Pre-Plans: Managing Contacts

Pre-Plans: Managing Contacts

Purpose

  1. To demonstrate how to manage and add contact information when completing a pre plan.

Video


Directions

1.  Access the desired Pre-plan to edit.






2. Once in edit mode for a Pre-Plan, select the Contacts tab.






3. Enter the Property Ownership type and business phone number if available.






4. Select Add New to add Contact.






5. Fill out Contact information.






6. Use the Notes box to type any additional relevant information. This info will also be available to responding unit within the Dashboard.






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






8.  When the Pre-Plan in published, the contact information will now be visible as an alert tile as well as the pre-incident planning tab of the dashboard.

​

    • Related Articles

    • Pre-Plans: Managing Attachments

      Purpose Demonstrate how to manage, add and delete attachments to a Pre-Plan. Video Managing Attachments to a Pre-Plan. 1. Access the desired Pre-plan to edit. 2. Once in edit mode for a Pre-Plan, select the Attachments Tab. 3. The attachments can be ...

    • Pre-Plans 201

      First Due Academy: Pre-Plans 201 This training session dives into the features and functionality within First Due's Pre-Incident Planning Module. In 201 level sessions we review advanced features of First Due modules including data gathering, ...

    • Pre-Plans 101

      First Due Academy: Pre-Plans 101 This training session dives into the features and functionality within First Due's Pre-Incident Planning Module. In 101 level sessions we review fundamental module navigation, demonstrate common use cases, offer ...

    • Pre-Planning: Pre-Plans Review Process

      Purpose To explain the process of a user submitting a pre-plan for review and the administrator managing that pre-plan. Video Background This workflow is intended for agencies that grant permission for users to add or edit a pre-plan but not publish ...

    • 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 ...