Purpose
This article explains how to add, configure, view, and manage expiring items within the First Due Pre-Planning module. Users can assign expiration dates to Unit Types and Hazmat items and determine whether those items are automatically removed or require manual review upon expiration.
Background Information
The Expiring Items feature allows departments to manage time-sensitive information within their pre-plans. By assigning expiration dates to specific Unit Types or Hazmat items, departments can help ensure that outdated information is identified and managed appropriately.
Users can configure one of two actions upon expiration:
Auto Remove: Automatically removes the item from the pre-plan on the selected expiration date.
User Review: Requires a user to manually review and remove the expired item.
The Expiring Items List provides a centralized location for viewing and accessing items with configured expiration dates.
Required Permissions
Users must have the appropriate permissions to access and manage pre-plans within the Pre-Planning module.
Access to Pre-Planning and Pre-Plan Map.
Permissions to add or edit Unit Types and Hazmat items.
Access to the Expiring Items List.
Note: Available functionality may vary based on the user's assigned roles and permissions.
Video
Step-by-Step Guide
Step 1: Access the Pre-Plan
Navigate to the First Due logo in the upper-left corner of the screen.
Select Pre-Planning from the navigation menu.
Click Pre-Plan Map.
Locate and select the desired Occupancy Icon on the map.
Access the associated Pre-Plan.
Step 2: Add an Expiring Item
Within the pre-plan, navigate to either Unit Types or Hazmat.
Select the appropriate section.
Click Add to create a new item.
Complete the necessary information for the selected item.
Step 3: Configure the Expiration Settings
Scroll down within the item details.
Locate the Set Expiration toggle.
Toggle Set Expiration on.
Once enabled, the following fields are required:
Expiration Date: Select the date the item should expire.
Action Upon Expiration: Select one of the following options:
Auto Remove: Automatically removes the item from the pre-plan on the selected expiration date.
User Review: Requires a user to manually review and remove the expired item.
Step 4: Save the Expiring Item
Verify that all required information has been entered.
Click Save.
The item will now appear within the selected Unit Types or Hazmat section.
The configured expiration date will be displayed with the item.
Step 5: Access the Expiring Items List
Navigate back to the Pre-Planning menu.
Select Expiring Items.
The Expiring Items List will display items that have configured expiration dates.
Step 6: Review and Remove an Expiring Item
From the Expiring Items List, locate the item you wish to review or remove.
Navigate to the far-right side of the item's row.
Click the Edit Pencil icon.
Select the associated Pre-Plan.
Access the pre-plan and locate the expiring item within the appropriate Unit Types or Hazmat section.
Review the item and manually remove it as needed.
Note: Items configured with User Review require manual action to remove them from the pre-plan.
Best Practices
Assign Appropriate Expiration Dates: Ensure expiration dates accurately reflect when the information should no longer be considered current.
Select the Appropriate Expiration Action: Use Auto Remove for items that should be removed automatically and User Review for items that require verification before removal.
Review Expiring Items Regularly: Periodically access the Expiring Items List to identify items requiring attention.
Maintain Accurate Pre-Plan Information: Review time-sensitive Unit Types and Hazmat information to ensure pre-plans remain accurate.
Verify Saved Expiration Settings: Confirm that the correct expiration date and action are displayed after saving an item.
Troubleshooting & FAQs
Q: Which items can have expiration dates assigned?
A: Expiration dates can be configured for items within the Unit Types and Hazmat sections of a pre-plan.
Q: What happens when Auto Remove is selected?
A: The system automatically removes the item from the pre-plan on the configured expiration date.
Q: What happens when User Review is selected?
A: The item requires manual review and removal by a user.
Q: Where can I view items that have expiration dates?
A: Navigate to Pre-Planning > Expiring Items to access the Expiring Items List.
Q: How do I manually remove an expired item?
A: Locate the item within the Expiring Items List, click the Edit Pencil icon, access the associated pre-plan, locate the item, and remove it.
Q: Why am I unable to add or edit an expiring item?
A: Verify that your assigned roles and permissions allow you to add or edit items within the Pre-Planning module. Contact your system administrator if additional permissions are needed.