Purpose Statement
This feature allows users to edit occupancy addresses directly from within the Pre-Plans Module, ensuring accurate location information for emergency response operations. Users can update address details to maintain current and precise occupancy records that support effective pre-planning and incident response.
Background Information
Accurate occupancy addresses are critical for emergency response operations and pre-plan effectiveness. The ability to edit occupancy addresses from within the Pre-Plans Module provides users with flexible access to update location information when changes occur or corrections are needed. This functionality ensures that pre-plans maintain current address information without requiring navigation to separate modules or complex workflows.
Required Permissions
- Pre-Plans Read--Allows User to access Pre-Plan Maps & Pre-Plan List as well as view Pre-Plans in a Read Only State
- Pre-Plans - Edit -Enables the User to edit, update or delete Pre-Plan information & occupancy Details via the Pre-Plan Map.
- Pre-Plan Organizer - Provides Read Only access to the Pre-Plans Organizer
- Edit Pre-Plan Organizer - Allows for editing of Pre-Plan Assignments, Due Dates, Cycles & offers the ability to print Occupancy Data.
- Edit Occupancy Address-- User can edit the Occupancy Address in the Occupancy Record.
Video
Step-by-Step Guide
An occupancy's address can only be edited within the Occupancy Record.
2. Within Pre-Plan Organizer, search for a specific occupancy by business name or address in the search Field or locate the Occupancy in the list.
Best Practices
Do's:
- Verify address accuracy before making changes
- Double-check all address components (street number, name, unit, etc.)
- Save changes promptly to prevent data loss
- Update addresses when occupancy changes or corrections are identified
- Use the most convenient access method for your current workflow
Don'ts:
- Don't forget to save both the address edits and the occupancy record
- Don't make changes without proper verification of the new address information
- Don't leave editing sessions open without saving changes
- Don't edit addresses unless you have proper authorization
Tips:
- Use the dashboard method when working from an active incident for efficiency
- Use the pre-plan organizer method when specifically managing occupancy data
- Keep a record of address changes for department documentation
- Verify changes appear correctly after saving before closing the record
Troubleshooting & FAQs
Q: Why can't I see the pencil icon to edit the address?
A: Ensure you have proper editing permissions for occupancy records. Contact your system administrator if the pencil icon is not visible.
Q: What's the difference between the two save buttons?
A: The first save confirms your address changes, while the second save finalizes and saves the entire occupancy record with all modifications.
Q: Can I access occupancy records from other locations?
A: Yes, this article demonstrates two primary methods, but occupancy records may be accessible from other modules depending on your system configuration.
Q: Do address changes affect existing pre-plans?
A: Address changes update the occupancy record, which may impact associated pre-plans. Verify that related pre-plans reflect the correct information after making changes.
Q: What if I make a mistake while editing?
A: If you haven't saved yet, you can cancel the edit. If you've already saved, you can edit the address again to correct any errors.