Add Setting to Pull Personnel from Fire Doc > Personnel List/Apparatus Management

• What - Company Officers and higher roles can now select the source from which Personnel Exposed are pulled when adding personnel to an Exposure record. After importing a fire report a new “From:” dropdown was added to the Personnel Exposed → Add Personnel modal, allowing users to select from Personnel List (default), People Involved, or Apparatus. This enhancement provides flexibility to pull personnel from the full department list, from individuals documented under Fire Doc → People Involved (FF Injured), or from personnel assigned to specific apparatus imported from the associated Fire Report. The feature applies to both new and existing Exposure records and ensures refreshed, accurate data with no duplicate personnel entries.

• Why - Exposure reporting often requires referencing personnel from different documentation sources depending on how the incident was recorded. Previously, personnel selection was limited, which could require additional manual steps and increase the risk of incomplete reporting. This enhancement improves accuracy, reduces manual reconciliation, and ensures exposure records reflect the most relevant and complete personnel data available from associated Fire documentation.

• How

  • Navigate to Exposure Record → Personnel Exposed → Add Personnel

  • In the modal, locate the “From:” dropdown

  • Select one of the following options:

    • Personnel List (Default – displays full agency personnel list)

    • People Involved (Displays personnel from Fire Doc → People Involved)

    • Apparatus

      • When selected, an additional Apparatus dropdown appears

      • Choose the apparatus imported from the associated Fire Report

      • The personnel list filters to members assigned to that apparatus

  • Select personnel and save

  • Switching the “From” option refreshes data and clears previous selections to prevent stale data

  • The “From:” dropdown appears only when the Exposure is created via Fire Report import

  • If created from scratch (no Fire Report import), the dropdown is hidden and the full Personnel List displays by default

  • If multiple Incident Reports are associated, People Involved and Apparatus data are combined with no duplicates

  • Empty states are handled when no apparatus or personnel are available

• Use Case - After importing a Fire Report, a Company Officer needs to document exposure for all personnel assigned to Engine 3. Instead of manually locating each member in the full personnel list, they select From: Apparatus, choose Engine 3, and immediately see only assigned personnel. For injury-related exposures, they can select From: People Involved to quickly capture firefighters already documented in the Fire record, ensuring accurate and efficient exposure reporting.

Automatically Associate Fire Records When Importing Fire Doc Data

• What - Fire Incident records are now automatically associated with Exposure records when Fire Doc data is imported using the Import Internal Data tool. Previously, the Fire Incident link had to be managed manually after import. This enhancement ensures that each Fire Incident imported is automatically added to the Associated Records table within the Exposure module, without creating duplicate associations.

• Why - Manual association of Fire Incident records created unnecessary steps and increased the potential for missed links between related documentation. Automatic association improves data consistency, strengthens cross-module visibility, and reduces administrative workload while maintaining clean record relationships.

• How

  • Navigate to Exposure Record → Import Internal Data

  • Select the appropriate Fire Record

  • Complete the import process

  • The system will automatically:

    • Add the Fire Incident to Associated Records

    • Prevent duplicate associations on re-import

    • Update an existing association if already manually linked

  • If a Fire Incident is deleted in Fire Doc, the association is removed from the Exposure record (Exposure data remains intact)

  • Each import associates one Fire Incident record

  • Previously associated records remain unless manually removed

• Use Case - A supervisor imports a Fire Incident into an Exposure record to capture personnel exposures. Upon import, the Fire Incident automatically appears under Associated Records, eliminating the need to manually link it. If the same record is re-imported for updates, the system refreshes the association without creating duplicates, maintaining clean documentation.

Create an Automated Approval Workflow for Fire Doc and Exposures

• What - An automated approval workflow now synchronizes status transitions between Fire Incident (Fire Doc) and Exposure records. When enabled, status changes such as Pending Authorization, Authorized, and Incomplete automatically reflect between linked records. The system can automatically create or update Exposure records and transition them to Pending Authorization when the Fire Incident moves to that status. A new setting controls this automation.

• Why - Exposure authorization processes often depend on Fire Incident approval status. Previously, status updates required manual coordination between modules. This enhancement streamlines workflows, reduces administrative oversight, and ensures consistent record status alignment while maintaining safeguards for required fields.

• How

  • Navigate to Fire Incident Setup → Operations → Exposures

  • Enable “Automate Exposure Approval based on Fire Incident Approval” (Default: Disabled)

  • Ensure “Enable Exposure Tracking in Fire Incident Documentation” is enabled

  • When a Fire Incident status changes to Pending Authorization:

    • The system automatically creates or updates the linked Exposure record

    • Sets Exposure status to Pending Authorization

  • Status changes to Authorized or Incomplete synchronize automatically

  • Access linked Exposure records under Associated Records → Exposures

    • Use View to open

    • Use Unlink to remove association (does not delete record)

  • Automation requires core Exposure fields (Exposure Type, Exposure Number, Incident Date/Time, Personnel)

  • Required Custom Questions or workflow fields may block auto-authorization and require manual review

  • Setting visible only when both Fire Doc and Exposure modules are enabled

• Use Case - Once a Fire Incident is marked Pending Authorization, the system automatically pushes the linked Exposure record into the same status, eliminating duplicate authorization steps. If required custom exposure fields are incomplete, the system notifies the user, allowing manual correction before final authorization.

