Pre-Plans: My Assigned Pre-Plans Overview

Pre-Plans: My Assigned Pre-Plans Overview

Purpose:

  1. To provide an overview of the My Assigned Pre-Plans section of the Pre-Planning Module.

Related Articles

  1. Assigning Pre-Plans to users, units, and teams

Video


Directions

1. Navigate to My Assigned Pre-Plans.


Navigate to My Assigned Pre-Plans.



2.  Pre-Plans can be searched with the search feature or more in-depth with the Advances Search options.






3.  The list of Pre-Plans can also be visualized on a map by selecting the map icon.






4. View information about your assigned pre-plans. There are 9 Default Columns in addition to the Actions Columns (Shown below). There are a total of 28 available columns.
Info
Address: Displays the address associated with the pre-plan. Clicking the link will navigate the user to the Occupancy Record.
Parent/Child: Indicates if the associated address is a parent occupancy or child occupancy (sub-occupancy).
Business Name: Displays business name if applicable.
Assigned Member/Team: Will indicate whether the pre-plan was assigned to you or a team in which you are a member.
Cycle: The assigned cadence for which the address is to be pre-planned.
Due Date: Displays the currently assigned due date or the number of days past due.
Last Completed by: Indicates the last user to add or edit pre-plan information at this address
Last Completed at: Indicates the date & time information was last added or edited to pre-plan info at this address
Pre-Plan Status: Indicates the current status of the pre-plan information: Published, Draft, Ready for Review, Rejected, or Archived. If there is zero pre-plan information for the address, this field will be empty.
Actions: Edit the pre-plan or view the status history.






5. Click on the address link to enter the occupancy record.


Click on the address link to enter the occupancy record.



6. Click on the pencil icon to begin editing the pre-plan.


Click on the pencil icon to begin editing the pre-plan.



7. Click on the clock icon to show the pre-plan status history for the location.


Click on the clock icon to show the pre-plan status history for the location.



7. Click on the Notes icon to see any notes added to the Pre-Plan when it was Published, Reviewed or Rejected.



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