Adding Contacts to a Pre-Plan

Adding Contacts to a Pre-Plan

Purpose

  1. To demonstrate how to add contact information while completing a pre plan.


Video



Directions

1. Click on the silhouette to manage or add contacts to an occupancy.


Click on the silhouette to manage or add contacts to an occupancy.



2. Click on an existing contact to edit. Click on Add New to create a new contact.


Click on an existing contact to edit. Click on Add New to create a new contact.



3. Choose a contact type.


Choose a contact type.


4. Fill out Contact information.


Fill out Contact information.



5. Use the Notes box to type any additional relevant information.


Use the Notes box to type any additional relevant information.



6. Click on Add to save the contact to the occupancy.


Click on Add to save the contact to the occupancy.


7. The contact information will now be visible as an alert tile as well as the pre-incident planning tab of the dashboard.


The contact information will now be visible as an alert tile as well as the pre-incident planning tab of the dashboard.



    • Related Articles

    • Temporary Pre-Plan Units

      There are certain conditions that may be temporary, but should be included on a Pre-Plan such as blocked access, hoarding situations, temporary fire department connections, etc. When adding these units to a pre-plan, users can set an expiration date ...
    • Adding Levels to a Pre-Plan

      Purpose Demonstrate how to add levels to a Pre-Plan and provide various use cases. Video Directions 1. After choosing to edit a pre-plan, click on the slider icon to create levels for the selected occupancy. ' 2. Assign a name to the level. Click and ...
    • Adding an Attachment to a Pre-Plan

      Purpose To explain how to attach and manage files in a preplan using the Attachments Tab. Video Process Once in edit mode for a Pre-Plan, select the Attachments Tab . Drag and drop files into the upload area or select "click to upload". When the ...
    • Pre-Plan List Overview

      Purpose To provide an overview of navigation and available actions within the Pre-Plan List. Video Directions 1. Navigate to Pre-Plan List via the Pre-Planning Module. 2. The list will show all occupancies in the system that have pre-plan information ...
    • Pre-Plan Map Overview

      Purpose To provide an overview of navigation and actions available from the Pre-Plans Map. Video Directions 1. Click on Pre-Plans Map via the Pre-Planning Module. 2. Primary occupancies, ground level units & annotations, and hydrants will be visible ...