Create and Manage Saved Views in ITM Reports for both the AHJ and Service Provider

• What - Added the ability to create, save, organize, and share custom Saved Views within ITM Reports. Saved Views allow users to save report filters, selected columns, sorting preferences, pagination settings, and sharing options, making it easier to quickly access commonly used report configurations. Users can also favorite, pin, clone, edit, delete, and share report views to support consistent reporting workflows.
• Why - This enhancement reduces the time spent rebuilding report configurations, improves reporting consistency, and provides users with faster access to the information they need. Sharing Saved Views also helps teams standardize report layouts while allowing individual users to personalize their reporting experience.
• How
  • Navigate to ITM > ITM Reports.
  • Open the Saved Views drop-down menu to access existing Favorite, Predefined, Custom, or Shared Views.
  • Select the three-dot menu and choose Add View to create a new Saved View.
  • Enter a name for the view.
  • Configure report Filters, Columns, Sorting, Pagination, and Sharing preferences.
  • Select Save to make the view available under Custom Views.
  • Optionally:
    • Star a view to add it to Favorites.
    • Pin a view to make it the default when opening ITM Reports.
    • Clone, Edit, Copy Link, or Delete an existing Saved View from the three-dot menu.
    • Share a view with Everyone or Selected Users, if permissions allow.
  • Note: Available filters, operators, sharing options, and permissions may vary based on agency configuration.
• Use Case - A user regularly reviews inspections that are due within the next 30 days and prefers specific report columns sorted by next service date. By creating and pinning a Saved View with those filters and display settings, they can open ITM Reports and immediately begin working without manually reconfiguring the report each time. The same view can also be shared with other users to maintain consistent reporting across the organization.

ITM Report API Submission

• What - External inspection software platforms can now submit ITM inspection reports directly into First Due through secure API endpoints, including occupancy matching, report submission, systems, deficiencies, attachments, status updates, credit balance retrieval, and report status polling.
• Why - This reduces duplicate data entry, helps prevent missed submissions, improves compliance visibility, and allows First Due to serve as the central repository for ITM compliance activity across jurisdictions.
• How
  • External platforms must authenticate using the existing FD-API authentication process.
  • Use the occupancy endpoint to retrieve eligible Occupancies associated with supported AHJs.
  • Submit ITM reports by referencing an existing occupancy_id.
  • Include one or more inspected systems, with at least one attachment required for each system.
  • Deficiencies may include text, status, and resolved_date when applicable.
  • System status updates must include a comment.
  • Attachments are optional when submitting status updates.
  • Polling endpoints can be used to retrieve report status updates.
  • New occupancy creation, report drafts, webhook notifications, API credit purchasing, and partner-specific metadata storage are not included in this release.
• Use Case - A contractor completes a fire protection inspection in their inspection platform, and the platform automatically submits the ITM report, systems, deficiencies, and required attachments to First Due without requiring the contractor to manually log in and upload the report.

Submission Source Column and Filter

• What - ITM report lists now display a Submission Source value that identifies whether each report was submitted manually or through the API.
• Why - This gives users clearer visibility into how ITM reports are entering First Due and supports tracking adoption of API-based submissions compared to manual uploads.
• How
  • Go to AHJ Portal > ITM Report List or Business Portal > ITM Report List (My Reports).
  • Review the new Submission Source column.
  • Use the Submission Source filter to select All, Manual, or API.
  • Reports submitted through the API display as API.
  • Reports submitted manually through the Business Portal display as Manual.
  • If no matching reports are found, the list displays: No ITM reports found for selected submission source.
• Use Case - A reviewer can filter the ITM report list to show only API-submitted reports, making it easier to monitor automated submissions and compare them against manually submitted reports.

Enhancements

ITM Submission List Workflow Improvements

• What - Enhanced the ITM Submission List to improve review efficiency by adding separate City, State, and Submission Date columns, enabling sorting by City, State, and Submission Date, setting the default sort order to newest submissions first, supporting Excel export that honors active filters and sorting, and saving each user's column visibility and column order preferences.
• Why - These improvements help users process large volumes of ITM submissions more efficiently by making records easier to locate, organize, export, and review while maintaining a personalized workspace.
• How
  • Navigate to the ITM Submission List.
  • Sort records using the City, State, or Submission Date column headers.
  • Export the current list using Export to Excel.
  • Customize column visibility or order as needed. Your preferences are automatically retained for future sessions.
  • Note: Exported data reflects the currently applied filters and sorting.
• Use Case - A user reviewing a large number of inspection submissions can quickly sort by the newest submissions, organize records by location, export only the displayed results for reporting, and continue working with their preferred column layout each time they return.

Improved ITM Review Experience

• What - Updated the ITM review workflow to preserve the user's scroll position after approving or rejecting a submission, keep the reviewed record visible with its updated status, make the Address column a direct link to the associated occupancy for authorized users, and remove the Reference Area section from the AHJ review modal.
• Why - These changes reduce unnecessary navigation, improve review continuity, and provide faster access to occupancy information while simplifying the review experience.
• How
  • Open a submission from the ITM Submission List.
  • Review and select Approve or Reject.
  • After closing the review window, continue reviewing from the same location in the list.
  • Select the linked Address to open the associated Occupancy Detail page.
  • Note: Address links are available only to authorized AHJ users.
• Use Case - A reviewer processing dozens of submissions can approve or reject records consecutively without repeatedly returning to the top of the list, allowing faster review of high-volume workloads.

ITM Submission Validation Improvements

• What - Improved the Service Provider submission experience by limiting occupancy searches to inspectable occupancies, allowing submissions for new addresses, flagging new address submissions for review, and collapsing the Reference Area section by default to reduce page clutter.
• Why - These updates reduce invalid submissions, streamline the submission process, and help ensure new locations receive appropriate review before processing.
• How
  • Navigate to the ITM Submission page.
  • Search for an occupancy using the Address field.
  • Select an available inspectable occupancy or submit a new address if no matching occupancy exists.
  • Expand the Reference Area only when additional information is needed.
  • Note: New address submissions are automatically flagged for review.
• Use Case - A Service Provider can quickly locate eligible occupancies for inspection submissions while still being able to submit inspections for new locations that require future validation.

Bug Fixes

Archive and Address Management Enhancements

• What - Added support for archiving rejected submissions that were declined because the address is outside the jurisdiction, introduced the ability to unarchive records without permanently deleting them, hid archived records from the default list while allowing them to be viewed through filtering, and restricted archive actions based on user permissions.
• Why - This enhancement reduces list clutter while preserving submission history and ensuring only appropriate records are archived and restored.
• How
  • Locate a rejected submission with the rejection reason Address outside jurisdiction.
  • Select the Archive icon from the Action column.
  • Use the appropriate filter to display archived records when needed.
  • Select Unarchive to restore a record to the active list.
  • Note: Records are never permanently deleted through the archive process.
• Use Case - A reviewer can archive invalid out-of-jurisdiction submissions to keep active worklists focused on actionable records while retaining the ability to restore archived submissions if they need to be reviewed again.