Template Field Operations Guide



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site access control & security unit leader position checklist


You report to: Reception Group Supervisor

You Supervise: Security Officers

Mission: The Site Access Control and Security Unit coordinates assistance center security, to include management and staffing of site security operations, badging support, and overall security management.

Immediate Tasks

  • Upon arrival at the site, check in at the check-in station. Receive assignment, reporting location/station, reporting time, and any special instructions. Obtain Activity Log Form 214 and begin to document activity.

  • Obtain and don agency identification and appropriate badge provided by security.

  • Report to your assigned work station. Obtain briefing and job/task assignment from supervisor.

  • Review Incident Action Plan for the Operational Period and participate in just in time training.

  • Obtain computers or other electronic equipment to be supplied by the site; work station telephone numbers; and briefing on web access, communications systems, passwords, and other technology-related procedures.

  • Ensure that set-up and logistics are complete for subordinate areas.

  • Ensure that staffing is adequate for the operational period and make adjustments as necessary.

  • Request additional resources as needed through your supervisor.

  • Review position checklists for subordinate positions. Brief subordinate staff and make task/job assignments

  • Coordinate with the Badging and Site Security Group Supervisors to develop a Security Plan for both the interior and exterior of the site.

  • Communicate with, organize and prepare assignments for unit personnel. Develop and maintain a strategy to replenish and provide breaks. Make changes as necessary to branch organization, personnel assignments, and method of operation.

Intermediate and On-Going Tasks

  • Oversee all unit operations and ensure mission completion. Duties include:

    • Command and control of all law and/or Federal resources assigned to security functions.

    • Maintain liaison and provide status updates to supervisor and incident/unified commanders of the primary incident.

  • Inform Reception Group Supervisor of activities.

  • Maintain Unit/Activity Log (ICS Form 214).

  • Conduct briefings to ensure understanding of the current Incident Action Plan. Participate in meetings and briefings as needed.

  • Develop and maintain a strategy to replenish and provide breaks for subordinate personnel.

Shift Change and Demobilization Tasks

  • Brief incoming Reception Group Supervisor if a subsequent Operational Period is scheduled.

  • Return equipment and unused supplies issued by the site.

  • Demobilize site security, perimeter security and badging stations. Demobilize work areas and arrange for on-going investigations as needed.

  • Notify all sworn and non-sworn staff within the unit that the site is being demobilized.

  • Arrange for return of any agency-owned equipment (computers, etc.).

  • Conduct staff exit briefing.

  • Turn in Unit/Activity Logs (ICS Form 214) to the Reception Group Supervisor.

  • Sign out at staff check-in station.

site liaison position checklist


You report to: Site Logistics Lead

Mission: Support assistance center operations by providing information and facility-specific resources to site leadership.

Immediate Tasks

  • Upon arrival at the site, check in at the check-in station. Receive assignment, reporting location/station, reporting time, and any special instructions. Obtain Activity Log Form 214 and begin to document activity.

  • Report to your assigned work station. Obtain briefing and job/task assignment from Supervisor. Review Incident Action Plan for the Operational Period and participate in just in time training.

  • Prepare for the distribution of electronic equipment or other supplies for assistance center staff.

  • Obtain work station telephone numbers; and briefing on web access, communications systems, passwords, and other technology-related procedures.

  • Ensure that set-up and logistics are complete for subordinate areas.

  • Ensure that staffing is adequate.

  • Request additional resources as needed through your supervisor.

  • Brief subordinate staff and make task/job assignments.

Intermediate and On-Going Tasks

  • Communicate with, organize and prepare assignments for facilities personnel. Develop and maintain a strategy to replenish and provide breaks for any subordinate personnel.

  • Coordinate activities of facilities personnel, if necessary.

  • Maintain a list of services needed for the facility. Ensure that facility services needed at the site (e.g., trash pick-up, housekeeping, etc.) are maintained.

  • Receive requests for support from Supervisor. Respond to requests for support.

  • Inform Supervisor of activities.

  • Maintain Unit/Activity Log (ICS Form 214).

  • Brief incoming Site Liaison if a subsequent Operational Period is scheduled.

  • Conduct briefings to ensure understanding of the current Incident Action Plan. Participate in meetings and briefings as needed.

Shift Change and Demobilization Tasks

  • Return equipment and unused supplies.

  • Arrange for return of any agency-owned equipment (computers, etc.).

  • Participate in the staff demobilization briefing.

  • Collect activity logs of your subordinates and complete your own. Turn in all activity logs (ICS Form 214) to your supervisor.

  • Sign out at the personnel check-out station.





