Business Portal - How to View, Edit, Update System Status in ITM Reports

Business Portal - How to View, Edit, Update System Status in ITM Reports

Purpose: 

Explore how to view submitted reports, edit drafts or rejected reports, and update system statuses like “Resolved” or “Critical.” This tutorial helps you manage compliance and corrections.

Video:


Instructions:


1. Click on ITM and Click on ITM Reports.


Click on ITM and Click on ITM Reports



2. We will be looking at ITM Reports in a Submitted or Approved Status.


We will be looking at ITM Reports in a Submitted or Approved Status.



3. For this example, we will be looking at St Mark's Cathedral. Click on the "eye" icon to view report details.





4. This will allow us to view any comments from the AHJ.


This will allow us to view any comments from the AHJ.



5. Once we have viewed details we can click on "Dismiss".





6. This will bring us out into the System Status overview where we can click on the "check mark" to make any changes to the system.





7. We have the option to mark the System as Resolved or Not Resolved.



We have the option to mark the System as Resolved or Not Resolved.



8. Resolved Status: Auto populates current date. Can be changed to a date in the past but not a date in the future. Comments and Attachments are also required.





9. Not Resolved: Will require a Status Update, as well as comments and attachments.







    • Related Articles

    • ITM Reports - Compliance Check

      Purpose Statement Automatic Compliance Checks streamline the follow-up process for ITM (Inspection, Testing, and Maintenance) reports that identify critical deficiencies in fire protection systems. This feature enables fire departments to ...

    • Business Portal - Delete Draft ITM Reports

      Purpose Statement The delete draft ITM reports feature allows service providers to remove incomplete or mistaken ITM (Inspection, Testing, and Maintenance) reports that are still in "Draft" status. This capability helps maintain clean data and ...

    • Business Portal - View and Reuse ITM Comments

      Purpose Statement The ITM Comment History feature enables service providers to view, copy, and reuse previous comments when updating system status in Business Portal. This functionality preserves comment formatting (bullets, numbered lists, ...

    • Business Portal - ITM Submission Notifications

      Purpose Statement The ITM Notifications feature ensures that service providers receive automatic email alerts when fire departments (AHJs) take critical actions on their ITM submissions. These real-time notifications inform you immediately when ...

    • Business Portal - How to Create and Submit an ITM Report

      Purpose Statement This guide provides step-by-step instructions for service providers to create, complete, and submit ITM (Inspection, Testing, and Maintenance) reports through the Business Portal. The process covers location selection, system detail ...