Managing Occupancy Status - Active / Inactive

Managing Occupancy Status - Active / Inactive

Purpose

  1. To explain how to change occupancies from active to inactive

Directions

  1. Navigate to Pre-Planning > Pre Plan Organizer.






  2. Find your Occupancy using Advanced Search.
    1. (A) Select the Advanced Search button
    2. (B) Use one or more filters to refine your search
    3. (C) Select the Search button





  3. To determine occupancy status, navigate to the "Columns to show" dropdown and select Status Code.  This will reveal the occupancy Status Code column in the Pre-Plan Organizer.






  4. To change the occupancy status, locate the Status Code column and select the 
     icon.





    IMPORTANT: Once an occupancy has been set to inactive, the occupancy disappears from the Pre-Plan Organizer. The data are preserved even though the occupancy is no longer visible. If you need to restore an occupancy, please contact your Client Success Manager.


  5. To change the status of an occupancy to inactive, select Inactive from the dropdown menu in the dialog box. Next, select the Change button.





    • Related Articles

    • Managing Occupancy Status - Active / Inactive

      Purpose To explain how to change occupancies from active to inactive Directions Navigate to Pre-Planning > Pre Plan Organizer. Find your Occupancy using Advanced Search. (A) Select the Advanced Search button (B) Use one or more filters to refine your ...

    • Managing Time Off Requests

      Purpose In this article, we will learn how to: Select the proper permissions for managing Time Off Requests. How to approve or deny Time Off requests. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access ...

    • Permits: Manual Status Setup

      Purpose To explain how to Manually add Permit Statuses in the First Due Platform. Video Directions 1. Navigate to the Permits Module. 2. Select Permit Status. 3. Select Add Status. 4. Enter the name of the new status. 5. Select if you want it active. ...

    • Managing the Occupancy Record

      Purpose To demonstrate navigating through and updating the Occupancy Record. Related Articles Editing Occupancy Address Video Instructions 1. Click on Inspections. 2. Click on Inspection Organizer. 3. Select an inspection type and then change. 4. ...

    • Managing the Occupancy Record

      Purpose To demonstrate navigating through and updating the Occupancy Record. Related Articles Editing Occupancy Address Video Instructions 1. Click on Inspections. 2. Click on Inspection Organizer. 3. Select an inspection type and then change. 4. ...