Purpose Statement

The ITM Systems feature allows Authority Having Jurisdiction (AHJ) users to access ITM systems associated with a specific occupancy directly from the occupancy record.

This provides a direct path to a pre-filtered ITM Reports view, eliminating the need to navigate separately to ITM Reports and manually search for systems associated with the occupancy. This streamlined workflow can reduce administrative tasks and make property-specific compliance reviews more efficient.

Background Information

The ITM Systems option within an occupancy record provides direct access to a filtered ITM Reports view displaying systems associated with that specific location and business.

This feature can be useful during compliance inspections, routine reviews, and property-specific inquiries. By maintaining context between the occupancy record and associated ITM systems, users can quickly locate and review relevant ITM information.

Required Permissions

The following permission is required to access ITM Systems from an occupancy record:

• ITM report - read: Allows the user to view ITM systems data.

Users without this permission will not see the ITM Systems option in the occupancy navigation menu.

Video

Step-by-Step Guide

There are several ways to access an occupancy record in First Due:

1. Select a hyperlinked address from the Inspections List or My Inspections
2. Select a hyperlinked address from the Inspection Organizer.
3. Select a hyperlinked address from the Pre-Plan Organizer or My Assigned Pre-Plans.
4. From the Pre-Plan Map, select the green house icon, then select the address.
5. From the Pre-Plan Dashboard, select the Book icon.
6. Access the occupancy record from ITM Reports.

For this example, the Inspections List will be used to access the occupancy record and demonstrate the ITM Systems feature.

1. Navigate to Inspections and then Inspections List

Select Inspections from the First Due navigation menu.

2. Locate the Occupancy and Select the Address

Use the available filters to narrow the list and locate the desired occupancy.

3. In the Occupancy Record and Select ITM Systems

From the occupancy record's sidebar menu, select ITM Systems.

4. Review the Filtered ITM Reports

The ITM Reports view opens with filters applied for the selected occupancy, allowing you to focus on systems relevant to that location.

5. Open the ITM Submission

In the Actions section, select the Eye icon to open the ITM Submission.

6. Select a System

Scroll to the Systems section and select the Eye icon next to the system you want to review in detail.

7. Review the System Details

Review the available information for the selected system, including Notes, Attachments, and other relevant system information.

Best Practices

Do:

• Keep the occupancy record available while reviewing ITM information so you can cross-reference property details.
• Review the pre-applied filters to understand which ITM information is being displayed.
• Start with the default column configuration when performing an occupancy-focused review.
• Apply additional filters when you need to narrow results for occupancies with multiple systems.
• Use date range filters when focusing on recent or upcoming service requirements.

Don't:

• Remove the pre-applied Address and Business Name filters unless you specifically need to broaden the results.
• Assume that all ITM systems are displayed when no results appear without first reviewing the applied filters.
• Navigate away from the filtered ITM Reports view before completing the information you need to review.

Troubleshooting & FAQs

Q: The ITM Systems option doesn't appear in my occupancy navigation menu.

The ITM report - read permission is required to view ITM systems data. Contact your system administrator to verify that you have the appropriate permission.

Q: The ITM Systems option appears but is disabled.

You may not have permission to view ITM systems for the specific occupancy. Contact your administrator to verify your access.

Q: I see "No ITM reports available" after selecting ITM Systems.

No ITM systems may be available for the occupancy using the currently applied filters.

Verify the following:

1. The occupancy has ITM systems on file.
2. The address and business name correspond with the ITM records.
3. Review the applied filters and adjust them if needed.

Q: I receive an "Unable to load ITM systems at this time" error.

Try the following:

1. Refresh the page.
2. Try accessing ITM Systems from another occupancy record.
3. Contact Technical Support if the issue continues.

Q: The ITM Reports page loads slowly or times out.

Occupancies with many ITM systems may take longer to load. Allow additional time for the results to display before refreshing the page. If performance issues continue, contact Technical Support.

Q: Can I bookmark the filtered ITM Reports view?

Yes. However, access to the bookmarked view depends on your permissions and the associated occupancy data.