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Pre-Plans: Pre-Plan List Overview

Purpose Statement

The Pre-Plans List in First Due provides a centralized location to view, search, filter, review, and manage pre-plans created within your system.

This feature allows users to efficiently locate pre-plans, review their approval status, access associated occupancy records, and perform actions such as editing, approving, rejecting, and publishing pre-plans based on their assigned permissions.

Background Information

The Pre-Plans List displays all pre-plans created within your First Due system in an organized list view.

Users can customize how pre-plans are displayed, locate specific records, and manage the review and approval process.

Key features include:

  • Saved Views: Access favorite, predefined, custom, and shared views.
  • Filtering: Narrow the list using specific data points.
  • Search: Quickly locate pre-plans using keywords, numbers, or characters.
  • Column Sorting: Organize records in ascending or descending order.
  • Occupancy Access: Navigate directly to associated occupancy records.
  • Pre-Plan Actions: View, edit, approve, reject, delete, or review pre-plan history.
  • Pre-Plans Map: Switch from the list view to a map-based view of pre-plans.

Available actions may vary depending on the user's assigned roles and permissions.

Required Permissions

Access to the Pre-Plans List and its available actions is dependent on the user's assigned First Due roles and permissions.

Users may require permissions to:

  • View pre-plans.
  • Edit existing pre-plans.
  • Review and approve pre-plans.
  • Reject pre-plans.
  • Publish pre-plans.
  • Delete pre-plans.
  • Create, modify, or delete saved views.

Note: The exact permission names and configurations should be verified within your organization's First Due role and permission settings. Not all users will have access to every action described in this article.

Video

Step-by-Step Guide

Step 1: Navigate to the Pre-Plans List

  1. Click the First Due logo to open the main navigation menu.
  2. Scroll through the menu and select Pre-Planning.
  3. Click Pre-Plans List.
  4. The Pre-Plans List will display all pre-plans created within your First Due system.



     

Step 2: Access Saved Views

Saved Views allow users to quickly access different configurations of the Pre-Plans List.

  1. Locate the Saved Views dropdown in the upper-left corner of the page. Click the down arrow to display available views.
  2. Select from the available view categories:
    • Favorite Views: Views marked as favorites.
    • Predefined Views: Views available by default within the system.
    • Custom Views: Views created for specific needs.
    • Shared With Me: Views shared with the user.



       
  3. Depending on your assigned permissions, click the ellipsis (three-dot menu) next to a view to access additional options, which may include:
    • Edit View (custom view only)
    • Add View
    • Clone View
    • Copy Link
    • Delete View (custom view only)

Note: Managing Saved Views will be covered in a separate Knowledge Base article.



 

Step 3: Filter the Pre-Plans List

Filters allow users to narrow the list based on specific criteria.

  1. Locate and click the Filter option on the right side of the page.
  2. Enter or select the desired data points to filter the list.
  3. Click Apply Filters in the lower-right corner.
  4. The Pre-Plans List will update to display records matching the selected criteria.



     

Step 4: Search for a Pre-Plan

The general search feature allows users to quickly locate specific records within the Pre-Plans List.

  1. Locate and click the magnifying glass icon.
  2. Enter at least three numbers or characters into the search field.
  3. Click the magnifying glass to initiate the search.
  4. The list will narrow based on the information entered.



     

Step 5: Access the Pre-Plans Map

Users can switch from the list view to the map view.

  1. Locate the Map icon above the Pre-Plans List.
  2. Click the icon to open the Pre-Plans Map.

Alternatively, access the map through the main navigation menu:

  1. Click the First Due logo.
  2. Select Pre-Planning.
  3. Click Pre-Plans Map.



     

Step 6: Sort Pre-Plans by Column

The Pre-Plans List contains multiple column headers that can be used to organize records.

  1. Locate the column header you want to sort.
  2. Click the column header once to sort the list in ascending order.
  3. Click the column header a second time to sort in descending order.
  4. Click the column header a third time to return to the original list order.



     

Step 7: Access an Associated Pre-Plan

Each address displayed in the Pre-Plans List serves as a hyperlink to its associated occupancy record.

  1. Locate the desired pre-plan.
  2. Click the address hyperlink.
  3. The associated pre-plan will open in Responder view.



     

Step 8: Expand Available Pre-Plan Actions

Each pre-plan contains an Actions section on the right side of the list.

  1. Locate the desired pre-plan.
  2. Click the arrow in the Actions column to expand the available options.
  3. Depending on the pre-plan's status and your assigned permissions, the following actions may be available:
    • Green Check Mark: Publish a pre-plan that is pending approval.
    • Red X: Reject a pre-plan.
    • Pencil Icon: View or edit the pre-plan.
    • Delete: Delete the pre-plan, if permitted.
    • Backward Arrow: Display the pre-plan's history.
    • Notes: View review information and notes associated with the pre-plan.



