Purpose Statement

This article explains the different methods available to access, edit, and add Pre-Plans using the Mobile Responder application and First Due Web.

Understanding these access points allows personnel to efficiently locate and update Pre-Plans from incidents, occupancies, dashboards, and the Pre-Planning module, ensuring critical building and occupancy information remains accessible and accurate.

Background Information

First Due provides multiple ways to access and manage Pre-Plans depending on the application and workflow being used.

Users can access Pre-Plans through:

• Mobile Responder: Access and edit Pre-Plans directly from incidents, occupancies, dashboards, assigned Pre-Plans, Pre-Plan lists, and the Pre-Plans Map.
• Web Responder: Access Pre-Plans from incidents, occupancies, and dashboards within the Responder View.
• Pre-Planning Module: Manage existing Pre-Plans through the Pre-Plan Organizer, My Pre-Plans, Pre-Plan List, and Pre-Plans Map.

These access points allow field personnel and administrative users to locate Pre-Plans without navigating away from their current operational workflows.

Important: The available options may differ depending on whether you are using Mobile Responder or First Due Web.

Required Permissions

Users must have appropriate access to the Response and/or Pre-Planning modules, depending on the method used to access Pre-Plans.

The ability to create or edit Pre-Plans may require additional permissions assigned through your department's First Due user roles.

The exact permissions required for viewing, editing, creating, and managing Pre-Plans should be verified against your department's First Due permission configuration.

If you cannot access or edit a Pre-Plan, contact your department's First Due administrator.

Video

Step-by-Step Guide

Step 1: Access a Pre-Plan from an Incident in Mobile Responder

1. Open the Mobile Responder application.
2. Locate an incident on the map.
3. Select the Incident icon.
4. Click Pre-Plan to access the associated Pre-Plan.
5. If editing is required, use the available Pre-Plan editing option.
   
   
   
    

Step 2: Access a Pre-Plan from an Occupancy in Mobile Responder

1. Within Mobile Responder, locate an occupancy on the map.
2. Select the Occupancy icon.
3. Click Pre-Plan to access the associated Pre-Plan.
4. Alternatively, select Dashboard to open the occupancy dashboard.
5. From the dashboard, access the Pre-Plan using one of the following options:
   • Access Pre-Plan: Opens the existing Pre-Plan.
   • Pre-Plan Pencil icon: Opens the Pre-Plan for editing.
     
     
     
      

Step 3: Access a Pre-Plan from an Incident Dashboard in Mobile Responder

1. Within Mobile Responder, select an incident.
2. Open the associated incident details or dashboard.
3. Locate the available Pre-Plan option.
4. Select the Pre-Plan to access it.
5. Use the available editing option to modify the Pre-Plan.
   
   
   
    

Step 4: Access Assigned Pre-Plans in Mobile Responder

1. Within Mobile Responder, locate the Menu Stack.
2. Click Pre-Plan to expand the available Pre-Planning options.
3. Select Assigned Pre-Plans.
4. Locate the Pre-Plan you want to modify.
5. Click the Edit (pencil) icon to edit the Pre-Plan.
   
   
   
    

Step 5: Access the Pre-Plan List in Mobile Responder

1. Within Mobile Responder, open the Menu Stack.
2. Select Pre-Plan.
3. Click Pre-Plan List.
4. Locate the desired Pre-Plan.
5. Select the Edit (pencil) icon associated with the Pre-Plan.
6. Make the necessary changes to the Pre-Plan.
   
   
   
    

Step 6: Add or Edit a Pre-Plan from the Pre-Plans Map in Mobile Responder

1. Within Mobile Responder, open the Menu Stack.
2. Select Pre-Plan.
3. Click Pre-Plans Map.
4. From the map, choose one of the following options:
   • Add a New Pre-Plan: Start a new Pre-Plan from the map.
   • Edit an Existing Pre-Plan: Select an existing occupancy or Pre-Plan.
5. If editing an existing Pre-Plan, click the desired occupancy.
6. Select Access Pre-Plan to open the existing Pre-Plan.
7. Make the necessary changes using the available editing tools.
   
   
   
    

Step 7: Access a Pre-Plan from an Incident in Web Responder

1. Log in to First Due Web.
2. Navigate to Response > Responder View.
3. Locate an incident on the map.
4. Select the Incident icon.
5. Click the available Pre-Plan option to access the associated Pre-Plan.
6. Alternatively, select the incident to open its details and access the Pre-Plan from there.
   
   
   
   
    

Step 8: Edit a Pre-Plan from the Incident Dashboard in Web Responder

1. Navigate to Response > Responder View.
2. Select the desired incident.
3. Open the associated Dashboard.
4. Locate the Edit (pencil) icon near the top of the dashboard.
5. Click the pencil icon to edit the associated Pre-Plan.
   
   
   
    

Step 9: Access a Pre-Plan from an Occupancy in Web Responder

1. Navigate to Response > Responder View.
2. Locate an occupancy on the map.
3. Select the Occupancy icon.
4. Choose one of the following options:
   • Access the associated Pre-Plan directly.
   • Open the occupancy Dashboard.
5. If using the dashboard, locate the available Pre-Plan access or editing option.
   
