Pre-Plans: Editing Occupancy Addresses

Pre-Plans: Editing Occupancy Addresses

Purpose Statement

  1. This feature allows users to edit occupancy addresses directly from within the Pre-Plans Module, ensuring accurate location information for emergency response operations. Users can update address details to maintain current and precise occupancy records that support effective pre-planning and incident response.

Background Information

  1. Accurate occupancy addresses are critical for emergency response operations and pre-plan effectiveness. The ability to edit occupancy addresses from within the Pre-Plans Module provides users with flexible access to update location information when changes occur or corrections are needed. This functionality ensures that pre-plans maintain current address information without requiring navigation to separate modules or complex workflows.

Required Permissions

  • Pre-Plan Organizer: Allows user to access Pre-Plan Organizer
  • Pre-Plans - Read: Allows user to access the Pre-Plan in a read only state
  • Pre-Plans - Edit: Allows user to edit Pre-Plans
  • Edit Pre-Plan Organizer: Allows user to manage Pre-Plans within the Pre-Plan Organizer
  • Edit Occupancy Address: Allows user to edit an occupancy's address

Video


Step-by-Step Guide

Alert
IMPORTANT: An occupancy's address can only be edited within the Occupancy Record. 
1.  To access the Occupancy Record, navigate to either
    1. (A) Dashboard of the Occupancy and select the Occupancy Record Icon
    2. (B) Pre-Planning > Pre-Plan Organizer




                

2.  Within Pre-Plan Organizer, search for a specific occupancy by business name or address in the search Field.






3.  Select Edit to open up the Advance Search options.






4.  To access the Occupancy Record, select the occupancy's hyperlink in the "Address" column.






5. Select the edit icon to edit the address.






6.  Make any edits to the address and then Select SAVE. 



Best Practices

Do's:

  • Verify address accuracy before making changes
  • Double-check all address components (street number, name, unit, etc.)
  • Save changes promptly to prevent data loss
  • Update addresses when occupancy changes or corrections are identified
  • Use the most convenient access method for your current workflow

Don'ts:

  • Don't forget to save both the address edits and the occupancy record
  • Don't make changes without proper verification of the new address information
  • Don't leave editing sessions open without saving changes
  • Don't edit addresses unless you have proper authorization

Tips:

  • Use the dashboard method when working from an active incident for efficiency
  • Use the pre-plan organizer method when specifically managing occupancy data
  • Keep a record of address changes for department documentation
  • Verify changes appear correctly after saving before closing the record

Troubleshooting & FAQs

Q: Why can't I see the pencil icon to edit the address?
A: Ensure you have proper editing permissions for occupancy records. Contact your system administrator if the pencil icon is not visible.

Q: What's the difference between the two save buttons?
 A: The first save confirms your address changes, while the second save finalizes and saves the entire occupancy record with all modifications.

Q: Can I access occupancy records from other locations?
A: Yes, this article demonstrates two primary methods, but occupancy records may be accessible from other modules depending on your system configuration.

Q: Do address changes affect existing pre-plans?
A: Address changes update the occupancy record, which may impact associated pre-plans. Verify that related pre-plans reflect the correct information after making changes.

Q: What if I make a mistake while editing?
A: If you haven't saved yet, you can cancel the edit. If you've already saved, you can edit the address again to correct any errors.

Related Articles

  1. Pre-Plans: Address Details
  2. Pre-Plans: Editing Occupancy Details
  3. Pre-Plans: Pre-Plan Organizer Overview
  4. Pre-Plans: Managing Secondary Addresses
  5. Pre-Plans: Managing Occupancy Markers or Address Points


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