       

Step 9: View Pre-Plan History

The History option allows users to review previous activity associated with a pre-plan.

  1. Locate the desired pre-plan and expand its available actions.
  2. Click the backward arrow icon.
  3. Review the history displayed for the pre-plan, such as a previous rejection.
  4. Click the backward arrow again to close the history display.



     

Step 10: View Pre-Plan Review Notes

The Notes option allows users to review information associated with the pre-plan's review process.

  1. Locate the desired pre-plan and expand its available actions.
  2. Click the Notes icon.
  3. A modal window will open displaying available information, including:
    • Current pre-plan status.
    • The individual who reviewed the pre-plan.
    • Notes entered during a previous rejection.
  4. Click Close to exit the modal.



     

Step 11: Reject a Pre-Plan

Users with the appropriate permissions can reject a pre-plan that requires corrections.

  1. Locate the pre-plan requiring rejection.
  2. Expand the available actions.
  3. Click the red X icon.
  4. A rejection modal will appear.
  5. Enter comments explaining why the pre-plan is being rejected.
  6. Review the checkbox associated with retaining the pre-plan:
    • Checked: Retains the associated pre-plan.
    • Unchecked: Deletes all submitted changes.
  7. Click Send to submit the rejection.
  8. The rejection will be sent to the individual responsible for the pre-plan.
  9. In the workflow demonstrated, the rejected pre-plan returns to Draft status.



     

Important: Review the retention checkbox carefully before submitting a rejection. Unchecking the box will delete the submitted changes.

Step 12: Publish an Approved Pre-Plan

Once a pre-plan has been reviewed and any required corrections have been completed, an authorized user can publish it.

  1. Locate the pre-plan that is pending approval.
  2. Expand the available actions.
  3. Click the green check mark icon.
  4. A confirmation window will appear asking whether you want to publish the pre-plan.
  5. Click Publish to confirm.
  6. The pre-plan's status will change to Published.



     

Best Practices

  • Use Saved Views: Take advantage of available views to quickly access the pre-plans most relevant to your responsibilities.
  • Apply Filters: Use specific filter criteria when working with large numbers of pre-plans.
  • Use Search for Quick Access: Enter at least three characters or numbers when searching for a specific record.
  • Review Pre-Plan History: Check previous activity before making approval or rejection decisions.
  • Provide Clear Rejection Comments: Explain what needs to be corrected so the responsible user can address the issue.
  • Verify Before Publishing: Confirm that the pre-plan is accurate and any required corrections have been completed before publishing.
  • Use the Occupancy Hyperlink: Access the associated occupancy record when additional property information is needed.
  • Review the Retention Checkbox: Confirm whether submitted changes should be retained or deleted before rejecting a pre-plan.
  • Follow Assigned Permissions: Only perform approval, deletion, and publishing actions when authorized.

Troubleshooting & FAQs

Why can't I see certain actions in the Pre-Plans List?

Available actions depend on your assigned roles, permissions, and the pre-plan's current status. Contact your First Due administrator if you believe you should have access to an unavailable action.

Why can't I edit or delete a Saved View?

Saved View management options are dependent on your assigned permissions. Some views may not allow modification or deletion.

How do I find a specific pre-plan?

Use the magnifying glass icon to search using at least three characters or numbers. You can also apply filters to narrow the displayed results.

How do I change the order of the Pre-Plans List?

Click a column header once to sort in ascending order, twice for descending order, and three times to return to the original order.

How do I access the occupancy record associated with a pre-plan?

Click the address hyperlink in the Pre-Plans List to open the associated occupancy record.

How do I review why a pre-plan was previously rejected?

Expand the pre-plan's available actions and select the Notes icon. The modal displays available review information, including rejection comments.

What happens when I reject a pre-plan?

A rejection modal opens and requires comments explaining the rejection. After clicking Send, the rejection is sent to the individual responsible for the pre-plan. In the demonstrated workflow, the pre-plan returns to Draft status.

What happens if I uncheck the retention checkbox when rejecting a pre-plan?

Unchecking the checkbox deletes all submitted changes. Leaving it checked retains the associated pre-plan.

How do I publish a pre-plan?

Locate the pre-plan pending approval, click the green check mark, and select Publish in the confirmation window. The pre-plan will move to Published status.

Can I view pre-plans on a map instead of a list?

Yes. Click the Map icon above the Pre-Plans List, or navigate to First Due > Pre-Planning > Pre-Plans Map.