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Complex Names

Purpose Statement

Complex Names allow departments to group multiple occupancies, properties, or locations under a shared identifier. This feature is commonly used for apartment complexes, manufacturing campuses, university campuses, and other multi-building properties that may share ownership or operational oversight. Using Complex Names improves organization, simplifies searches, and enhances visibility across related occupancy records.

Background Information

The Complex Names feature helps Fire and EMS agencies associate multiple occupancy records with a single complex identifier. This is especially useful when:

  • Multiple buildings belong to the same apartment complex
  • Manufacturing facilities span several addresses
  • University campuses contain multiple occupancies
  • Properties are owned or managed by the same organization
  • Occupancies exist across multiple jurisdictions or response areas

Complex Names can be managed through Field Management and assigned directly within occupancy records. Once assigned, users can search inspections, pre-plans, and occupancy records by Complex Name to quickly locate all related records.

Required Permissions

Users must have the appropriate permissions enabled to create, update, or view Complex Names.

Required permission area:

  • Admin
    • Permissions
      • Complex Names

Permission options include:

  • Update – Allows users to create, edit, and manage Complex Names
  • Read – Allows users to view Complex Names without editing
  • Hidden – Removes visibility of the feature for the selected role

Administrators can configure these permissions individually for each department role.

Video

Step-by-Step Guide

Access Complex Names in Field Management

  1. Navigate to Admin.
  2. Select Field Management.
  3. Search for Complex Names.
  4. Select Apply to load the existing list of Complex Names.


Create a New Complex Name

  1. From the Complex Names list, select Add.
  2. Enter the new Complex Name.
  3. Select Save.


Edit an Existing Complex Name

  1. Locate the Complex Name in the list.
  2. Select the Pencil Icon.
  3. Update the name as needed.
  4. Select Save.


Delete a Complex Name

  1. Locate the Complex Name.
  2. Select the Trash Can Icon.
  3. If the Complex Name is currently assigned to occupancy records, deletion will not be allowed.
  4. Remove the Complex Name from all associated records before attempting deletion again.


Configure Permissions for Complex Names

  1. Navigate to Admin.
  2. Select Permissions.
  3. Locate the desired department role.
  4. Find the Complex Names permission setting.
  5. Select one of the following:
    • Update
    • Read
    • Hidden
  6. Select Save.


Assign a Complex Name to an Occupancy Record

Users can access occupancy records from:

  • Pre-Plan Organizer
  • My Assigned Pre-Plans
  • Pre-Plan List
  • Inspection Organizer
  • Inspection List
  • My Inspections

To assign a Complex Name:

  1. Open the occupancy record.
  2. Locate the Complex Name field.
  3. Select an existing Complex Name from the dropdown list.
  4. To create a new Complex Name directly from the record:
    • Enter the new name
    • Select Create
  5. Save the occupancy record.


Open Complex Name Management from an Occupancy Record

  1. Within the Complex Name field, select the Edit Pencil Icon.
  2. The system opens the Complex Names list in Field Management.
  3. Create, edit, or manage Complex Names as needed.


Add Complex Name to a Form Builder Template

  1. Navigate to Inspections.
  2. Select Form Builder.
  3. Open an existing form or create a new form.
  4. Select the option to add a field or tag.
  5. Search for Complex Name.
  6. Select the field to add it to the form.
  7. Save the form template.


Search Records by Complex Name

Users can search by Complex Name from:

  • Inspection List
  • My Inspections
  • Inspection Organizer
  • Pre-Plan Organizer

To search:

  1. Open the desired organizer or list.
  2. Locate the Complex Name search field.
  3. Enter or select the Complex Name.
  4. Select Apply.
  5. The system displays all occupancies associated with that Complex Name.

Best Practices

  • Use consistent naming conventions for apartment complexes, campuses, and multi-building facilities.
  • Avoid creating duplicate Complex Names with slight spelling differences.
  • Limit update permissions to administrative or supervisory personnel when possible.
  • Verify all occupancy records are linked correctly before relying on Complex Name searches.
  • Use Complex Names in forms and inspections to improve reporting consistency.
  • Review inactive or unused Complex Names periodically.

Troubleshooting & FAQs

Why can’t I delete a Complex Name?

Complex Names that are currently assigned to occupancy records cannot be deleted. Remove the Complex Name from all associated records before attempting deletion.

Why don’t I see the Complex Name field?

Your user role may not have the required permissions enabled. Contact your system administrator.

Can users create Complex Names directly from occupancy records?

Yes. Users with update permissions can create new Complex Names directly within the occupancy record.

Where can I search using Complex Names?

Complex Names can be searched in My Inspections, Pre-Plan Organizer, Inspection Organizer, and Inspections List.

Can I include Complex Names on inspection forms?

Yes. The Form Builder allows administrators to add the Complex Name field to custom forms.