The purpose of this Knowledge Base Article is to demonstrate how to create and manage the Complex/Common Name field in an Occupancy Record.
Use case is to group a number of occupancies together whether they are on one site like an apartment complex, manufacturing complex, University campus, etc. or a group of occupancies owned by the same person/company across a FD jurisdiction.
Video
Instructions
Permission needed to manage the Complex Name field/table in Field Management:
1. Access an Occupancy Record by selecting the Address hyperlink on the following pages:
Pre-Plan Organizer
My Assigned Pre-Plans
Pre-Plan List
Pre-Plan (Address Details)
Inspection Organizer
Inspections List
My Inspections
2. Select the Complex/Common Name from the dropdown list.
3. To create a new Complex Name on the fly, select Create New Complex Name, enter a Name and select "Create."
We keep a historical record of all the modifications to the complex name. If a user edits one name, the old one is archived, and a new one is created. This is to be able to keep historical records for inspections and permits.
The edit in a name will only affect in-progress, scheduled, and new inspections; it will not affect completed ones.
The edit in a name will only affect new Permits.
The edit in a name will only affect new Invoices.
In the Pre-Plan Map, the "Complex Name" field will be part of the "Clone Address" and "Clone Address + Building Info" options when cloning the primary address.
4. Save the record or publish the Pre-Plan to retain the data selected.
5. Complex Common Names can be managed in Admin > Field Management > Complex Name:
Alternative method is to select Edit next to the Common Name field in the Occupancy Record or Address Details in a Pre-Plan:
6. Manage the List by selecting Edit:
7. Mange Edit Roles Permissions:
Options include:
Update - Can update the Common Name Field
Read - Can view the Common Name Field
Hide - Cannot view the Common Name Field
8. The Complex Name Field is available in Advanced Search on the following pages:
Pre-Plan Organizer
Inspection Organizer
Inspections List
My Inspections
Permits
Invoice List
9. The Complex/Common Name Field is available in Form Builder to add to your Inspection and Permit Form(s):
Note: If a Complex/Common Name for an Occupancy is changed, it will not affect previous Inspection Reports printed or emailed.
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