Purpose Statement
The Location Overview screen within the Assets module provides a centralized view of all locations configured in your organization. This screen allows users to quickly locate a specific location, view associated checklists and work orders, and access the detailed location record. By organizing locations in a searchable list with quick access to key information, the Location Overview helps streamline facility management, inspections, inventory tracking, and maintenance activities.
Background Information
Locations typically represent fire stations or facilities within an agency, but they can also represent other operational locations depending on your organization’s setup.
The Location Overview serves as a high-level dashboard for all locations in the system. From this screen, users can:
Search for specific locations
Review checklist status
View the number of associated work orders
Navigate directly to the detailed location record
Each location record contains additional operational details such as the facility address, year built, inventory storage areas, work order history, checklist activity, and logbook entries.
Required Permissions
Access to the Location Overview and the ability to interact with location records depends on assigned permissions.
Typical permissions include:
Assets – View Locations – Allows users to view the Location Overview screen and location details.
Assets – Edit Locations – Allows users to update location information.
Assets – Manage Work Orders – Allows users to create and manage work orders for a location.
Assets – Manage Checklists – Allows users to complete or manage location checklists.
Assets – Manage Log Entries – Allows users to create, edit, or remove location log entries.
If a user does not have the required permissions, certain features such as editing records or adding log entries may not appear.
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Step-by-Step Guide
Access the Location Overview
Click the First Due logo in the upper-left corner of the platform.
Select the Assets module.
Click Location Overview.
The Location Overview page will display all locations configured for your organization.
Search or Navigate Locations
Use the Search Bar to find a specific location by:
Location name or number
Address
If your agency has many locations, use the pagination controls at the bottom of the screen to navigate through additional records.
This helps quickly locate a specific facility within larger organizations.
Review Location Overview Details
Each location in the overview list displays key information, including:
Location Name
Checklist Status
Yellow – Checklist due today
Red – Checklist overdue
Blue – Checklist upcoming
Work Order Count associated with the location
Location groups (if configured) appear on the left-hand side of the screen and help organize locations by categories such as district, battalion, or region.
Open a Location Record
Click the location name hyperlink from the overview list.
Expand a Location Group to find the application location.
This opens the Location Overview page for that specific location.
Navigate a Location Overview
Review Location Information
Within the location record, you can view key details such as:
Location photo (if uploaded)
Year built
Address
Last completed checklist
Work order history
From this screen, users may also:
Create new work orders
View work order history
Add log entries (if permissions allow)
Update the location record
Manage Location Checklists
If checklists are assigned to the location, they will appear in the Checklist section.
From here you can:
View upcoming or assigned checklists.
Select Incomplete Checks to resume a checklist saved in draft status.
Open Checklist History to review previously completed inspections.
Manage Inventory Usage and Restocking
The Location Overview allows users to manage inventory usage and restocking for items stored at the location.
Users can record inventory usage and restock supplies similarly to how inventory is managed within apparatus records.
View and Manage Work Orders
The Work Orders section displays:
Open work orders
Completed work orders
Users can:
Select History to view all archived or closed work orders.
Click Create Work Order to start a new maintenance or repair request for the location.
View Location Storage Areas
All storage areas assigned to the location appear in the Storage section.
From here you can:
Select a storage area.
View:
Inventory items and quantities
Equipment associated with that storage area
Kits assigned to the storage location
Review or Add Log Book Entries
The Log Book tracks activity and notes related to the location.
Depending on permissions, users may:
View existing log entries
Edit or remove previous entries
Add a new entry using Add Log Entry
If the user does not have editing permissions, the logbook will appear as view-only.
Best Practices
Keep location records updated with accurate addresses and facility details.
Regularly review location checklists to ensure facility inspections are completed on time.
Use work orders to track repairs or maintenance activities tied to specific locations.
Maintain clear logbook entries to document important operational notes or facility updates.
Organize locations into location groups to make navigation easier for large agencies.
Troubleshooting & FAQs
Why can’t I add a log entry?
Log entry functionality is permission-based. If you do not see the option to add a log entry, contact your system administrator to verify your permissions.
Why can’t I edit the location record?
If the Update Record option is unavailable, your user role likely has view-only access.
Why are checklists highlighted in different colors?
Checklist colors indicate their due status:
Yellow: Due today
Red: Overdue
Blue: Upcoming
Why can’t I see some locations?
Location visibility may depend on organizational structure or assigned permissions. Confirm with your administrator if you believe locations are missing.