Purpose Statement

The My Assigned Pre-Plans feature in First Due allows users to view, organize, filter, and manage pre-plans assigned directly to them or to a team they belong to.

This feature provides a centralized location for accessing assigned pre-plans, reviewing associated information, and navigating to individual pre-plan records. Users can customize their list view, search for specific locations, review pre-plan history, and access editing options to efficiently manage their assigned work.

Background Information

The My Assigned Pre-Plans page is located within the Pre-Planning module in First Due.

This page displays a list of pre-plans assigned to the logged-in user or their associated teams.

Users can perform several actions from this page, including:

• View pre-plans assigned to themselves or their teams.
• Sort, resize, and rearrange columns.
• Filter pre-plans using available data fields and statuses.
• Search for specific businesses, streets, or addresses.
• Customize which columns appear in the list.
• Access the Pre-Plans Map.
• Review pre-plan history and associated alert tiles.
• View notes associated with individual pre-plans.
• Open pre-plans for editing.
• Navigate to associated occupancy records when permitted.

These capabilities help personnel efficiently locate and manage assigned pre-plans without having to navigate through the entire pre-plan inventory.

Required Permissions

Access to My Assigned Pre-Plans and its available actions depends on the user's assigned First Due role and permissions.

The following access should be verified with your First Due administrator:

• Pre-Planning Access: Permission to access the Pre-Planning module and My Assigned Pre-Plans page.
• Assigned Pre-Plan Visibility: Appropriate access to view pre-plans assigned directly to the user or their team.
• Occupancy Access: Permission to open associated occupancy records through linked addresses.
• Pre-Plan Editing: Appropriate editing permissions to modify pre-plan records.

Note: Specific First Due permission names and configurations should be verified against your organization's current permission settings. Available actions may vary based on assigned roles and permissions.

Video

Step-by-Step Guide

Step 1: Navigate to My Assigned Pre-Plans

1. Click the First Due logo in the upper-left corner of the screen to open the module navigation menu.
2. Scroll through the module list and select Pre-Planning.
3. Click My Assigned Pre-Plans.
4. The My Assigned Pre-Plans page will display the pre-plans assigned to you or a team you belong to.
   
   
   
    

Step 2: Resize and Sort Columns

1. Locate the column headers within the assigned pre-plans list.
2. To adjust a column's width, expand or contract the column to fit your preferred view.
3. To sort the list, click the desired column header.
   • First click: Sorts the column in ascending order.
   • Second click: Sorts the column in descending order.
   • Third click: Returns the column to its original sorting state.
4. Repeat this process for other columns as needed.
   
   
   
    

Step 3: Rearrange Columns

1. Locate the column you want to move.
2. Drag the column to your preferred position within the list.
3. Repeat this process to arrange the columns in an order that best supports your workflow.

Note: Rearranging columns allows users to prioritize the information most relevant to their assigned pre-plans.



 

Step 4: Access an Associated Occupancy Record

1. Locate the Address column.
2. Identify an address displayed as a blue hyperlink.
3. Click the linked address.
4. First Due will navigate to the associated Occupancy Record.

Note: Address hyperlinks are dependent on the user's assigned roles and permissions. Not all users will have access to this functionality.



 

Step 5: Open the Pre-Plans Map

1. Navigate to the upper-right corner of the My Assigned Pre-Plans page.
2. Locate the Map icon.
3. Click the icon to navigate to the Pre-Plans Map.
   
   
   
    

Step 6: Filter Assigned Pre-Plans

1. Click the Filter button above the assigned pre-plans list.
2. The filter panel will open, displaying available filtering options.
3. Enter or select the desired filter criteria using the available data fields.
4. To filter by pre-plan status, locate the Pre-Plan Status field.

5. Select the desired status.

   Important: The Pre-Plan Status filter is a single-select field. Only one status can be selected at a time.

6. Click Apply.
7. The assigned pre-plans list will update to display records matching the selected criteria.
   
   
   
    

Step 7: Customize Visible Columns

1. Click the Columns button above the assigned pre-plans list.
2. A column selection menu will appear.
3. Select or deselect individual columns to control which information appears in the list.
4. Use the available options to make broader changes:
   • Select All: Displays all available columns.
   • Clear All: Removes optional columns from the view.
5. Review the updated list layout.