Add Apply To (Copy) Feature to Personnel Details for Exposures

• What - A new Apply To feature allows users to copy exposure data from one personnel member to multiple personnel assigned to the same apparatus. This reduces repetitive data entry and expands the exposure tracking functionality introduced within Personnel Details.

• Why - Exposure scenarios often impact multiple personnel simultaneously. Manually re-entering identical exposure details for each member increases documentation time and the risk of inconsistencies. This feature improves efficiency while maintaining independent edit capability.

• How

  • Navigate to Fire Incident → Apparatus → Personnel Details

  • Toggle Personnel Exposed = ON

  • Click Apply To under the Exposures section

  • In the modal:

    • Select one or more personnel (current personnel excluded)

    • Use the search bar to locate personnel

    • Click Save (disabled until at least one selection is made)

  • Confirmation message displays after save

  • Copied fields include Riding Position, Exposure Start/End Date/Time, and Actions Taken

  • Copied data remains independently editable

• Use Case - A ladder crew of four firefighters experiences the same smoke exposure conditions. After entering exposure details for one firefighter, the officer clicks Apply To, selects the remaining three members, and copies the exposure data in seconds, ensuring consistent and accurate documentation.

Add Inspections Import into Health & Wellness Module

• What - Inspection records can now be imported into the Health & Wellness module, mirroring the existing Training import workflow. Imported Inspection records appear under Associated Records → Inspection Records, and assigned personnel—including team assignments—are automatically included in Exposure documentation.

• Why - Exposure events may occur during inspections, and consistent documentation across modules ensures accurate recordkeeping. This enhancement standardizes the import workflow and reduces duplicate data entry.

• How

  • Navigate to Exposure Record → Import Internal Data

  • Select Inspections from the dropdown

  • Follow the workflow: List → Select → Map → Import

  • Review automatically populated personnel (including team members)

  • Save the record

  • Duplicate Inspection linking is prevented

  • “Scheduled Date/Time” reflects the inspection timing

  • Import option visible only to authorized users

• Use Case - During a hazardous materials inspection, multiple team members are exposed to airborne irritants. The supervisor imports the Inspection record into Health & Wellness, and all assigned personnel are automatically added to the Exposure record, ensuring complete and accurate documentation without manual entry.

Add Exposure Type to Apparatus > Personnel Details

• What - Exposure tracking can now be enabled directly within Fire Incident Documentation under Apparatus → Personnel Details. When activated, users can toggle Personnel Exposed and capture exposure details such as Start/End Date/Time, Exposure Type, and Narrative. Completing the incident automatically creates or updates an associated Exposure record. This applies to NFIRS and NERIS, including Short Form workflows.

• Why - Capturing exposure data during Fire documentation reduces duplicate entry and ensures exposure records are generated in real time. This integration streamlines reporting, improves data accuracy, and supports faster documentation for operational personnel.

• How

  • Navigate to Fire Incident Setup → Operations → Exposures

  • Enable “Enable Exposure Tracking in Fire Incident Documentation”

  • Open a Fire Incident and go to Apparatus → Personnel Details

  • Toggle Personnel Exposed = ON

  • Complete the required fields:

    • Start Date/Time (Default: Dispatch DTTM, editable)

    • End Date/Time (Default: Clear DTTM, editable)

    • Exposure Type (Required)

    • Exposure Narrative Notes

  • Complete the Fire Incident

  • The system automatically creates or updates the Exposure record

  • New personnel are appended without duplicates

  • Fields visible only when Exposure module and setting are enabled

• Use Case - During incident documentation, a Company Officer identifies that two firefighters were exposed to smoke. By toggling Personnel Exposed and selecting the appropriate Exposure Type, the system automatically generates the Exposure record upon completion, eliminating the need to enter the same information separately in the Health & Wellness module.

Inactivate Out-of-the-Box Exposure Types in Health & Wellness Module

• What - Default Exposure Types (Traumatic, Physical, Chemical, Biological) can now be marked inactive using an Is Active toggle. Inactive types are hidden from selection in Exposure reports but remain available for reactivation and historical record integrity.

• Why - Agencies that do not use certain default exposure categories can now reduce form clutter and simplify selection lists while preserving historical data references.

• How

  • Navigate to Health & Wellness → Exposure Type Setup

  • Locate the desired Exposure Type

  • Toggle Is Active = OFF

  • Save changes

  • Inactive types are hidden from report creation/edit

  • Reactivating immediately restores availability

  • Default types cannot be permanently deleted

• Use Case - An agency that tracks only chemical exposures marks other default categories inactive, simplifying the Exposure Type dropdown while maintaining access to historical records referencing those categories.

Enhanced Personnel Selection for Fire Record Health & Wellness

• What - Multi-select filtering by Rank, Station, and Shift is now available within the Health & Wellness personnel selection workflow. Filters update results in real time, persist during the session, and display a count of filtered results.

• Why - Large agencies require efficient tools to locate personnel when managing exposures and wellness documentation. Enhanced filtering reduces search time and improves administrative efficiency.

• How

  • Navigate to Health & Wellness → Personnel Selection

  • Apply filters for:

    • Rank

    • Station

    • Shift

  • Combine filters as needed

  • Use Clear All Filters to reset

  • Filters update results in real time and persist during the session

  • Responsive design supports desktop and mobile

• Use Case - A Health & Wellness coordinator needs to review exposures for all Captains assigned to Station 4 on B Shift. By applying combined filters, the list immediately narrows to the appropriate personnel, streamlining reporting and review.