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

Establish SOPs for which fields must be completed to ensure consistency.

Use automation features like fire flow and risk score calculators to reduce manual work.

Review field visibility settings to ensure users only see/edit what’s relevant to their role.

Publish regularly to ensure data is available to all modules and responders.

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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