To detail the process of creating and managing Occupancy Markers and Sub-Occupancy Markers or address points.
Video
Process
Moving an Occupancy Marker
The green Occupancy markers on each address can be moved to a more appropriate location by following a few simple steps.
NOTE: This functionality is typically restricted to Account Administrators. The role permission associated with this is: Others > Places - Move Pin Location
Select the green (or orange) address icon you'd like to move
Select
In edit mode, you can drag and re-position the marker.
Select
Adding a New, Independent Address
Users have the ability to add a new address that is not already populated in the account.
NOTE: The role permission associated with adding Occupancy Markers, whether they are primary or secondary addresses, is: Pre-Planning > Create New Occupancy on the Map
ATTENTION: To add an underlying Unit, such as an Apartment or sub-occupancy, tied to a main address, please see the next section.
To add a brand new address that is not identified by a green address marker, follow these steps:
Double-check and verify that this address does not already exist within First Due. Duplicates can cause issues.
On the top left menu select, Pre-Planning > Pre-Plans Map.
3. Double click on the map where you'd like to add a new address, then select "New Occupancy".
4. When entering the Address Details, make sure your text matches the same format as other addresses in your account (ex: Street vs. St or Avenue vs. Av vs. Ave).
5. Select
Secondary Address Tied to the Main Address
NOTE: Secondary addresses allow for documenting individual units at a main address location. This feature is best used for apartments within a common, single-address, building, strip malls, malls, etc. The secondary address feature allows for more detailed pre-planning about each unit.
NOTE:The role permission associated with cloning addresses is: Pre-Planning > Pre-Plans - Clone Primary Address
Adding a Secondary Address:
Navigate to: Pre-Planning > Pre-Plans Map
Select the Occupancy Point for the Primary Address
Select Clone Address
Ensure the address displayed is the address where you wish to add a Secondary Address and select it.
Enter the Secondary Information, such as Unit, Apartment, Suite, etc.
Select:
1 - Clone Address Creates a Secondary Address without any information from the Primary Address.
2 - Clone Address + Building Info creates a Secondary Address and imports the following fields from the Primary Address' Occupancy Details.
Purpose To explain the role that Units play in creating an effective pre-plan, and how to select, place and modify them. Video What are Units? Units are items placed in a pre-plan to indicate fire and life safety elements of a building relevant ...
Purpose To provide an overview of navigation and actions available from the Pre-Plans Map. Video Directions 1. Click on Pre-Plans Map via the Pre-Planning Module. 2. Primary occupancies, ground level units & annotations, and hydrants will be visible ...
Purpose To provide descriptions on the various permissions related to the Pre Planning module. Use the "Search Permission" field to quickly find a module’s permission(s) Permissions for the Pre Planning Module General Access Related Permissions My ...
Purpose To demonstrate how to update a pre-plan while recording an Inspection. Video Instructions 1. Click on Pre-planning. 2. Left Menu Includes Units, Hazmat's, Attachments, Layers, and Annotations. See pre-planning KBA's for more information. 3. ...
Purpose To explain how to interpret and set the visible zoom level for Annotations and Units applicable to the web view. NOTE: Setting the Visible Zoom Level enables the pre-planner to dictate at what zoom level certain items appear and disappear on ...