1. Step 1: Check permissions that will be helpful in managing Occupancies. Click on Admin.
3. Click on Edit for the Role to verify permissions for.
4. Click to expand the Pre-Planning Permissions Bucket.
5. Verify that these permissions are enabled:
- Create New Occupancy on the Map
- Create New Occupancy Outside Area
- Location Not Shared – Edit
- Places - Move Pin Location
- Pre-Plans - Clone Primary Address
- Change Address Status
6. Click to expand the Fire Prevention Permissions Bucket.
7. Verify that these permissions are enabled:
- Edit Occupancy Address (Allows the user to edit the address)
- Occupancy Record (Allow access to the Occupancy Record)
8. Step 2: Navigate to the Pre-plans Map and Create the Occupancy for the office/main location for the Mobile Food Vendor.
- NOTE: If the Occupancy is in your list of Occupancies, skip this step.
- Enter the address or move the map to the proper location. Double click on map to create the occupancy or if you entered an address click on the pin to create the new occupancy.
9. Enter or confirm address data.
- Enter a billing address if different from the location address (#1).
- Select "Not Shared Location" (#2) if the location is outside of your jurisdiction.
10. If the location is outside of your jurisdiction, In Occupancy Details, make sure the Occupancy is not marked as Is Inspectable.
11. Select "Publish" to create the new Occupancy.
12. If the location is outside of your jurisdiction, confirm that you are creating the occupancy as such by selecting "OK."
13. Select "OK" to publish.
14. Step 3: To create the Mobile Food unit(s), select the address marker and then "Clone Address."
15. In this pop up modal, follow these steps to clone the address:
- Select the primary Address (#1).
- Enter an identifying number for the Mobile Food unit such as the License Plate Number, VIN, Unit Number, etc. in Address Line 2 (#2).
- Select "Clone Address" (#3).
16. In Occupancy Details, enter a name for the Mobile Food unit in the Business Name field.
17. In Occupancy Details, enable "Is Inspectable."
18. In Address Details, mark the Mobile Food unit as "Not Shared Location."
19. To finalize the creation of each Mobile Food unit follow these steps:
- Move the address marker to separate it from the address marker for the Primary Address (#1).
- Select Publish (#2).
20. Example View of Primary and Secondary Address markers.
21. Option #1 to initiate an Inspection for the Mobile Food unit.
- Select the address marker for the correct Mobile Food unit.
- Select Start an Inspection. The assumption is that your agency has a correct Inspection Type for Mobile Food unit.
22. Option #2 to initiate an Inspection for the Mobile Food unit navigate to the Inspection Organizer.
- Select the correct Inspection Type and then select "Change" (#1).
- Enter identifying information for the Mobile Food unit and the select search (#2).
- Select Inspect (#3).
- Or, schedule the Mobile Food unit for an Inspection (#4). This will put the Inspection on the Inspections List page.
23. To remove a Mobile Food unit from the Occupancy list, select the Occupancy and then select Inactive (#1) in the Address Status field, then "Save" (#2).
- NOTE: The Mobile Food unit can also be restore to Active Status.