Pre-Planning Module: Assigning and Pre-Planning as Users, Units and Teams
Purpose
- To explain the differences between pre-planning as a User, Unit or a Team and how to create, modify and delete Teams.
Video
Definitions
The following roles can be assigned to complete pre-plans in First Due.
- Users: Individual personnel and their individual accounts.
- Units: Apparatus in an account.
- Teams: Groups of Users and/or Units
Assigning Pre-Plans from Preplan Organizer
- Begin by going into Pre-Planning > Pre-Plan Organizer.
- If necessary, using the search in the upper right of the window, search for the address you want to assign and select the magnifying glass to search.
- To assign a single pre-plan, select the pencil
icon in the appropriate row under the column Assigned Member/Team. To assign multiple preplans to the same User, Unit or Team, select the 1) check boxes next to the addresses and 2) select "Assign To".
- To assign the pre-plan(s) to a User or Unit, ensure the slider is toward "Users", in the dropdown menu, choose the User or Unit you wish to assign the preplan(s) to and select Assign.
- To assign the pre-plan(s) to a Team, ensure the slider is toward "Team", in the dropdown menu, choose the Team you wish to assign the preplan(s) to and select Assign.
Completing Assigned Pre-Plans from My Assigned Pre-Plans
- If the user is logged on as a User or Unit that a pre-plan has been assigned to, or is a member of a Team that a pre-plan has been assigned to, they begin by going into My Assigned Pre-Plans in the Pre-Planning Module.
- Select the
in the same row as the assigned pre-plan they wish to complete.
- Complete the pre-plan and the user selects either
(if the user account has permissions to Publish preplans without bring reviewed) or
(if the user account does not have Publish permissions).
Managing Teams
NOTE: The following permissions are required to manage Teams (Admin > Roles > Select a Role > Others section of permissions).
- Begin by navigating to Admin > Fire Prevention Teams.
- In the Fire Prevention Teams menu, you can Search for a Team, User within a Team or review the list of Teams.
- To create a Team, select
.
- Name the Team
- From the drop down menu, select the Users and/or Units in the Team
- Confirm the members of the Team
- Save
- To edit a Team, go to the Actions column to the right of the row containing the Team you want to edit.
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