Managing Pre-Plan Unit Types

Managing Pre-Plan Unit Types

Purpose

  1. To demonstrate the functionality of the Pre-Plan Unit types tab within the Pre-Planning Module.

Video



Directions


1. Navigate to Pre-Plan Unit Types.


Navigate to Pre-Plan Unit Types.



2. Use the search features to find the desired unit type to manage.


Use the search features to find the desired unit type to manage.



3. Enable/Disable the unit type.
Disabling a unit type can be helpful for a department that wants to achieve uniformity in how information is entered into pre-plans. Disabling unit types that are not relevant  or that are similar to the department's custom units can streamline a pre-plan program.







4. To create a custom unit, click on New Pre-Plan Unit Type.


To create a custom unit, click on New Pre-Plan Unit Type.



5. Assign a name for the Unit, and attach a PNG,JPG,or GIF file from your device.


Assign a name for the Unit, and attach a PNG,JPG,or GIF file from your device.



6. If desired, select a background color.


If desired, select a background color.



7. If desired, select whether to include this unit as a dashboard alert tile.


If desired, select whether to include this unit as a dashboard alert tile.



8. Click on create.


Click on create.



9. The custom icon is now available for use in pre-planning.


The custom icon is now available for use in pre-planning.



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