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:
Pre-Planning > Pre-Planning - Edit > Places - Move Pin Location

1. Select the green (or orange) address icon you'd like to move  
   
   
2. Select 
   
   
3. In edit mode, you can drag and re-position the marker.
   
   
   
   
   
   
   
   
   
4. 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:

1. Double-check and verify that this address does not already exist within First Due. Duplicates can cause issues. 
   
   
   
2. 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:

1. Navigate to: Pre-Planning > Pre-Plans Map
   
   
   
2. Select the Occupancy Point   for the Primary Address
   
   
   
3. Select Clone Address
   
   
   
   
   
4. Ensure the address displayed is the address where you wish to add a Secondary Address and select it.
   
   
   
   
   
5. Enter the Secondary Information, such as Unit, Apartment, Suite, etc.
   
   
   
   
   
6. Select:
   
1. 1 - Clone Address Creates a Secondary Address without any information from the Primary Address.
   
   
2. 2 - Clone Address + Building Info creates a Secondary Address and imports the following fields from the Primary Address' Occupancy Details.
   
1. Demographics/Info - Building Style
   
2. Demographics/Info - Year Built
   
3. Area - Ceiling Height
   
4. Access - Property Access Code
   
5. Access - Property Access Notes
   
6. Access - Fence
   
7. All items under Construction
   
8. Resource Requirements - Technical Rescue Considerations
   
9. Resource Requirements - Foam Resource
   
10. Resource Requirements - Tanker Support
    
11. Resource Requirements - Warning
    
12. Resource Requirements - Notes
    
    

            

To view Secondary Addresses on the Map

In order to view secondary addresses on the map, the user must click on the family tree icon in the top right of the map.

To Edit a Secondary Address' Pre-Plan

1. Show Secondary Address by clicking 
   
   
2. Select  on any Occupancy Marker that is associated with the address
   
   
3. Choose the Secondary Address that you wish to Edit and complete the Pre-Plan.