Purpose Statement

The Pre-Plan List within the Pre-Plan module provides administrators and authorized users with a comprehensive view of all departmental pre-plans, including tools for searching, filtering, approving, rejecting, and managing pre-plan workflows. This centralized interface enables efficient oversight of pre-plan creation, approval processes, and maintenance activities across the entire department.

Background Information

The Pre-Plan List serves as the central hub for pre-plan management, displaying all pre-plans that contain information within the department's FirstDue system. This interface supports the complete pre-plan workflow from initial creation through approval and publication. The list provides essential administrative functions including approval workflows, status tracking, bulk operations, and detailed filtering capabilities. Understanding how to effectively use the Pre-Plan List is crucial for maintaining organized, current, and approved pre-plan information that supports emergency response operations.

Required Permissions

Do's

• Regularly review pending approval pre-plans to maintain workflow efficiency
• Use filters strategically to focus on specific management tasks
• Provide clear, constructive feedback when rejecting pre-plans
• Export data regularly for backup and reporting purposes
• Review pre-plan history before making approval decisions
• Use the map and list views complementarily for comprehensive management

Don'ts

• Don't approve pre-plans without adequate review when quality control is important
• Don't provide vague or unclear rejection feedback
• Don't delete pre-plans without considering the impact on historical records
• Don't ignore pending approvals for extended periods
• Don't forget to consider occupancy data when deleting pre-plans
• Don't overlook the pagination settings when reviewing large numbers of pre-plans

Tips & Recommendations

• Establish consistent approval workflows and timelines
• Use status filters to create focused work queues
• Coordinate with pre-plan creators to improve submission quality
• Document approval standards and criteria for consistency
• Train multiple administrators on approval processes to ensure coverage
• Use exported data for performance metrics and departmental reporting
• Regularly audit pre-plan statuses to identify process bottlenecks

Troubleshooting & FAQs

Q: Why don't I see all the action icons mentioned in some pre-plans?
 A: Icon availability depends on your user permissions and the pre-plan's current status. Contact your administrator if you need additional permissions.

Q: What happens to rejected pre-plans?
A: Rejected pre-plans return to draft status and can be revised by the creator for resubmission. Email notifications alert the creator of the rejection and feedback.

Q: Can I undo an approval or rejection action?
A: This depends on system configuration. Some actions may be reversible through editing, while others may require administrator intervention.

Q: Why doesn't my exported file contain all the pre-plans I expected?
 A: The export reflects currently applied filters. Clear or adjust filters before exporting to ensure you capture the intended pre-plans.

Q: How do I know if a pre-plan creator received the feedback email? A: The system sends emails automatically, but you may want to follow up directly for critical feedback or if no response is received.

Q: What's the difference between deleting submitted work and reverting to the last published version?
A: Deleting removes all work since the last approval, while reverting keeps the last approved version intact and removes only the pending changes.

Related Articles

1. Pre-Plans: Pre-Plan Organizer Overview
   
2. My Assigned Pre-Plans Overview
3. Pre-Plans: Map Overview
   
4. Pre-Plans: Pre-Plan List Overview