Purpose Statement

The Pre-Plan Status feature in First Due allows users to view and filter pre-plans based on their current status. Users can identify pre-plans that are in draft, pending approval, published, rejected, or archived status across multiple areas of the Pre-Planning module.

Additionally, agencies can customize occupancy icon colors and badge indicators to communicate operational information directly from the Pre-Plans Map.

Background Information

Pre-Plan Statuses help fire departments and emergency response agencies organize, monitor, and manage their pre-planning activities.

Pre-plan statuses can be viewed and filtered in three locations within First Due:

• Pre-Plan List: View and filter pre-plans by one or multiple statuses.

• Pre-Plan Organizer: Customize the displayed columns and filter pre-plans by status.

• My Assigned Pre-Plans: View assigned pre-plans and filter by a single status.

The following statuses are available:

Agencies can also configure occupancy icon colors and badge indicators to provide additional operational context on the Pre-Plans Map.

Required Permissions

Users must have the appropriate permissions to access the Pre-Planning module and its associated features.

Permissions may vary depending on the actions being performed:

• Viewing Pre-Plan Statuses: Access to the Pre-Plan List, Pre-Plan Organizer, or My Assigned Pre-Plans.

• Filtering Pre-Plans: Access to the corresponding pre-plan views.

• Configuring Occupancy Settings: Appropriate administrative permissions to modify occupancy settings.

Note: The exact First Due permission names and required permission levels were not identified in the provided transcript and should be verified against the current First Due permissions configuration.

Video

Step-by-Step Guide

Step 1: Navigate to the Pre-Planning Module

1. Click the First Due logo in the upper-left corner of the screen.

2. Select Pre-Planning from the navigation menu.

3. The Pre-Planning submenu will appear, providing access to:

• Pre-Plan List

• Pre-Plan Organizer

• My Assigned Pre-Plans
  
  
  
   

Step 2: View Statuses in the Pre-Plan List

1. From the Pre-Planning submenu, select Pre-Plan List.

2. Locate the Status column in the list.

3. Review the status associated with each pre-plan. Available statuses include:

• Draft

• Pending Approval

• Published

• Rejected

• Archived
  
  
  
   

Step 2b: Filter Pre-Plans by Status in the Pre-Plan List

1. To filter the list, click Filter, scroll down to Status, select one or more statuses you want displayed, and click Apply Filters.

2. The Pre-Plan List will refresh to display pre-plans matching your selected statuses.

Note: The Pre-Plan List supports selecting multiple statuses simultaneously.



 

Step 3: View Statuses in the Pre-Plan Organizer

1. From the Pre-Planning submenu, select Pre-Plan Organizer.

2. Review the available columns to locate the Pre-Plan Statuses column.

- Depending on your current view configuration, this column may or may not be visible.



 

Step 3b: Filter Pre-Plans by Status in the Pre-Plan Organizer

1. To modify the displayed statuses, click Edit, then click the caret (dropdown arrow) to expand the available options.

2. Locate Pre-Plan Statuses.

3. Select one or more statuses you want to include in your view:

• Draft

• Pending Approval

• Published

• Rejected

• Archived

4. Click Apply to refresh the Pre-Plan Organizer and display pre-plans matching your selected statuses.

Note: The Pre-Plan Organizer allows users to select multiple statuses when configuring their view.



 

Step 4: View Statuses in My Assigned Pre-Plans

1. From the Pre-Planning submenu, select My Assigned Pre-Plans.

2. Locate the Pre-Plan Statuses column to view the current status of each assigned pre-plan.



 

Step 4b: Filter Pre-Plans by Status in My Assigned Pre-Plans

1. To filter assigned pre-plans, click Filter, scroll down to Pre-Plan Statuses, select the status you want to display, and click Apply Filters.

2. The list will refresh to display assigned pre-plans matching your selected status.

Important: Unlike the Pre-Plan List and Pre-Plan Organizer, the Pre-Plan Statuses filter in My Assigned Pre-Plans supports single selection only.



 

Step 5: Understand Occupancy Icon Colors on the Pre-Plans Map

1. Navigate to the Pre-Plans Map.

2. Locate an occupancy icon, represented by a circle containing a house symbol.

3. Review the color of the occupancy icon.

- Agencies can customize occupancy icon colors to represent different operational meanings.

