Purpose Statement
The purpose of this article is to guide users through managing attachments within Pre-Plans in First Due. Users can add, view, and delete image attachments associated with a Pre-Plan to ensure important occupancy information is readily accessible to personnel.
Background Information
Attachments allow users to associate images with a Pre-Plan, providing additional visual information about an occupancy.
By managing attachments, departments can maintain relevant visual documentation that supports pre-incident planning and helps responding personnel access important information.
Users can manage attachments when creating a new Pre-Plan or editing an existing Pre-Plan.
Important: Only supported image file types can be uploaded as attachments. The specific supported file formats are not identified in the training video.
Required Permissions
Users must have the appropriate permissions to access Pre-Planning and manage Pre-Plans.
The specific First Due permission settings required to add, view, or delete attachments have not been verified. Contact your department's First Due administrator to confirm the necessary permissions.
Video
Step-by-Step Guide
Step 1: Navigate to the Pre-Plans Map
1. Click the First Due logo in the upper-left corner of the screen.
2. Select Pre-Planning from the navigation menu.
3. Click Pre-Plans Map to access the map.
Step 2: Access a Pre-Plan
1. From the Pre-Plans Map, choose one of the following options:
New Pre-Plan: Begin creating a new Pre-Plan.
Existing Pre-Plan: Click an existing occupancy icon on the map.
2. If selecting an existing occupancy, click Access Pre-Plan.
3. The selected Pre-Plan will open.
Step 3: Open the Attachments Section
1. Within the Pre-Plan, locate the paperclip icon in the upper-left corner.
2. Click the paperclip icon to access the attachments section.
3. The attachments section displays existing attachments and provides an option to add new attachments.
Step 4: Add an Attachment
1. Within the attachments section, click the attachment upload box.
2. A file selection window will appear.
3. Browse to the location of the image you want to upload.
4. Select the desired image.
5. Click Open.
6. The selected image will be added to the Pre-Plan's attachments list.
Important: Only supported image file types (.png, .jpg, .jpeg, .gif, .pdf, .doc, .docx, .ppt, .pptx, .xls, .xlsx, up to 5MB) can be uploaded. Ensure the selected file meets the system's upload requirements.
Step 5: View Existing Attachments
1. Open the Attachments section using the paperclip icon.
2. Locate the desired attachment in the list.
3. Click the attachment to view the image.
Step 6: Delete an Attachment
1. Open the Attachments section.
2. Locate the attachment you want to remove.
3. Select the available Delete option associated with the attachment.
4. Follow any additional on-screen prompts, if presented.
Note: Deleting an attachment removes it from the Pre-Plan's attachment list. Verify that the correct attachment is selected before deleting it.
Tip:
How Attachments are displayed on the Dashboard.
Best Practices
- Use relevant images: Upload images that provide useful information about the occupancy or support pre-incident planning.
- Maintain current attachments: Review attachments periodically to ensure they accurately reflect the occupancy.
- Avoid unnecessary attachments: Only upload images that provide meaningful operational information.
- Verify uploads: After adding an image, confirm that it appears in the attachments list.
- Review before deleting: Ensure an attachment is no longer needed before removing it from the Pre-Plan.
- Use supported file types: Confirm that images meet the system's supported file format requirements before attempting to upload them.
Troubleshooting & FAQs
Q: How do I access attachments within a Pre-Plan?
Navigate to Pre-Planning > Pre-Plans Map, open an existing Pre-Plan or begin creating a new one, and click the paperclip icon in the upper-left corner.
Q: Can I add attachments to an existing Pre-Plan?
Yes. Select an existing occupancy from the Pre-Plans Map, click Access Pre-Plan, and open the attachments section to add an image.
Q: Can I view attachments that have already been uploaded?
Yes. Existing attachments are displayed in the attachments section. Select an attachment to view it.
Q: Can I delete an attachment from a Pre-Plan?
Yes. Open the attachments section, locate the attachment, and use the available delete option.
Q: What types of files can be uploaded as attachments?
The training video indicates that only certain image file types are supported. However, it does not specify the supported extensions. Refer to the upload interface or current First Due documentation for the supported formats.
Q: Why am I unable to upload an attachment?
Verify that the selected file is a supported image type and that you have the appropriate permissions to manage the Pre-Plan. If the issue persists, contact your department's First Due administrator.
Q: Can I manage attachments while creating a new Pre-Plan?
Yes. The attachments section can be accessed when working with a new Pre-Plan or an existing Pre-Plan.