ITM Reports - Compliance Check
Purpose:
- The purpose of this Knowledge Base Article is to demonstrate how Compliance Checks are created for ITM Reports and review the process for Inspectors.
Video:
Instructions:
1. Click on "First Due" logo.
2. Click on ITM Setup.
3. Click on Initial Notifications.
4. Click on Critical Deficiency.
5. Check Flag as Pending: this will automatically flag all ITM submissions with an Initial System Status of Critical Deficiency as "Pending".
6. Notifications section allows you to send Email or Text Notifications to individuals that need to be notified.
7. Compliance Check section allows you to automatically "Schedule Compliance Check" for systems with an Initial System Status of Critical Deficiency.
8. Scheduling automatic Compliance Checks allows you to select the Inspection Type and assign it to a specific user or team.
9. Scheduling options include Will Call, Today or specific Number of Days.
10. Click on ITM.
12. Click on ITM Reports.
13. Click on Filter to pare down the ITM Report list.
14. For this example, we are looking at narrowing down our list by "Initial System Status".
15. We are going to select "Critical Deficiency".
16. Now the ITM Report list is only showing systems with an initial status of "Critical Deficiency".
17. We have a Critical Deficiency that is Pending. Click on the "eye icon" to view details.
18. In addition to being able to approve or reject an ITM submission from the list grid, you can now also make those changes from within the report itself after reviewing the information.
19. Click on Inspections.
20. Click on Inspections List.
21. We are going to filter our Inspections list by "Inspection Type".
22. For this example, we will use the Inspection Type "System Compliance Check" that we will utilize for our ITM Report submissions.
23. Once we find the Occupancy we are working with we can access the Inspection by clicking on the "Play" button.
24. Click on Continue Inspection.
25. Click on ITM Report to view all information submitted with the ITM Report.
26. From here you are able to review all ITM Report information while staying within the Checklist for this Compliance check, including attachments.
27. Click on Dismiss to return directly to your Checklist for this Compliance Check Inspection.
28. Here you can continue with your Checklist.
29. Click on Contacts.
30. Property Contact information provided in ITM Report will automatically populate within Occupancy record.
Related Articles
Frequently Asked Questions- Reports
Purpose Statement This article addresses common questions about Ad Hoc reporting functionality in First Due, helping users understand the differences between report types, data source combinations, filtering options, scheduling capabilities, and ...ITM Reports - Overview
Purpose: The purpose of this Knowledge Base Article is to demonstrate overall navigation of ITM Reports. Video: Instructions: 1. Click on ITM 2. Click on ITM Reports 3. Click on Columns to see all available column items 4. Re-organize columns in a ...ITM Reports - Resolve and make changes to ITM Reports
Purpose: The purpose of this Knowledge Base Article is to demonstrate how to resolve or make changes to Initial System Status on ITM Reports. Video: Instructions: 1. Click on ITM. 2. Click on ITM Reports. 3. Click on "Filter". 4. For this example, we ...ITM Setup: Resolved Notifications
Purpose: The purpose of this Knowledge Base Article is to demonstrate how to establish your Resolved Notification workflows within ITM Setup. Video: Instructions: 1. Click on ITM. 2. Click on ITM Setup. 3. Click on Resolved Notifications. 4. Check ...Accessing Completed Checklist Results for a Specific Asset Check.
Purpose This feature enables Fire/EMS personnel to locate, review, and analyze completed asset checklists within the First Due system. By providing comprehensive access to historical checklist data, departments can monitor asset condition trends, ...