ITM Reports: Reassign to a Different Location
Purpose Statement
The ability to reassign an ITM report to a different location allows fire prevention personnel and administrators to correct location errors in submitted reports without rejecting the entire submission. This feature enables fire departments to update asset addresses, associate reports with the correct properties, and maintain accurate compliance records while preserving the inspection work already completed by service providers or department personnel. By reassigning rather than rejecting, departments improve workflow efficiency, reduce resubmission requests, and ensure accurate ITM data for regulatory reporting.
Background Information
Location accuracy is critical for ITM (Inspection, Testing, and Maintenance) reporting, asset management, and regulatory compliance. When service providers or fire department personnel submit ITM reports with incorrect location information, fire departments need the ability to reassign these reports to the correct property without rejecting the entire submission. This preserves the inspection work already completed while ensuring accurate record-keeping.
ITM reports may need to be reassigned to different locations when:
- Service providers submit reports with incorrect or outdated addresses
- Property information in the system doesn't match the actual inspection location
- Address standardization issues cause reports to associate with the wrong property
- Multiple assets exist at similar addresses requiring clarification
- Property ownership or occupancy changes result in location updates
- Administrative corrections are needed after initial submission
The ability to reassign rather than reject ITM reports improves efficiency by eliminating the need for service providers to resubmit completed work. This feature maintains data integrity, ensures compliance documentation is associated with the correct properties, and streamlines the approval workflow for fire prevention personnel reviewing submissions.
Required Permissions
To reassign an ITM report to a different location, users must have:
- ITM Management or ITM Edit permission
- Fire Prevention module access
Video
Step-by-Step Guide
1. Click on ITM.
2. Click on ITM Reports.
3. Click the Eye icon to open the report details page
Only ITM reports with Pending or Approved status can be reassigned to a different location
4. Click on Associate Different Address.
5. In the location field, enter the new address you wish to associate with this ITM report
The system will search for matching properties as you type
6. Address lookup will populate. Select correct address.
7. Click on Apply.
8. Click on Dismiss to return to ITM Report List.
Best Practices
Don't:
- Change locations without proper authorization or documentation
- Reassign locations for ITM reports that have already been approved without supervisor review
- Forget to verify the new location has the correct asset/occupancy information associated with it
- Overlook the impact on compliance tracking and inspection schedules for the property
- Make bulk location changes without understanding the implications for historical ITM data and asset records
Tips:
- Use the map view to verify the new location is geographically correct and matches the property
- Cross-reference the new location with your asset management system and occupancy records
- Verify that inspection schedules and compliance deadlines transfer correctly to the new location
- Consider scheduling regular location data audits to identify patterns of submission errors from specific service providers
- Communicate with service providers about recurring location errors to improve future submission accuracy
Troubleshooting & FAQs
Q: Why can't I change the ITM report location?
A: Verify you have ITM Management or ITM Edit permissions and that the report status is either Pending or Approved. Reports with Rejected status will not display the Change Location button. Some agencies may also restrict location changes after certain approval stages. Contact your administrator if you need permission adjustments.
Q: Will changing the location affect the inspection schedule for the property?
A: Yes, reassigning to a different location may associate the ITM report with that property's existing inspection schedule and compliance requirements. Verify that the schedule aligns with the asset's actual testing frequency requirements.
Q: I accidentally reassigned to the wrong location. Can I undo it?
A: Most systems maintain an audit log of location changes. You can reassign to the correct location following the same process. Document the correction in the report notes. Some systems may have a revision history feature showing previous locations.
Q: Does reassigning the location affect linked assets or occupancy records?
A: Location changes in the ITM report may automatically update linked asset records, or they may need manual verification depending on your system configuration. Check that all related asset documentation reflects the correct location.
Q: How do I know if the new location already has existing ITM records?
A: After reassigning the location, check the property details or asset page for existing ITM history. The system should display all ITM reports associated with that location, helping you identify any duplicates or related inspections.
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