Pre-Plans: Editing Occupancy Details

Pre-Plans: Editing Occupancy Details

Purpose Statement

This article illustrates how to access and edit Occupancy Details while documenting a Pre-Plan.

Accurate occupancy data supports automation, risk assessment, and seamless integration across First Due modules.


Background Information

Editing Occupancy Details ensures consistency, supports automation, and improves data integrity across the system. Fields can be configured to be editable, read-only, or hidden based on user roles and department policies. The Occupancy Record is central to the First Due platform and is shared across multiple modules including:

  1. Pre-Plans

  1. Responder

  1. Inspections

  1. Community Connect

  1. Incident Documentation (NFIRS & ePCR)

  1. Fire Investigation


Required Permissions

To edit Occupancy Details, users must have the following permissions:

  1. Pre-Plans - Read
  2. Pre-Plans - Edit
  3. Pre-Plans - Publish
  4. Allow Edit Premise Code
  5. Calculate Needed Fire Flow - Button
  6. Calculate Risk Assessment - Button

These permissions are typically assigned to roles such as admin, training officer, or data manager.


Video



Directions

Info
Occupancy Detail fields are editable in multiple places. Please refer to the following Knowledge Base Article for more information:
 

1. Click on the House icon to enter or edit Occupancy Details.






2.  This Icon expands the Occupancy Details Window from one column to three.






3.  These Icons expand or contract the all Occupancy Detail sub menus at once.






4.  Occupancy Detail Sub Menus can be individually collapsed with the Minus sign and expanded with the Plus sign.






5. The Occupancy Record has several fields. Enter information according to the departments SOPs, SOGs or P&Ps. Some fields may already have information imported from Assessor or Building Department records.
Info

There are many data points and choices within the occupancy record that are shared between other first due modules and sections as well as trigger actions and automations. These modules that share occupancy record data include:

  1. Pre-plans
  2. Responder
  3. Inspections
  4. Community Connect
  5. Incident Documentation (both NFIRS and ePCR)
  6. Fire investigation.






6. Document building information using the drop down menus.


Document building information using the drop down menus.



7.   The Occupancy Details area will automatically calculate measurements, volume and area based on inputs.





8.  Calculate Need Fire Flow will display any fields that need to be completed in order to complete the request.





9.   The Warning field in Resource Requirements will trigger an Alert Tile within the Dashboard and display the message entered.





10.  Calculate Risk Score will display any fields that need to be completed in order to complete the request.  
Info
To learn more about the Risk Assessment Score, please refer to the Knowledge Base Article:
  1. Risk Assessment: OVAP Scoring





11.  In order for the Occupancy Details information to be populated the Pre-Plan must be Published. Remember that DRAFT will only save the Pre-Plan to the user and will not publish any information to the Pre-Plan.





Best Practices

Do's

  • Establish clear departmental SOPs, SOGs, or policies specifying which occupancy record fields are required and which are optional to ensure data consistency across all pre-plans.
  • Use the Field Management feature to configure occupancy record fields as required, editable, or invisible based on user roles and departmental business processes.
  • Take advantage of the system's automatic conversion and calculation features by entering measurements in your preferred units and allowing FirstDue to handle conversions.
  • Enter resource requirement warnings for any critical tactical information that responding crews need to know immediately upon dispatch.
  • Calculate needed fire flow and risk assessment scores for all target hazards and high-risk occupancies to support tactical planning and resource allocation.
  • Publish pre-plans promptly after editing occupancy records to ensure data is available across all FirstDue modules and to other users.
  • Review and update occupancy records regularly, especially after inspections, building modifications, or changes in occupancy use.

Don'ts

  • Don't save occupancy record changes as "Draft" and assume the information is available to other users or modules—drafts are saved locally only and do not update the master occupancy record.
  • Don't manually calculate measurements, areas, or volumes when the system can perform these calculations automatically based on entered dimensions.
  • Don't skip completing required fields for needed fire flow or risk assessment calculations, as incomplete data will prevent the system from generating results.
  • Don't enter resource warnings for minor or non-critical information that could cause alert fatigue for responding crews.
  • Don't make changes to occupancy records without understanding how those changes may affect other FirstDue modules that share this data.
  • Don't ignore field validation messages or required field indicators, as incomplete records may not function properly throughout the FirstDue system.

Tips & Recommendations

  • When entering building dimensions, start with the most familiar measurement unit for your department (typically feet for US departments) and let the system handle conversions rather than manually converting measurements.
  • Use the three-column expanded view when working with complex occupancy records to improve visibility and reduce scrolling between sections.
  • Coordinate occupancy record data entry with Fire Prevention inspections to leverage inspection findings and ensure consistency between modules.
  • For buildings with irregular shapes or multiple sections, consider documenting the methodology used for area and volume calculations in the comments or notes section.
  • Establish a departmental standard for what constitutes a resource requirement warning to maintain consistency and prevent overuse of the warning tile feature.
  • Create a checklist or workflow document that aligns with your department's Field Management configuration to guide users through occupancy record completion.
  • When calculating risk assessment scores, review all contributing factors to ensure accuracy and consistency with NFPA standards and local policies.
  • Periodically audit published occupancy records to identify incomplete or outdated information that needs updating.

Troubleshooting & FAQs

Q: Why aren’t my changes showing in the Occupancy Record?
A: Ensure the Pre-Plan has been published. Drafts do not update the shared record.

Q: Can I hide certain fields from users?
A: Yes. Field visibility can be configured by role using the Fields Management section.

Q: Why is the Risk Score not calculating?
A: Required fields may be incomplete. Click the Calculate Risk Score button to view missing fields.

Q: Are Occupancy Details shared across modules?
A: Yes. Data entered here is used in Pre-Plans, Responder, Inspections, Community Connect, and more.


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