Pre-Plans: Pre-Plan List Overview

Pre-Plans: Pre-Plan List Overview

Purpose 

  1. To provide an overview of navigation and available actions within the Pre-Plan List.

Video


Directions


1. Navigate to Pre-Plan List via the Pre-Planning Module.






2. The list will show all occupancies in the system that have pre-plan information entered. Use the search and filter area at the top to refine the search.
The Address and Business Name fields can be searched with a partial match to produce a list of all 
available pre-plans on a designated road or retail chain.






3. Selecting the Map icon in the top right corner of the webpage will take the user to the Pre-Plan Map.






4.  While in the Pre-Plan Map, select the list Icon in the right side menu list to return to the Pre-Plan List.





5. Use the pagination choices here to select the number of listings per page.





6. Select the check mark icon to publish any pre-plan in "Draft" or "Pending Approval" status.





7.  This will open a Pre-Plan Feedback pop-up where the User can enter any comments and then Publish the Pre-Plan.






8.  Select the 'X'  icon to Reject any pre-plan in "Draft" or "Pending Approval" status.





9.  This will open a Pre-Plan Feedback pop-up where the User can:
9A.  Enter any comments
9B.  Deselect the "Retain Associated Pre-Plan. This will delete all submitted changes to the Pre-Plan
9C.  Reject the Pre-Plan by selecting Send.






10. Select the Pencil icon to review any pre-plan in "Draft" or "Pending Approval" status or to Edit a Pre-plan.






11.  Select the Trash Can icon to Delete the Pre-Plan.
The Trash Can will only delete the Pre-plan associated with the Occupancy. This action does not delete the Occupancy Record.





12.  Select the Clock Icon to review the history of actions taken on this Pre-Plan.







13.  Select the Notes icon to review any of the Feedback added during the Approval or Rejection process.




    • Related Articles

    • Pre-Plans: Pre-Plan Organizer Overview

      Purpose: To provide a general overview of the Pre-Plan Organizer section. Related Articles Pre-Plans: Editing Occupancy Addresses Pre-Plans: Managing Secondary Addresses Video Directions 1. Navigate to Pre-Plan Organizer via the Pre-Planning Module. ...

    • Pre-Plans: Map Overview

      Purpose To provide an overview of navigation and actions available from the Pre-Plans Map. Video Directions 1. Click on Pre-Plans Map via the Pre-Planning Module. 2. The search bar allows the User to search by keywords, business name or address. This ...

    • Pre-Plans: Units

      Purpose To explain the role that Units play in creating an effective pre-plan, and how to select, place and modify them. Video What are Units? Units are items placed in a pre-plan to indicate fire and life safety elements of a building relevant ...

    • Pre-Plans: Review Process

      Purpose To explain the process of a user submitting a pre-plan for review and the administrator managing that pre-plan. Video This workflow is intended for agencies that grant permission for users to add or edit a pre-plan but not publish them until ...

    • Pre-Plans 201

      First Due Academy: Pre-Plans 201 This training session dives into the features and functionality within First Due's Pre-Incident Planning Module. In 201 level sessions we review advanced features of First Due modules including data gathering, ...