Site Logistics Lead Position Checklist


The following checklist should be considered as the minimum requirements for this position. Note that some of the tasks are one-time actions; others are ongoing or repetitive for the duration of the incident.


  • Review incident objectives and recommended strategies.

  • Review/determine status of current tactical assignments.

  • Review current organization, location of resources, and assignments.

  • Work with Site Operations Lead to determine needed supplies and equipment.

  • Review applicable reference materials for your section, including plans, annexes, Field Operation Guides and Standard Operating Procedures

  • Determine staff that report to you and brief those staff.

  • Coordinate with Facility Liaison for site-specific orientation and location of logistical resources available to be used in incident operations

  • Oversee site set up and provide operational areas with necessary supplies and equipment.

  • Oversee site logistics

  • Monitor operational areas and address issues/make changes to increase efficiency

  • Communicate to Site Manager

  • Participate in Site Management briefings

  • Communicate to Logistics Section Chief (at the DOC)

  • Notify Site Security of expected deliveries

  • Track supplies, inventory, receipts, invoices, etc. and provide them to the Site Planning Section or directly to the Planning Section Chief or Logistics Section Chief at the DOC.

  • Location, status, and assignment of resources

  • Coordinate the requests for additional resources from Site Operations and Planning Leads

  • Ensure coordination of the Logistics Section with other Site Leadership throughout incident

  • Ensure Logistics Section time-keeping, activity logs, and equipment use documents are maintained and passed to Planning, Logistics, and Finance/Administration Sections, as appropriate

  • Ensure resource ordering and logistical support needs are fulfilled in a timely fashion

  • Identify and correct communications problems

  • Keep Planning up-to-date on resource and situation status

  • Keep Site Manager apprised of logistical status

  • Document key actions, decisions, and communications on ICS Form 214. Complete an end of shift report for incoming Logistics Lead, including key activities and pending issues. Ensure documents are also forwarded to the Planning Section for incident filing.

  • Brief oncoming Site Logistics Lead at change of shift.

Site Planning Lead Position Checklist


The following checklist should be considered as the minimum requirements for this position. Note that some of the tasks are one-time actions; others are ongoing or repetitive for the duration of the incident.


  • Obtain briefing from Site Manager

  • Review incident objectives and recommended strategies.

  • Review/determine status of current tactical assignments.

  • Review current organization, location of resources, and assignments.

  • Work with Site Logistics Lead to determine location of available supplies and equipment.

  • Review applicable reference materials for your section, including plans, annexes, Field Operation Guides and Standard Operating Procedures

  • Assist in site set up.

  • Oversee and coordinate Site Planning functions

  • Monitor operational areas and address issues/make changes to increase efficiency

  • Analyze resources, workforce, and client flow and use this information to prepare projections on future needs

  • Coordinate with Planning Section Chief (at the DOC)

  • Collect, evaluate, and disseminate site situation information

  • Maintain status of resources assigned to center

  • Communicate to Site Manager

  • Participate in Site Management briefings

  • Ensure coordination of the Planning Section with other Site Leadership throughout incident

  • Ensure Planning Section time-keeping, activity logs, and equipment use documents are maintained and passed to Planning, Logistics, and Finance/Administration Sections, as appropriate

  • Document key actions, decisions, and communications on ICS Form 214. Complete an end of shift report for incoming Planning Lead, including key activities and pending issues.

  • Ensure documents are collected from all other site staff for incident filing.

Brief oncoming Site Planning Lead at change of shift.

site support services group supervisor position checklist


You report to: Branch Director/Site Manager

You Supervise: Medical Care & Behavioral Health unit, Interpretation & Translation Unit, Child Care & Supervision Unit, and Services to Meet Functional Needs Unit

Mission: Coordinate activities of Support Services Units at the Assistance Center

Immediate Tasks

  • Check in and receive site orientation at the Check-in/check-out Station.

  • Read this entire Job Action Sheet and organizational chart.

  • Receive orientation from the Branch Director/Site Manager.

  • Familiarize self with Job Action Sheets and staff assignments for positions you supervise.

  • Provide orientation to staff you supervise.

  • Prepare break schedule for those you supervise.

Intermediate and On-Going Tasks

  • Attend scheduled update sessions by the Branch Director/Site Manager.

  • Monitor function of Services Group through reports from Services Group Unit Leaders.

  • Troubleshoot problems as they arise and forward unresolved issues to Branch Director/Site Manager.

  • Cover breaks for staff you supervise.

  • Request break coverage from the Branch Director/Site Manager.

Shift Change and Demobilization Tasks

  • Assist with site clean-up.

  • Participate in scheduled debriefing sessions.

