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

1. 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.

2. Search Location Overview

• Use the search bar to find a specific location by location name or number.
• 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.

3. 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
• 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.

4. 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

1. Review Location Information

Within the location record, you can view and manage key details such as:

1. Location photo, if uploaded
2. Year built
3. Address
4. Last completed checklist
5. View work order history
6. Create new work orders
7. Add log entries, if permissions allow
8. Update the location record

2. 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

3. 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.

4. View and Manage Work Orders

The Work Orders section displays all open 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

5. 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

6. Review Log Book Entries

The Log Book tracks activity and notes related to the location.

Depending on permissions, users may:

• View existing manual log entries
• Edit or remove previous manual log entries

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.