Protective Services
Operations Platform
Complete your EP documentation digitally, push to the Platform, and generate print-ready PDFs — all in one place.
01
Detail Request & Authorization
Internal authorization record. Captures threat basis, resources, and Security Director sign-off before deployment.
02
Full Advance Report
Comprehensive intel brief with threat scoring, location profiles, routes, LEOSA. Security Director copy.
03
Tactical Brief
Lean field document. Everything agents need on the ground — team, itinerary, routes, risk summary.
04
Principal Itinerary
Sanitized schedule for the principal or EA. Times and locations only — no security detail visible.
05
After-Action Report
Post-detail review. Incidents, intelligence gathered, lessons learned, vendor ratings. Feeds the Platform.
PS-FORM-001
Detail Request & Authorization
Complete and obtain Security Director sign-off before any detail deploys
Request Information
Principal Information — Medical Summary
Assignment Details
Threat Basis & Risk Level
Resources Requested & Authorized
| Resource | Qty | Justification | Authorized |
|---|---|---|---|
Approval & Sign-Off
PS-FORM-002
Full Advance Report
Comprehensive EP intelligence brief — Security Director copy, not carried in field
Principal Profile & Medical
to
Threat Assessment
| Category | Rating | Mitigations / Notes |
|---|---|---|
| Threat Risk | ||
| Crime | ||
| Protests / Civil Unrest | ||
| Traffic / Transit | ||
| Environmental Hazards | ||
| Terrorism Indicators | ||
| Surveillance Risk | ||
| Medical / Emergency Response |
EP Team & Communications
| Role | Name | Mobile | Radio Ch. | Armed? | On-Call? |
|---|---|---|---|---|---|
EP Assignments
| Agent / Resource | Role / Assignment | Days / Coverage Window | Armed? | Notes |
|---|---|---|---|---|
Venue & Room Profile
DETAIL STOPS
| Room / Space | Floor | Sq Ft / Capacity | Usage | Access Notes |
|---|---|---|---|---|
Protective Posture Summary
Event Itinerary & Room Assignments
| Date | Time | Event / Session | Room / Space | Floor | Tier | Session Type |
|---|---|---|---|---|---|---|
Transport & Movements
| Date | Service / Class | From | To | Departs | Arrives | Seat / PAX |
|---|---|---|---|---|---|---|
Emergency Medical Information
| Location / City | Nearest Hospital | Trauma Level | Address | Phone |
|---|---|---|---|---|
PS-FORM-003
Tactical Brief
Field reference — agents only. Keep concise and current.
Medical Alert
Mission Header
EP Team
| Role | Name | Mobile | Armed? |
|---|---|---|---|
Itinerary & Movements
Stops come from Full Advance (Detail Stops) or Operator Snapshot. Add Movement / Action, Tier, and Tactical Notes below for this brief — to add, remove, or change a stop itself, use Full Advance or Operator Snapshot.
Routes
Contacts & References
| Contact / Vendor | Phone / Reference | Notes |
|---|---|---|
PS-FORM-004
Principal Itinerary
Sanitized schedule only — safe to share with principal or EA
Trip Overview
Itinerary
Stops are entered in Full Advance (Detail Stops) or Operator Snapshot — this view is read-only and always reflects the current operation's saved stops.
Transport Reservations
| Date | Service | From | To | Departs | Arrives | Reservation Ref. |
|---|---|---|---|---|---|---|
Accommodation
PS-FORM-005
After-Action Report
Complete within 24 hours of detail close. Submit to Security Director and push to the Platform.
Assignment Overview
Execution Summary
Incidents & Anomalies
| # | Date / Time | Location | Type | Severity | Outcome / Action |
|---|---|---|---|---|---|
| 1 |
Intelligence & Observations
Lessons Learned & Recommendations
Vendor & Resource Performance
| Vendor / Resource | Service Provided | Performance Rating | Recommend Again? | Notes |
|---|---|---|---|---|
Sign-Off & Distribution
Distribution: Security Director | EP Manager | Principal File | Platform Case Record
Integration
Platform Configuration
Connect this platform to your Platform instance to push cases and records automatically
Platform Integration — Coming Soon
Native Platform integration is currently in development. Once live, the platform will automatically push cases, threat assessments, and incident records directly into your Platform instance from every form in this platform.
Planned capabilities:
— Auto-create Platform Cases from PS-FORM-001 Operation Orders
— Push Threat Assessments from PS-FORM-002 Advance Reports
— Log Incidents from PS-FORM-005 After-Action Reports
— Receive Platform threat data back into the platform
— Auto-create Platform Cases from PS-FORM-001 Operation Orders
— Push Threat Assessments from PS-FORM-002 Advance Reports
— Log Incidents from PS-FORM-005 After-Action Reports
— Receive Platform threat data back into the platform
What Gets Pushed to the Platform
| Document | Platform Object Created | Key Fields Mapped | Status |
|---|---|---|---|
| PS-FORM-001 — Detail Request | Case | Principal, dates, threat level, resources | Pending Config |
| PS-FORM-002 — Full Advance Report | Case + Threat Assessment | Risk scores, intel summary, team, locations | Pending Config |
| PS-FORM-003 — Tactical Brief | Case (field reference) | Team, itinerary, contacts, routes | Pending Config |
| PS-FORM-005 — After-Action Report | Case closure + Incident(s) | Incidents, intel, lessons learned, vendors | Pending Config |
PS-FORM-004 (Principal Itinerary) is not pushed to the Platform as it contains no security data.
