Pre-Plans: Expiring Items

Pre-Plans: Expiring Items

Purpose

  1. To provide an overview of Expiring Items in the Pre-Plan Module.

Video


Directions

1.  Access the Pre-Plan for editing.






2.  Choose a Pre-Plan Unit to add to the Pre-Plan.






3. Place the Pre-plan Unit in the desired location on the Prep-Plan Map, then select Edit.






4. Enter all pertinent information concerning this Pre-Plan Unit.






5.  Select "Set Expiration". 






6. Select the expiration date.






7. Choose the "Action Upon Expiration". 
Alert
  1. Auto-Remove will cause the Pre-Plan unit to be automatically removed from the Pre-Plan on the selected expiration date. No further action is required with this setting. 
  2. User review will stay visible on the map in an Expired status until and will require a user to manually remove the Pre-Plan Unit.






8. In the Pre-plan builder menu, the unit will have an expiring designation visible. Remember to Submit or Publish the Pre-plan in order for the Preplan unit to appear in the Pre-Plan.






9. The Expiring Items section contains a list of all Pre Plan units assigned an expiration date. The default search is set to Expired Items.
Info
Only the category of User Review will appear in the Expired Status view. All Expired Pre-Plans that were chosen to be Auto Removed have been automatically removed by the First Due System.






10. Additional search and Filter fields are available by selecting Reset.






10.  To remove an expired Pre-Plan Unit, Select the Pencil Icon to edit the Pre-Plan.






11.  In the Pre-Plan Builder menu the Expired Pre-Plan Unit is readily identifiable by the expiration notice in Red Font.






12.  The User can not edit the expiration date, remove the Set Expiration requirement or delete the Pre-Plan Unit.  In order for the changes or edits to take effect, the Pre-Plan must be Published.



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