Important: The Address column is required and cannot be removed from the list.



 

Step 8: Search for a Specific Pre-Plan

1. Locate the Magnifying Glass icon to the right of the Columns button.
2. Click the icon to expand the search field.
3. Enter at least three characters or digits associated with the pre-plan you want to locate.
4. Search using information such as:
   • Business name
   • Street name
   • Address
5. Review the narrowed list of matching pre-plans.

Note: Search is useful when you need to quickly locate a specific assigned pre-plan without manually reviewing the entire list.



 

Step 9: Review Pre-Plan History

1. Locate the desired pre-plan in your assigned list.
2. Navigate to the Actions area on the right side of the record.
3. Click the History icon, represented by a backward arrow.
4. Review the history associated with the selected pre-plan.
5. Click the History icon again to close the history view.
   
   
   
    

Step 10: View Associated Alert Tiles

1. Locate the pre-plan you want to review.
2. Navigate to the Actions area.
3. Click the Alert Tiles button.
4. Review the alert tiles associated with the selected pre-plan.
   
   
   
    

Step 11: View Pre-Plan Notes

1. Locate the desired pre-plan.
2. Navigate to the Actions area on the right side of the record.
3. Click the Ellipsis (three-dot) or Note Icon menu.
4. Select the available option to view notes.
5. Review the notes associated with the pre-plan.
   
   
   
    

Step 12: Edit an Assigned Pre-Plan

1. Locate the pre-plan you want to modify.
2. Navigate to the Actions area.
3. Click the Edit button or Pencil icon.
4. First Due will open the selected pre-plan.
5. Continue editing the pre-plan as permitted by your assigned user permissions.

Note: The editing process and available fields may vary depending on the pre-plan configuration and user permissions.



 

Best Practices

• Use filters to prioritize work: Narrow your assigned list using the available filters to focus on specific pre-plan statuses or other relevant information.
• Customize your column layout: Arrange and display columns based on the information you review most frequently.
• Keep the Address column visible: The Address column is required and provides an important reference for identifying pre-plan locations.
• Use search for quick navigation: Enter at least three characters or digits to quickly locate a business, street, or address.
• Review pre-plan history: Check the history of a pre-plan when additional context is needed.
• Check alert tiles and notes: Review associated information before making changes to an existing pre-plan.
• Verify the correct record before editing: Confirm the pre-plan address and identifying information before opening the record for modification.
• Use the map when location matters: Access the Pre-Plans Map when a geographic view would be helpful for reviewing assigned locations.

Troubleshooting & FAQs

Why can't I see any pre-plans in My Assigned Pre-Plans?

The list displays pre-plans assigned directly to you or to a team you belong to. Verify that you have assigned pre-plans and check whether any active filters are limiting the results. Contact your administrator if you believe assignments are missing.

Why can't I click on an address to open the occupancy record?

Address hyperlinks are dependent on assigned roles and permissions. If the address is not displayed as a blue hyperlink, verify that your account has the appropriate occupancy access.

Why can't I remove the Address column?

The Address column is required within My Assigned Pre-Plans and cannot be removed, even when using the Clear All option.

Can I filter by multiple pre-plan statuses at the same time?

No. The Pre-Plan Status filter is a single-select field. You can select only one pre-plan status at a time.

How do I return a column to its original sorting state?

Click the column header three times to cycle through ascending, descending, and the original sorting state.

Why am I not finding a pre-plan when using search?

Verify that you have entered at least three characters or digits. You can search using a business name, street name, or address. Also confirm that the pre-plan is included in your assigned list.

Can I change the order of the columns?

Yes. Columns can be rearranged to create a layout that better fits your workflow.

How do I view the history of an assigned pre-plan?

Click the History icon in the Actions area for the desired pre-plan. Click the icon again to close the history view.

Where can I find notes associated with a pre-plan?

Click the Ellipsis (three-dot) menu in the Actions area of the pre-plan and select the option to view notes.

How do I edit an assigned pre-plan?

Locate the desired pre-plan and click the Edit button or Pencil icon in the Actions area. The selected pre-plan will open for editing, subject to your permissions.