For Your Platform Administrator
Share the following with your Platform contact to set up the integration:
What we need from the Platform:
1. API base URL for your instance
2. API key or OAuth credentials with Case creation permissions
3. Confirm which object types are available: Cases, Incidents, Threat Assessments, Persons
4. Sandbox/test environment URL for development testing
5. Webhook URL (optional) — so the Platform can push updates back to this platform
What we will send to the Platform per detail:
— One Case record (principal, dates, risk level, operation name)
— One Threat Assessment record linked to that case
— Incident records for any events logged in the AAR
— Case closure status when AAR is submitted
1. API base URL for your instance
2. API key or OAuth credentials with Case creation permissions
3. Confirm which object types are available: Cases, Incidents, Threat Assessments, Persons
4. Sandbox/test environment URL for development testing
5. Webhook URL (optional) — so the Platform can push updates back to this platform
What we will send to the Platform per detail:
— One Case record (principal, dates, risk level, operation name)
— One Threat Assessment record linked to that case
— Incident records for any events logged in the AAR
— Case closure status when AAR is submitted
AI-Powered
Report Generator
Select a report type, choose which form data to include, and generate a polished, print-ready EP document in seconds.
1 · Select Report Type
Full Advance Report
Complete EP intelligence brief
Tactical Brief
Field-ready agent brief
Threat Summary
Risk assessment memo
Executive Brief
Leadership-facing summary
After-Action Summary
Post-detail narrative
Site Assessment Report
Formal findings document
2 · Additional Context (Optional)
Generated Report
Select a report type and click Generate Report to produce a polished document from your form data.
Open-Source Intelligence
Location Threat Analysis
Rapid operational intelligence for unscheduled or newly added stops.
Enter a precise location above and click Run Rapid Advance.
PS-FORM-006
Site Security Assessment
Complete during or immediately after site walkthrough. Findings auto-populate below.
Site Information
Assessment Progress
0 of 0 items reviewed
Flagged: 0
Monitor: 0
OK: 0
N/A: 0
— Unreviewed: 0
Perimeter & Exterior — Building envelope, parking, lighting, fencing
Lighting
Fencing & Barriers
Parking & Vehicle Areas
Access Control — Doors, credentials, hardware, integrity
Door Hardware
Credential & Reader Systems
Secure Zones & Sensitive Areas
Interior Security — Lobby, common areas, sensitive spaces
Lobby & Reception
Physical Security Controls
Surveillance & Detection — CCTV, motion detection, monitoring
Camera Coverage
Recording & Monitoring
Intrusion Detection
Emergency Preparedness — Life safety, egress, communications
Egress & Life Safety
Communication & Coordination
Personnel & Procedures — Guard force, policies, training
Guard Force / Security Staff
Policy & Compliance
Threat, Crime & Intelligence — Neighborhood risk, assets, known threats
Intelligence & Threat Context
Crime & Neighborhood Notes
IT & Information Security — LAN room, devices, data protection
Mail, Package & Courier Security — Receiving, inspection, awareness
Vehicular Access & Parking — Structured parking, vehicle controls
HVAC & CBR Mitigation — Chemical/biological risk, generators, utilities
Sign-Off & Distribution
Assessment Summary
Items Requiring Action
No items flagged yet.
PS-FORM-007
Global Security Site Assessment
Comprehensive facility security assessment — use in conjunction with physical walkthrough
Facility Information
Threat, Crime & Intelligence Analysis
Access Control
Building Entry
Elevators & Stairwells
Lock & Key Control
CCTV & Surveillance
Alarms & Intrusion Detection
Information & IP Security
Mail, Package & Courier Security
Vehicular Access & Parking
Perimeter Protection & HVAC / CBR
Security Guard Force
Life Safety & Emergency Preparedness
Life Safety Systems
Emergency Relocation & Continuity
Protective Services Concerns
Recommendations & Sign-Off
Privileged and Confidential — For Internal Use Only — Rockwell Consulting Group Protective Services
OPERATOR SNAPSHOT
Operator Snapshot
Live detail overview — stops, team, contacts. Authored here; consumed on iOS.
Detail Header
Detail Stops
ADMIN
Platform Administration
User provisioning, roles, and billing status.
User Management
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Subscription Billing
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Add New User
Deactivate User
ACCT
My Account
Manage your profile and sign-in credentials.
Password
Set a password to enable password sign-in as an alternative to your magic link. Your magic link will continue to work regardless.
Two-Factor Authentication
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Sign-in Email
Your sign-in email is managed by your administrator and cannot be changed here.
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