4. Look for an additional badge indicator, which may appear as a red dot at approximately the 2 o'clock position on the occupancy icon.

5. The meaning of the occupancy icon color and badge depends on your agency's configured Occupancy Settings.

Step 6: Understanding Occupancy Icon Colors and Operational Meanings

Agencies can customize occupancy icon colors through Occupancy Settings to communicate specific operational information on the Pre-Plans Map.

• Agencies can select from six available colors for occupancy icons.

• Each color can be assigned an Operational Meaning and a corresponding Matching Value.

• The configured color and its operational meaning are displayed at the bottom of the Occupancy Settings page.

• These configurations allow agencies to establish consistent visual indicators based on their operational needs.

Note: Occupancy icon colors and their associated meanings are agency-specific and may vary depending on your department's configuration.



 

Step 7: Understanding Occupancy Badge Indicators

In addition to occupancy icon colors, agencies can configure the meaning of the red badge indicator that appears near the 2 o'clock position of an occupancy icon on the Pre-Plans Map.

The badge can represent one of the following conditions:

• Default Behavior: Indicates that pre-plan information is present.

• Pre-Plan Not Completed: Indicates that the occupancy's pre-plan has not been completed.

• Target Hazard Present: Indicates that a target hazard is associated with the occupancy.

The meaning of this badge is determined by the agency's configuration within Occupancy Settings.

Note: Users should be familiar with their agency's configured badge meaning to accurately interpret occupancy indicators on the Pre-Plans Map.



 

Best Practices

- Review pre-plan statuses regularly: Use the available status filters to identify pre-plans awaiting approval or requiring additional attention.

- Use multiple status filters when appropriate: The Pre-Plan List and Pre-Plan Organizer support selecting multiple statuses to provide a broader view of pre-planning activities.

- Use My Assigned Pre-Plans to manage individual workloads: Filter assigned pre-plans by status to focus on specific tasks.

- Customize the Pre-Plan Organizer: Ensure the Pre-Plan Statuses column is included in your view when status visibility is important.

- Establish consistent occupancy icon meanings: Agencies should define and communicate the operational meaning associated with each configured icon color.

- Choose badge meanings carefully: Configure the red badge indicator to communicate information that is operationally relevant to responding personnel.

- Train personnel on map indicators: Ensure users understand the agency-specific meanings of occupancy icon colors and badge indicators before relying on them during operations.

Troubleshooting & FAQs

Why can't I see the Pre-Plan Statuses column in the Pre-Plan Organizer?

The Pre-Plan Statuses column may not be included in your current view. Review the available view configuration options and ensure the appropriate column is displayed.

Can I filter by multiple pre-plan statuses?

Yes. The Pre-Plan List and Pre-Plan Organizer allow users to select multiple statuses. However, My Assigned Pre-Plans supports only a single status selection.

Why does My Assigned Pre-Plans only allow me to select one status?

The Pre-Plan Statuses filter in My Assigned Pre-Plans is designed as a single-select filter. To view multiple statuses simultaneously, use the Pre-Plan List or Pre-Plan Organizer.

Why are occupancy icons displaying different colors on the Pre-Plans Map?

Occupancy icon colors can be customized by your agency through Occupancy Settings. Each configured color may represent a different operational meaning and matching value.

What does the red dot on an occupancy icon mean?

The red dot appears near the 2 o'clock position of the occupancy icon. Depending on your agency's configuration, it can indicate that pre-plan information is present, a pre-plan is not completed, or a target hazard is present.

Can my agency change the meaning of occupancy icon colors?

Yes. Agencies can configure one of six available colors and associate each color with an operational meaning and matching value through Occupancy Settings.

Why aren't my status filter selections appearing in the list?

Ensure you have selected the desired statuses and clicked Apply Filters or Apply, depending on the view. The list should refresh based on your selections.

Does changing a status filter change the actual status of a pre-plan?

No. The filtering actions demonstrated in this article change which pre-plans are displayed. They do not modify the underlying pre-plan statuses.