Pre-Plan Organizer Overview

Pre-Plan Organizer Overview

Purpose:

  1. To provide a general overview of the Pre-Plan Organizer landing page.

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Video


Directions


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


Navigate to Pre-Plan Organizer via the Pre-Planning Module.



2. When accessed, the Pre-Plan organizer will default to displaying every occupancy record in your jurisdiction.


When accessed, the Pre-Plan organizer will default to displaying every occupancy record in your jurisdiction.



3. Search for a specific address using the search bar.


Search for a specific address using the search bar.



4. Click on Advanced Search to access filtering options.


Click on Advanced Search to access filtering options.



5. Filter as needed to narrow the organizer list to applicable addresses.


Filter as needed to narrow the organizer list to applicable addresses.



6. Use the check boxes next to individual addresses to apply an action to that address. Use the top check box for bulk operations.


Use the check boxes next to individual addresses to apply an action to that address. Use the top check box for bulk operations.



7. Once check boxes are selected, use the action buttons to perform pre-plan organization.


Once check boxes are selected, use the action buttons to perform pre-plan organization.



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


Click on the address link to enter the occupancy record.



9. A quick view of alert tiles associated with the address will be visible from the Pre-Plan Organizer.


A quick view of alert tiles associated with the address will be visible from the Pre-Plan Organizer.



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