Complex/Common Names

Complex/Common Names

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate how to create and manage the Complex/Common Name field in an Occupancy Record.
  2. 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

Alert
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:
  1. Pre-Plan Organizer
  2. My Assigned Pre-Plans
  3. Pre-Plan List
  4. Pre-Plan (Address Details)
  5. Inspection Organizer
  6. Inspections List
  7. 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."
  1. 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.
  2. The edit in a name will only affect in-progress, scheduled, and new inspections; it will not affect completed ones.
    1. The edit in a name will only affect new Permits.
    2. The edit in a name will only affect new Invoices.
  3. 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:
  1. Update - Can update the Common Name Field
  2. Read - Can view the Common Name Field
  3. Hide - Cannot view the Common Name Field





8.  The Complex Name Field is available in Advanced Search on the following pages:
  1. Pre-Plan Organizer
  2. Inspection Organizer
  3. Inspections List
  4. My Inspections
  5. Permits
  6. Invoice List





9. The Complex/Common Name Field is available in Form Builder to add to your Inspection and Permit Form(s):
  1. Note: If a Complex/Common Name for an Occupancy is changed, it will not affect previous Inspection Reports printed or emailed.



    • Related Articles

    • Complex/Common Names

      Purpose Statement The Complex/Common Name field allows users to group multiple occupancies together for efficient management and organization. This feature is designed to consolidate occupancies that share common characteristics - whether they're ...

    • Command Setup: Divisions

      Purpose Statement The Division management feature in the Command module allows incident commanders and administrators to create, edit, and manage geographic divisions for incident command operations. This feature enables better span of control ...

    • Using Advanced Search - Invoice Status Fields

      Purpose Statement The Advanced Search feature for Invoice Status Fields enables users to efficiently filter and locate invoices based on their financial status, processing status, delivery methods, etc. This functionality streamlines invoice ...

    • Restrict Inspection Types based on Permissions by Level

      Purpose Statement This feature allows administrators to control which personnel can start and complete specific inspection types by assigning permission levels. The system separates Company Level Inspections from Fire Prevention Inspections, ensuring ...

    • Permits: Manual Status Setup

      Purpose Statement To explain how to manually add and configure permit statuses in the First Due Platform. This feature allows administrators to create custom permit workflow statuses that align with their department's specific permit processing ...