Purpose Statement

The exclamation point indicator on the Permits Landing Page alerts users that associated occupancy data and/or contact information has been updated. This feature ensures that permit records remain accurate and aligned with the most current occupancy details, supporting compliance and informed decision-making.

Background Information

In Fire/EMS operations, maintaining up-to-date occupancy and contact data is critical for inspections, pre-planning, and emergency response. When changes occur at the occupancy level, the system flags related permits with an exclamation point to prompt user review.

This helps:

• Prevent outdated or incorrect permit information
• Ensure compliance with inspection and safety standards
• Improve data accuracy across modules

Required Permissions

To access and act on this feature, users typically need:

• Permits Module Access (view/edit permissions)
• Occupancy Module Access (view permissions at minimum)
• Edit Permit Permissions to apply updates

Note: Permission names may vary by agency configuration.

Video 

Step-by-Step Guide
 

1. Navigate to the Permits Landing Page

1. Select the First Due (FD) icon
2. Scroll to the Permits Module in your module stack
3. Click Permits to access the landing page
   
   
   
    

2. Identify the Exclamation Point Indicator

1. Review the list of permits
2. Look for permits marked with an exclamation point (!)
   • This indicates updated occupancy data and/or contact information
     
     
     
      

3. Review Updated Occupancy Information

1. Click Edit on the flagged permit
2. Select Review
3. A new tab will open with the Occupancy Record
4. Review the updated information
   
   
   
   
   
    

4. Update the Permit

1. Close the occupancy tab after reviewing
2. Return to the permit
3. Click Update Permit to apply the changes
   
   
   
    

5. Ignore the Update (Optional)

1. Click Edit on the permit
2. Select Ignore
   • This skips opening the occupancy record
   • You remain within the permit screen
3. Click Update Permit if needed
   
   
   
    

6. Exit Without Action

1. Click Back
   • Returns you to the Permits Landing Page without making changes
     
     
     
      

Best Practices

• Always review updates before applying them to ensure accuracy
• Avoid using Ignore unless you are confident changes are not relevant
• Regularly monitor permits with indicators to maintain compliance
• Ensure occupancy records are properly maintained to reduce unnecessary flags

Troubleshooting & FAQs

Q: Why do I see an exclamation point on a permit?
A: It indicates that related occupancy or contact information has been updated.

Q: What happens if I click “Review”?
A: The system opens the occupancy record in a new tab for you to review changes.

Q: Does “Ignore” remove the indicator?
A: No, it simply skips reviewing the occupancy record. You must still update the permit to reflect changes.

Q: I don’t see the Review option—why?
A: You may not have the required permissions to access occupancy records.

Q: Will the permit update automatically?
A: No, you must manually click Update Permit after reviewing or ignoring.