   
   
   
    

Step 10: Edit a Pre-Plan from the Pre-Plan Organizer

1. Within First Due Web, click the First Due logo in the upper-left corner of the screen.
2. Select Pre-Planning.
3. Click Pre-Plan Organizer.
4. Locate the Pre-Plan you want to edit.
5. Click the Edit (pencil) icon on the right side of the screen.
6. The selected Pre-Plan will open for editing.
   
   
   
    

Step 11: Edit a Pre-Plan from My Pre-Plans

1. Within First Due Web, click the First Due logo in the upper-left corner.
2. Select Pre-Planning.
3. Click My Pre-Plans.
4. Locate the desired Pre-Plan.
5. Select the Edit (pencil) icon on the right side of the screen.
6. Make the necessary changes to the Pre-Plan.
   
   
   
    

Step 12: Edit a Pre-Plan from the Pre-Plan List

1. Within First Due Web, click the First Due logo in the upper-left corner.
2. Select Pre-Planning.
3. Click Pre-Plan List.
4. Locate the Pre-Plan you want to modify.
5. Click the Edit (pencil) icon associated with that Pre-Plan.
6. The Pre-Plan will open for editing.
   
   
   
    

Step 13: Add or Edit a Pre-Plan from the Pre-Plans Map in First Due Web

1. Within First Due Web, click the First Due logo in the upper-left corner.
2. Select Pre-Planning.
3. Click Pre-Plans Map.
4. From the map, choose one of the following options:
   • Create a New Pre-Plan:
     • Start a new occupancy from the map.
     • Begin building the associated Pre-Plan.
   • Edit an Existing Pre-Plan:
     • Locate and select an existing Pre-Plan on the map.
     • Click Access Pre-Plan.
     • Make the necessary changes.
       
       
       
        

Best Practices

• Choose the most efficient access point: Access Pre-Plans directly from incidents or occupancies when working within an active response workflow.
• Use Mobile Responder for field access: Mobile Responder provides multiple methods for accessing and editing Pre-Plans while working in the field.
• Use the Pre-Planning module for administrative workflows: The Pre-Plan Organizer, My Pre-Plans, and Pre-Plan List provide alternative methods for locating and editing existing Pre-Plans.
• Verify the correct occupancy: Before editing a Pre-Plan, confirm that the selected occupancy or incident is associated with the correct location.
• Use the Edit icon when making changes: The pencil icon identifies editing options throughout the available Pre-Plan workflows.
• Review changes for accuracy: Ensure that building details, occupancy information, and other Pre-Plan data remain accurate and relevant.
• Follow departmental procedures: Use your agency's established guidelines when creating or modifying Pre-Plans.
• Maintain current Pre-Plan information: Update Pre-Plans when building conditions, occupancy details, or operational considerations change.

Troubleshooting & FAQs

Why can't I access a Pre-Plan from an incident or occupancy?

Verify that you have selected the correct incident or occupancy and that an associated Pre-Plan is available. If the option remains unavailable, contact your First Due administrator to verify your permissions.

Why can't I see the Edit (pencil) icon?

Your assigned user role may not include the permissions necessary to edit Pre-Plans. Contact your department's First Due administrator to verify your access.

Can I access Pre-Plans from Mobile Responder?

Yes. Mobile Responder provides access to Pre-Plans through incidents, occupancies, dashboards, assigned Pre-Plans, Pre-Plan lists, and the Pre-Plans Map.

Can I edit a Pre-Plan directly from an incident?

Yes. The demonstrated Mobile Responder and Web Responder workflows provide methods for accessing and editing associated Pre-Plans from incidents.

What is the difference between Access Pre-Plan and the Edit (pencil) icon?

Access Pre-Plan opens the associated Pre-Plan, while the Edit (pencil) icon provides an editing entry point.

Where can I find my assigned Pre-Plans in Mobile Responder?

Open the Menu Stack, select Pre-Plan, and navigate to Assigned Pre-Plans.

Where can I find My Pre-Plans in First Due Web?

Click the First Due logo in the upper-left corner, then navigate to Pre-Planning > My Pre-Plans.

Can I create a new Pre-Plan from the Pre-Plans Map?

Yes. The Pre-Plans Map provides the ability to start a new occupancy and begin building a Pre-Plan.

Can I access an existing Pre-Plan from the Pre-Plans Map?

Yes. Select an existing Pre-Plan or occupancy on the map and click Access Pre-Plan.

What is the difference between the Pre-Plan Organizer, My Pre-Plans, and Pre-Plan List?

These are separate navigation options within the Pre-Planning module. Each provides a method for locating and editing Pre-Plans. The transcript does not establish the specific filtering or organizational differences between these views.

Can I access Pre-Plans from the Web Responder dashboard?

Yes. From Response > Responder View, open an incident or occupancy dashboard and use the available Pre-Plan access or editing option.