My Assigned Pre-Plans Overview

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. View information about your assigned pre-plans.

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
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.

View information about your assigned pre-plans.



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


Click on the address link to enter the occupancy record.



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


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



5. 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.



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