  • Check out at the Check-in/Check-out Station

site technology lead position checklist


You report to: Site Logistics Lead

Mission: Manage communications equipment and provide support for staff

Immediate Tasks

  • Check in and receive site orientation at the Staff Check-in/Check-out Station.

  • Read this entire Job Action Sheet and organizational chart.

  • Receive orientation from Site Logistics Lead.

  • Familiarize self with Job Action Sheets.

  • Coordinate distribution of communications equipment.

  • Assess staff skill and assign IT duties as appropriate.

  • Coordinate training of MDS staff in use of communications equipment as assigned by Site Logistics Lead.

Intermediate and On-Going Tasks

  • Update site communications plan as needed

  • Assess need for reallocation of/additional equipment.

  • Request additional equipment from Site Logistics Lead.

  • Assist staff with communications/computer equipment problems or requests.

  • Troubleshoot problems as they arise and forward unresolved issues to Site Logistics Lead.

  • Request break coverage from Site Logistics Lead.

Shift Change and Demobilization Tasks





usher position checklist


You report to: Usher Unit Leader

Mission: Ensure all people who are entering the center are assessed for immediate needs, assist people through the site, as needed, and assist in making accommodations for families, as needed

Immediate Tasks

  • Check in and receive site orientation at the Staff Check-in/Check-out Station.

  • Read this entire Job Action Sheet and organizational chart.

Intermediate and On-Going Tasks

  • Ensure all people who are entering the center are assessed for immediate functional needs.

  • Direct those that enter to intake staff,

  • Provide orientation to center, ensure persons have floor plans and understand layout and flow.

  • Provide Psychological First Aid, if needed.

  • Document data tallies as requested by supervisor.

  • Troubleshoot problems as they arise and forward unresolved issues Usher Unit Leader.

  • Request break coverage from Usher Unit Leader.

Shift Change and Demobilization Tasks

  • Assist with clean-up as necessary for next shift.

  • Brief staff person assigned to next shift.

  • Participate in scheduled debriefing sessions

  • Gather information for final situation report

  • Check out at the Check-in/Check-out Station.

usher unit leader position checklist


You report to: Reception Group Supervisor

You Supervise: Ushers

Mission: Oversee Usher Unit activities. Ensure all people who are entering the center are assessed for immediate needs, assist people through the site, as needed, and assist in making accommodations for families, as needed.

Immediate Tasks

  • Check in and receive site orientation at the Staff Check-in/Check-out Station.

  • Read this entire Job Action Sheet and organizational chart.

  • Receive orientation for Usher Unit Leader

  • Review Job Action Sheets for those you supervise

  • Provide orientation for those you supervise

  • Schedule breaks for staff.

Intermediate and On-Going Tasks

  • Monitor function of your area and provide updates to Reception Group Supervisor

  • Ensure all people who are entering the center are assessed for immediate functional needs.

  • Direct those that enter to intake staff,

  • Provide orientation to center, ensure persons have floor plans and understand layout and flow.

  • Provide Psychological First Aid, if needed.

  • Document data tallies as requested by supervisor.

  • Troubleshoot problems as they arise and forward unresolved issues to the Reception Group Supervisor.

  • Request break coverage from Reception Group Supervisor.

Shift Change and Demobilization Tasks

  • Assist with clean-up as necessary for next shift.

  • Brief staff person assigned to next shift.

  • Participate in scheduled debriefing sessions

  • Gather information for final situation report

  • Check out at the Check-in/Check-out Station.

workforce lead position checklist


You report to: Site Logistics Lead

Mission: Manage the staffing needs, primarily: Staff Check-in/Check-out process, documentation of on-site staff (current, previous, and upcoming shifts), and staff food, water and break needs.

Immediate Tasks

  • Check in and receive site orientation to Staff Check-in/Check-out Station and break areas.

  • Read this entire Job Action Sheet and organizational chart.

  • Receive orientation from Site Logistics Lead.

  • Familiarize self with position checklist.

Intermediate and On-Going Tasks

  • Check in and check out staff, badging and providing orientation materials.

  • Assess food and water needs for staff.

  • Organize and maintain break areas, supplying food/water.

  • Request additional equipment and supplies from Site Logistics Lead.

  • Work with Safety and Security to ensure security of staff belongings

  • Manage staff phone line (if needed) providing communication between staff and family.

  • Troubleshoot problems as they arise and forward unresolved issues to Site Logistics Lead.

  • Request break coverage from Site Logistics Lead.

Shift Change and Demobilization Tasks

  • Assist with clean-up as necessary for next shift.

  • Participate in scheduled debriefing sessions

  • Check out at the Staff Check-in/Check-out Station.
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