Pre-Plans: Managing Pre-Plan Unit Types

Pre-Plans: 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 the Pre-Planning module and then to Pre-Plan Unit Types.






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






3. Enable/Disable the unit type.  Use the Checkmark to enable a Pre-Plan Unit Type that is current disabled or use the 'X' to disable a currently abled Pre-Plan Unit Type
Alert
First due has almost 200 Pre-Plan Unit Types that are supplied by default. It is recommended that in accordance with your departments SOPs, SOGs, or Policies and Procedures that the list of available Pre-Plan Units to end users is pared down. This will help in ensuring the consistency of Pre-Plan documentation as well as streamline the Pre-Planning creation process.






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






5. In the New Pre-Plan Unit Type pop-up:
5A.  Assign a name for the Unit
5B.  Choose an Icon for the Pre-Plan Unit 
Alert
Only PNG, JPG, and GIF formats are Supported for custom Pre-Plan Unit Icons. The max file size in 64MB.






6. If desired, select a background color.






7.  Select whether to include this custom unit as a dashboard alert tile. And Select Create.






9. The custom icon is now visible in the Pre-plan Unit Types list.




​

10.  It is also available in the Pre-Plan Units list when editing a Pre-Plan.



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