Purpose Statement

The My Smoke Alarm List in the Community Connect module allows users to view and manage smoke alarm requests that are assigned specifically to them or their team. This helps crews focus on the requests they are responsible for without needing access to the full smoke alarm list.

Background Information

This list view functions similarly to the main smoke alarm list, but it is limited to requests assigned to the current user or their team. Team assignments are created in the Admin module. Users who are not administrators may not have access to the full smoke alarm list and will only see requests assigned to them or their team.

The page includes:

• A global search bar for locating occupancies by address
• Sticky filters that remain applied when navigating away and back
• Map and edit actions for viewing and updating smoke alarm request details

Required Permissions

Users may need permission to:

• Access the Community Connect module
• View occupancies assigned to themselves or their team
• Open and edit smoke alarm request records
• Start an inspection
• Delete a smoke alarm request, if allowed by role permissions

Access to the full smoke alarm list may be restricted for non-admin users.
 

Video

Step-by-Step Guide

1. Open the Community Connect module
   • Click the First Due icon.
   • Navigate to Community Connect.
   • Select My Smoke Alarm List.
     
     
     
      
2. Review your assigned smoke alarm requests
   • The list displays smoke alarm requests assigned to you or your team.
   • If you are not an admin, you may not see the full smoke alarm list.
     
      
3. Search for a specific occupancy
   • Use the search bar at the top of the page.
   • Enter an address for the occupancy you want to find.
   • Click the magnifying glass to run the search.
     
     
     
      
4. Apply filters to narrow the list
   • Use the filters across the top of the page to refine results.
   • Click Apply after selecting your filter criteria.
   • Note that these filters are sticky, meaning they remain in place when you leave the page and return later.

   • Saved global views are not available for this screen.
     
     

     
      

5. Open the map for a selected occupancy
   • Select an occupancy from the list first.
   • Click the map icon.
   • The system will open the occupancy location and display the pre-plan address.
     
     
     
      
6. Use occupancy actions
   • From the occupancy window, you may be able to:
     • Clone the address
     • Start an inspection
     • Delete the record if your permissions allow it
   • Close the window by clicking the X or Close button.
     
     
     
      
7. Open an occupancy record from the list
   • In the Occupancy column, click the address.
   • This opens the full occupancy record in First Due.
     
     
     
      
8. Use row-level action icons
   • On the right side of the list, use the available icons:
     • Map icon to open the location on the map
     • Pencil icon to edit the smoke alarm request
       
       
       
        
9. Edit the smoke alarm request
   • Click the pencil icon to open the contact card.
   • Review the request details, including:
     • Address
     • Requestor name
     • Phone number
     • Email
     • Request type, such as battery, inspection, installation, or replacement
       
       
       
        
10. Update the request status
    • Change the status as needed, such as:
      • Requested
      • Scheduled
      • Completed
      • Rescheduled
      • Cancelled
    • When the status changes, the related date fields update accordingly.
      
      
      
       
11. Adjust status dates if needed
    • Review the automatically updated status dates.
    • Update the dates manually if backdating is required.
      
       
12. Add comments
    • Enter helpful notes in the Comments field.
    • Example notes may include property access details or other important visit information.
      
       
13. Review assignment details
    • Check who the request is assigned to at the bottom of the record.
      
       
14. Save your changes
    • Click Save to update the smoke alarm request record.

Best Practices

• Confirm you are working in My Smoke Alarm List and not the full smoke alarm list.
• Use the search bar to quickly locate a request by address.
• Apply filters to reduce clutter and focus on active assignments.
• Review status dates carefully when changing request statuses.
• Use comments to document important visit notes for your team.
• Only delete records when permitted and appropriate.

Troubleshooting & FAQs

Why can’t I see the full smoke alarm list?
You may only have permission to view requests assigned to you or your team. Full access may be limited to admins.

Why is the map icon unavailable?
You must first select an occupancy before using the map icon.

Why are my filters still applied after I leave the page?
Filters on this screen are sticky and remain in place when you navigate away and return.

Can I change the dates tied to a status?
Yes. Status dates can be manually adjusted, including backdating when needed.

What happens when I change the request status?
The system updates the related date fields based on the selected status.