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Pre-Plans: Setup

Purpose Statement

The Pre-Planning Setup feature allows administrators to configure system-wide settings that control how pre-plan data is measured, displayed, shared, and validated. These configurations ensure consistency across the platform, improve responder visibility, and support department-specific approval workflows.

Background Information

Pre-planning is critical for fire and EMS agencies to prepare for emergency response with accurate, accessible location data. The Pre-Planning Setup module enables agencies to:

  • Standardize measurement units (imperial vs. metric)
  • Control when pre-plan updates become visible to responders
  • Manage regional data sharing between agencies
  • Enforce accountability through validation tracking

This setup is typically completed by administrators during initial configuration or when updating departmental policies.

Required Permissions

Users must have the following permissions:

  • Admin Access to system configuration settings
  • Pre-Planning Module – Manage Settings
  • Data Sharing Permissions (for regional layer configuration)
  • User Management Access (for validation assignment)

Video

Step-by-Step Guide

 Access Pre-Planning Setup

  • Navigate to the Main Menu, Select Pre-Planning, Then Click Pre-Plan Setup

 

Configure Preferences

Measurement Settings

  1. Locate the Preferences section & Select the desired measurement system:
    • Feet (Imperial)
    • Meters (Metric)

Submitted Pre-Plan Behavior

  1. Choose how submitted pre-plans are displayed:

    Option A: Immediate Display

    • Submitted pre-plans are instantly visible on the responder map
    • Approval process still occurs in the background
    • Best for agencies prioritizing real-time data access

    Option B: Post-Approval Display

    • Submitted changes remain hidden until approved
    • Ensures only validated data is visible to responders
    • Ideal for strict quality control workflows

Manage Regional Layers

My Department Layers

  1. View all layers created by your department
  2. For each layer:
    • Enable or disable visibility on the pre-plan map
    • Toggle sharing with external agencies (if applicable)

Shared With Me

  1. View external agencies with Client Data Sharing enabled
  2. Expand each agency to see available shared layers
  3. Enable layers to display them in your pre-plan map

 

Enable Validation Settings

  1. Navigate to the Validation section & Toggle validation ON to require assignment tracking

     
  2. During pre-plan publishing:
    • A modal will prompt the user to select a responsible individual
    • This assigns accountability for the completed pre-plan
  3. The assigned user is recorded as the last completed by area

Best Practices

  • Use metric or imperial consistently across your department to avoid confusion
  • Choose Immediate Display only if your team can handle unapproved data responsibly
  • Regularly review shared regional layers to ensure relevance and accuracy
  • Enable validation to improve accountability and audit tracking
  • Limit layer sharing to trusted partner agencies with established data agreements

Troubleshooting & FAQs

Q: Why can’t I see shared layers from another agency?
A: Ensure that both agencies have Client Data Sharing enabled and that the external agency has shared the layer.

Q: Submitted pre-plans aren’t showing on the map—why?
A: Check if Post-Approval Display is selected. Changes will only appear after approval.

Q: The validation prompt isn’t appearing when publishing
A: Confirm that Validation is enabled in the setup settings.

Q: Can I change measurement settings after setup?
A: Yes, but it may impact how existing data is interpreted. Update with caution.

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