked Drafts and Templates allow you to store notifications that are not yet complete and reuse notifications drafted for certain situations. By default, notifications within these tabs are listed in reverse chronological order, with the most recent notification at the top.

Volunteers only have access to Inbox and Inbox Archived tabs unless they have been given additional permissions from an Organization Admin.

When users log on to CORES RMS, a home page is displayed. The Home page contains essential elements for users to view and interact with. Users can read announcements, explore mission opportunities, and navigate to other pages. The header buttons and menu options you see depend on your system role. Volunteers and admins have different views.

For more information on navigating the product and what is visible on the home page, see Navigate CORES RMS.

Announcements are messages that administrators can post inside the solution. Announcements have a title and body, a date range during which they are active, and access parameters (public for all users that log in to your solution or limited to select organizations for users that log in and belong to specific organizations).

Organization Admins are only able to share announcements with their organizations.

The File Library is a repository for the files you want to store and share. With the appropriate access, you can upload, read, write, and modify files, and you can create folders. For more information about access, see File and Folder Access.

As a system administrator (client and local), you can use the Screenings Dashboard to view a summary of volunteer verifications and their statuses. The Screenings page groups volunteers based on credential verification and background check statuses. You can click on each status in the dashboard to view the list of volunteers who have the relevant status.

Time Tracking allows volunteers to track and manage the hours they worked for mission shifts. Volunteers can add hours to shifts and delete shifts. Administrators can manage volunteer hours.

Badges allow administrators to manage and print volunteer information that can be used to keep track of volunteers on missions. Badges display information about a volunteer, such as their occupation, and let admins and other volunteers know who they are. Badge statuses can be managed so that admins can update, reissue, revoke, or reprint badges at any time.